Senior Associate OMCC Consultant at Old Mutual South Africa

Job Description

• Would you like to join this dynamic employee benefits team that provides consulting services to predominantly free-standing funds? This role provides employee benefits support and general consulting to a portfolio of prestigious clients and you would be required to attend the Board of trustees and sub-committee meetings and present new business and member education sessions. This role falls in our middle management category.

Job Key Result Areas

• Supports OMCC Consultant to deliver all contracted client deliveries
• Provides support to OMCC consultant/s including arranging and managing meetings and functions, receiving and handling calls,
• Provides Employee Benefits and general consulting services to a portfolio of clients.
• Implements strategy for the portfolio of clients.
• Provides OMCC consultant with input and deliver on the client strategy
• Supports retention of existing business by ensuring services are met to the required agreed standards (SLA).
• Supports the new business take on function.
• Builds, enhances and manages client relationships.
• Prepares the agenda, meeting packs and board reports for meetings.
• Takes minutes at meetings and produces the minutes & actions.
• Co-ordinates and manages action items.
• Liaises with and negotiates deadlines with relevant parties.
• Prepares presentations and respond to PFA complaints

Job Requirements

• Matric
• Tertiary qualification required, i.e. BCom or Law degree
• Or Post grad diploma in Financial Planning
• Certified financial advantageous
• 5 yrs general Employee Benefits experience required
• Must be FAIS compliant and RE5 is required
• Understanding of Old Mutual customers and distribution channels advantageous
• Ability to manage stakeholders and excellent communication skills are essential
• Computer skills such as MS Office are essential
• Excellent command of English for compilation of minutes and fund communication
• Conducts member presentations
• Attention to detail is a must
• Must have a valid driver’s licence & reliable transport
• Must be organised

Education

• Bachelor of Commerce (BCom) (Required), Certificate In Financial Planning (Required)

Closing Date

21 April 2023