Job Description

Closing Date 2025/04/10
Reference Number MMH250402-6
Job Title Fund Relationship Consultant
Position Type Permanent
Role Family Operations
Cluster Momentum Corporate
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
IntroductionThrough 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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role PurposeProviding an efficient and effective service to clients by supporting the Senior Consultant in their fund engagement obligations.
Requirements

• Matric (Grade 12).
• Relevant Degree or Diploma.
• 1 to 3 years of Employee Benefits experience.
• 1 year experience in minute-taking and agenda preparation experience.
• Fund Administration experience is advantageous.

Duties & Responsibilities

• Assist with first line queries from clients and internal stakeholders ensuring that they are resolved or escalated timeously.
• Build and maintain a network of relationships with internal stakeholders ensuring effective service delivery to consultants and clients.
• Maintain a consistent service delivery to the consultants' team that will result in client retention and satisfaction.
• Assist with and follow up on action items from client meetings ensuring the timelines and required outcome as agreed with the client are clearly stated.
• Preparation of agendas, board packs, minutes and file notes for client meetings ensuring quality, accurate and timeous reporting.
• Provide documentation to the Legal Department for submission to the Financial Services Conduct Authority (FSCA) and follow up regularly to ensure timeous finalization.
• Ensure maintenance of relevant databases (share drive) and records for the team, for ease of reference and retrieval of data (save documents).
• Maintain a S14 register and assist with the monitoring of all section 14s applications, ensuring that the process followed is in line with legislation.
• Update Fund year plan and meeting schedule for area of responsibility.
• Maintain a register of all Pension Fund Adjudicator (PFA) complaints, and ensure adherence to agreed timelines.

Competencies

• Client Commitment.
• Drive for results.
• Self xe2x80x93 awareness.
• Diversity and Inclusiveness.
• Impact and Influence.

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Group