Assistant Consultant: Retirement

• 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

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