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Principal Consultant

Employer
Geotech
Location
Ferndale City of Johannesburg Metropolitan Municipality, GP, 2160 West Johannesburg, South Africa
Salary
Competitive
Closing date
Oct 8, 2024
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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Job Description

Essence of the job:

The principal consultant will consult to a portfolio of clients and needs to be abreast of legislative developments, provide appropriate advice to their clients and ensure the smooth running of their portfolio of funds.

Qualification:

Relevant Degree (NQF Level 8) / RPL validated by SAQA will be considered

CFP

Minimum Requirements:

Over 10 years employee benefits consulting experience.

Set an annual year plan/ client plan per fund and arrange trustee/ management committee meetings and other fund activities and ensuring that this is adhered to

Provision of appropriate advice, excellent client service and project management of critical fund events to ensure the smooth running of the fund

Effective management of service providers and adherence to the standard operating procedures and best practice.

Ensure commissions are being paid correctly and on time

Identify cross sell opportunities and support KAM within the branch

Support retaliation strategy

Foster a good working relationship with clients, staff, manager, internal divisions and colleagues

Attend training sessions with external providers

Develop and maintain relationships with clients

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