What will you do?

• You will consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of owning the relationship of a portfolio of clients of SIMEKA CONSULT and in some instances work with another Principal Consultant. This role is based in Tygervalley, Cape Town.

Key Responsibilities

• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Effectively and independently management of a portfolio of clients
• Demonstrating client centricity
• Manage the communication plan of the Funds
• Facilitating and co-ordinating internal departments
• Self-development
• Build client relationships and ensure client retention
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
• Attend and coordinate Trustee Meetings and/or Joint Forum Meetings
• Provide monthly reporting via required reports on operating functions of portfolio
• Direct employee training to improve efficiency
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks
• Awareness of regulatory legislation and developments within the industry
• Monitor budgets, targets and fees
• Participate in Simeka’s vision to become a thought leader
• Participation in growing the business

Qualifications and Experience

• Matric
• Bcom Degree or BA Law / LLB or equivalent NQF level
• CFP advantageous
• FAIS accreditation required
• Own car and valid driver’s license
• Minimum of 7 years Benefit Consulting Experience is required

Knowledge and Skills

• A proven track record of managing people is advantageous
• Knowledge of Employee Benefits and wider financial services industry and process
• Product knowledge and understanding of the Group Risk and/ or Retirement Fund Industry
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful
• Client Focus – Building strong customer relationships and delivering customer-centric solutions
• Drives Results – Consistently achieving results, even under tough circumstances
• Collaborates – Building partnerships and working collaboratively with others to meet shared objectives
• Resilience – Rebounding from setbacks and adversity when facing difficult situations