Work-Force
Junior Consultant opportunity in Cape Town, Western Cape.
Introduction
NBC Holdings is a leading force in the South African employee benefits arena, providing a comprehensive range of employee benefits, products and services to our valued clients. The Junior Consultant is to assist in the management of a portfolio of funds in accordance with SLA requirements, the Fund Rules and Fund policies and procedures. Key Outputs: Plan and prepare for fund meetings Prepare for trustee meetings 1 month before the trustee meeting.
Compile trustee meeting agenda packs 3 weeks before meeting for senior consultant to quality assure. Assist in the arrangement and facilitation of pre-meetings with relevant departments, 1 month before the meeting. Co-ordinate Trustee Meeting logistics: Attend trustee meetings and compile minutes within 5 working days after meeting for senior consultant to quality assure.
Attend to action items and queries arising from trustee meetings immediately after each meeting. Provide service to clients: Coordinate service delivery to clients. Assist in the communication with clients.
Action Section 14 transfers. Co-ordinate Trustee training. Monitor compliance with relevant legislation, regulations and bodies.
Understanding the SLA, fund rules and structure thereof. Leadership and Team Development: Lead and inspire the team to perform at their highest potential by setting clear expectations and offering regular feedback. Encourage professional development opportunities, mentoring employees for future leadership roles.
Ensure that all employees adhere to company values, fostering a culture of transparency, collaboration, and innovation. Demonstrate business understanding Demonstrate an understanding of the business of NBC. Demonstrate an understanding of the role of consultant.
Independently research, identify, and generate potential leads to expand the customer base and support revenue generation. Experience: Minimum 1 year experience in Employee Benefits. Basic understanding and knowledge of investments.
Industry understanding – clients and competitors. Trade Union understanding: roles, structures, protocols. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Qualifications
A relevant Diploma or NQF 6 Qualification (further studies are advantageous) FAIS Compliant with RE5 completed Skills & Behavioural attributes: Excellent communication skills, both verbal and written. Strong problem-solving abilities to address complex client needs effectively. Ability to work independently and as part of a team, demonstrating flexibility and adaptability.
Proficiency in relevant software (MS Office Suite) and tools used in Employee Benefits Consulting. Legislation: all or relevant parts of Pensions Fund Act and regulations, Income Tax Act, Assurance Act, Trust Act, National Credit Act, Children’s Act, Labour Relations Act. Regulatory Boards (SARS, FSCA, Pensions Fund Adjudication) structures, roles and processes.
Package & Remuneration
Market Related Medical Aid Provident Fund Group Life