Assistant Consultant: Retirement


Key Responsibilities

  • Assist Client Executive with servicing a portfolio of clients
  • Managing deliverables in line with year planner
  • Arranging meetings
  • Collation of information and preparation of agenda packs
  • Draft minutes of meetings
  • Action matters arising
  • Induction presentations
  • Rate renewals and market reviews
  • Building relationships with HR contacts
  • Resolving client queries
  • Completion of compliance reporting

Knowledge, Skills And Abilities

  • Must be FAIS compliant
  • Minimum 3 years’ client service experience with a focus on retirement and risk consulting
  • Must have ability to work as part of a team
  • Must have the ability to work accurately with attention to detail
  • Must be a good communicator
  • Must have self-organisational skills
  • Self-disciplined and deadline focused
  • Be fluent in English (other language will be advantageous)
  • Enthusiastic, energetic, yet professional
  • Must have MS Office knowledge proficiency
  • Must have own transport


  • Seniority level

    Not Applicable

  • Employment type


  • Job function

    Consulting, Information Technology, and Sales

  • Industries

    Insurance and Management Consulting


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