Consultant Specialist

About the Role:

We are seeking a proactive and detail-oriented Consultant Specialist to join our Corporate and Employee Benefits team in Johannesburg. This role is focused on managing a portfolio of clients, delivering professional consulting advice, and ensuring exceptional service and client satisfaction. You will be reporting to a Principal Consultant and contribute to a team of consultants, coordinate internal and external contacts, and contribute to the profitability and growth of the branch by generating new business and maintaining high standards.

• Manage a portfolio of clients and where applicable, oversee a team of associate consultants servicing the portfolio.
• Provide expert advice on investments, legislation, and benefit programs, keeping clients informed of industry developments.
• Compile and agree on year plans with clients; act as the interface between members, clients, and internal departments.
• Ensure smooth operation of all funds and timely resolution of action items.
• Prepare and distribute agendas, meeting packs, and minutes for trustee, management committee and sub-committee meetings; ensure agendas are sent one week before meetings and minutes are circulated within two weeks.
• Write reports, conduct daily administration, and ensure efficient running of funds.
• Calculate unit pricing and benefit calculations; compile and maintain account summaries.
• Monitor fees, budgets, and targets; ensure correct fee structures and timely billing.
• Conduct annual financial reviews and ensure compliance with financial statements and deadlines.
• Build and maintain strong client relationships, through regular client visits and providing trustee training, presentations, and workshops as needed.
• Liaise with insurance companies, investment managers, and other external parties.
• Coordinate and facilitate internal departments to ensure ultimate client service and attainment of objectives.
• Manage and develop self and others, setting development plans and driving a high-performance culture.

• Bachelor’s degree/Diploma or BA Law/LLB (FSCA Approved)
• FAIS compliant and accredited (Representative).
• Minimum 5 years related experience
• Strong knowledge of the Employee Benefits industry, pension funds, FAIS, and related legislation.
• Advanced relationship building and networking skills at all levels.
• Excellent oral and written communication skills.
• Proficiency in Windows applications (Excel, Word, PowerPoint, Email, Intranet) and Adobe PDF tools.
• Experience with workflow systems and financial management processes.

• Commercial acumen and strategic thinking.
• Purposeful collaboration and growing capability.
• Customer connection and client service orientation.
• Execution excellence, accountability, and results orientation.
• Strong organizational, administrative, and analytical skills.
• Ability to multi-task, delegate, and manage teams.
• Effective problem-solving and resourcefulness.
• Confident, assertive, and resilient.
• High attention to detail and accuracy.
• Professional etiquette and integrity.
• Ability to manage expectations and build trust relationships.
• Creative problem-solving and ability to think big picture.

At Alexforbes, we don’t just offer jobs - we build careers. Here’s what makes us stand out:

• Bursary and Leadership Development Programmes to help you grow professionally.
• E-Learning Forums and continuous learning opportunities.
• Financial Planning Support tailored for staff.

• Total Rewards Package:
  Competitive short- and long-term incentives.
• Power Of One:
  Monetary recognition for outstanding performance.
• Lead Incentives & Referral Bonuses for helping us grow our talent pool.

• Retirement Fund Contributions starting at 13% of CTC.
• Group Risk Cover:
  Funeral, Dread Disease, and Life Insurance.
• Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).

• Flexible Ways of Work:
  Hybrid work model to suit your lifestyle.
• Connectivity Benefit:
  Wi-Fi allowance.
• Employee Wellness & Assistance Programmes to support your wellbeing.
• My Savings Account to help you plan for the future.

We are an equal opportunity employer and value diversity at our company.

Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.