This is a Cape Town based position. (Head Office in Johannesburg)

Our client is a reputable financial administration concern with products and services in the Employee Benefits arena.

The successful candidate would provide professional advice to clients and comply with requirements of the FAIS Act and Codes of conduct. They would render a host of services to a porfolio of existing clients and  pursuing new clients.

In addition  to various administration requirements, experience  is  required in client presentations, interacting with third party broker clients and liaising with insurers, internal staff and Directors

Assist with Merger and Acquisition initiatives and prepare client proposal documents.

Ensure all Section 14 transfers are timeously addressed  and finalised.

Co Umbrella trustee duties, attendance at fund meetings, attending to governance matters and signing of fund documents, including special rules, Section 14 documents, board resolutions and annual financial statements.

Take responsibility for the legal functions inside employee benefits. Set up structures to effectively manage and control of aforementioned.

A more detailed Job Description will be shared with a qualifying candidate.