Job Description

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at www.momentumgroupltd.co.za

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters.

Requirements

Relevant bachelor's degree or equivalent
RE5 Exam
3 to 5 years' experience in Employee Benefit Consulting

Duties & Responsibilities

Under the guidance of Principal or Senior Consultant provide effective service to clients
Assist the Senior Consultant with the day-to-day activities required to manage a portfolio of clients taking ownership of all queries and ensure that they are resolved timeously
Build a network of relationships with service providers to ensure effective service delivery to clients
Provide a consistent service delivery to ensure client retention and satisfaction
Assist with client invoicing and commission calculations ensuring that they are accurately calculated and allocated to clients
Check the retainer income invoicing of stand-alone funds to clients and any other ad-hoc services invoice excluded in the retainer
Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
Follow up on action items from client meetings ensuring that they are executed within agreed timelines
Under the guidance of Principal or Senior Consultant provide effective service to clients
Assist the Senior Consultant with the day-to-day activities required to manage a portfolio of clients taking ownership of all queries and ensure that they are resolved timeously
Build a network of relationships with service providers to ensure effective service delivery to clients
Provide a consistent service delivery to ensure client retention and satisfaction
Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting
Follow up on action items from client meetings ensuring that they are executed within agreed timelines

Competencies

Analytical thinking
Sense of urgency
Planning and Organising
Interpersonal Relationships
* Influencing