These jobs were popular with other job seekers Reference: JHB000299-CLG-1You will educate and inform Members, Pensioners and Human Resource Business Partners with information about their pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles. Duties & Responsibilities Engage key representatives of the client to understand their context and needsPartner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term (e.g. changing member demographics, anticipated organisational restructures and frequently asked questions)Monitor the accurate completion of claim forms and query trends and provide feedback and recommendations to HRDevelop and secure commitment to member engagement and education plans to meet these needs and share feedback and trends with the Member Experience Manager and specialists to ensure that engagement strategies remain relevant and adapt accordingly.Support the Business Development Consultant and Investment Consultant on all referrals..Proactively engage, educate members and advise members at key points in their journeyPlan and conduct member engagement, communication and information sessions in line with critical points of their journey (onboarding, significant life events, pre and post retirement)On request, provide accurate, and specialist advice to members who are pre-retirement in terms of options, tax implications, divorce act, income tax act, pension fund act, etc.Plan and coordinate member education sessions ensuring their objectives are well defined and their impact tracked.Support and Execute broader Member and Pensioner Education and Fund promotion campaignsWork with the Member experience specialists to understand member and pension segments and requirements and design multi-channel, country-wide information functions which attract Pensioners, promote the companies and Fund benefits and answer queries appropriately.Support the companies drive to be a multi-fund manager by supporting business development and growth opportunitiesManage current relationships and help grow the client and member base by creating new opportunities and relationshipsBe involved in new business development and presentations as and where requiredThis will be done as the strategy unfolds towards 2024 as the team skills will need to be further enhanced to cater for business development.Annual Budgets and Financial ManagementPrepare and motivate for budget to deliver member and client engagement against plans in respective areas of responsibility to deliver to client and member needsManage costs against guidelines, and ensure alignment of expenditure with the budgetREQUIRED MINIMUM WORK EXPERIENCE AND QUALIFICATIONSRelevant Bachelor’s Degree. Registered with professional bodies - where applicable.Certified Financial Planner qualification preferred, FAIS qualifications an advantageStrong understanding of Employee Benefits administration processes and related productsAt least 3-5 years job-related experience (retirement and financial planning) with a focus on employee benefit client relationship management and benefit consulting.FluentinAfrikaansBasic knowledge of Income Tax Act, Divorce Act, Pension Fund ActWorking knowledge of benefit administrationWorking knowledge of focused client serviceValid drivers’ licenseProficient in MS office (Word, Excel, PowerPoint, and Outlook)Presentation skillsValid Driver’s licenseExtensive travelling required for member engagement sessions in remote areasShould you meet the above requirements, please upload your CV to our website www.hslabour.co.za . {CVS VIA EMAIL WILL NOT BE CONSIDERED}All suitably qualified candidates are encouraged to apply and will be considered. Our client applies the principles of employment equity as per National legislation and policy guidelines and will consider designated groups in line with these requirements.Full spec to be shared with shortlisted candidatesShortlisted candidates will be required to go through background screening and assessments. Package & Remuneration R 450000 - R 600000 HR Services, Recruitment & Selection These jobs were popular with other job seekers#J-18808-Ljbffr