Job Description

An established leader in the industry is seeking a seasoned professional to lead their Western Cape consulting division and oversee operational functions at their Cape Town branch. This is a strategic and hands-on role that combines high-level client consulting, team leadership, and operational oversight. You'll be responsible for delivering service excellence to clients, retaining and growing accounts, and managing a multidisciplinary team across Consulting, Actuarial, Claims Administration, and general support services. Key Responsibilities:
Client Consulting & Business Development:

• Maintain strong client relationships across all levels, including Boards, Unions, and Trustees.
• Oversee strategic consulting services to ensure client retention and satisfaction.
• Drive new business development initiatives and maximise revenue growth within existing accounts.
• Handle high-level client negotiations, proposals, and stakeholder engagement.
• Develop and implement client-specific annual plans and service strategies.
• Act as a technical resource on EB matters, legislation, compliance, and Fund governance.
• Represent the business in meetings, caucuses, and client forums; manage and mitigate risks.
• Guide consultants in responding to FSCA queries, fund rule amendments, and board governance.

Leadership & People Development:

• Lead, mentor, and coach the Consulting team to deliver high performance and exceed KPIs.
• Facilitate onboarding and training of new consultants.
• Ensure FAIS compliance across the consulting function.
• Promote collaboration across internal departments and drive a high-performance culture.
• Play a key role in recruitment, succession planning, and talent development.

Branch Oversight:

• Provide on-the-ground leadership for the Cape Town branch and ensure smooth operations across departments.
• Oversee budgets, cost control, supplier contracts, and office expenditure.
• Approve operational spend, travel expenses, and petty cash usage.
• Manage vendor relationships and office facilities, ensuring health and safety compliance.
• Maintain clean financial processes, including invoice approval and debtor management.

Qualifications & Experience:

• Relevant tertiary qualification (Business, Finance, or related field).
• Minimum of 8 years' experience in Employee Benefits consulting, with at least 3 years in a management role.
• RE5 certification is essential.
• Proven track record in high-level stakeholder management (Boards, Trustees, Unions, etc.).
• Strong understanding of retirement fund legislation, fund governance, and EB operations.
• Strategic thinker with business development capability and financial insight.
• Confident in presentations, negotiations, and decision-making under pressure.