The Consultant is responsible for efficiently and effectively managing a portfolio of funds, ensuring compliance with quality, time and standards. Driving business development initiatives and contributing to the overall profitability of the organisation. This role requires a strong focus on client satisfaction, business retention, and strategic engagement with key stakeholders, including trade unions and employer representatives.

Key Outputs:

Demonstrate business understanding:

• Gain extensive knowledge of NBC’s products and services to effectively drive revenue growth
• Demonstrate an understanding of the role of consultant
• Develop a new business strategy, including a targeted client acquisition list with specific timelines, and
• submit a progress report each month
• Meet the annual new business target of increasing membership under administration per annum

Plan and prepare for fund meeting:

• Prepare for and facilitate Trustee meetings
• Compile Trustee meeting agenda packs
• Arrangement and facilitation of pre-meetings with relevant departments

Assist in compiling financial information:

• Preparation of financial information for Year End i.e. timeous delivery and accuracy of checklist
• Prepare fund budgets

Co-ordinate Trustee Meeting logistics:

• Attend Trustee meetings and compile minutes
• Action queries arising from meetings

Provide service to clients:

• Co-ordinate service delivery to clients
• Facilitate communication with clients regarding Trustee Elections, Member communication, Fund Letters and
• conduct presentations to members/trustees
• Action Section 14 transfers
• Co-ordinate and facilitate Trustee training
• Monitor compliance with relevant legislation, regulations and bodies in line with client SLAs and NBC

Experience:

• Minimum of 3-5 years of experience in consulting, employee benefits, or financial services
• Strong understanding of fund administration, employee benefits, and financial regulations
• Experience in business development, client relationship management, and stakeholder engagement
• Proficiency in Microsoft O􀆯ice Suite (Word, Excel, PowerPoint, Outlook)
• In-depth knowledge of investments relating to the funds

Qualifications:

• A relevant Diploma or NQF 6 Qualification (further studies are advantageous)
• FAIS Compliant with RE5 completed

Skills & Behavioural attributes:

• Strong customer service orientation
• Excellent problem-solving and decision-making abilities
• Ability to work independently and take initiative
• Exceptional communication and negotiation skills
• Strong organisational and time management capabilities
• High attention to detail and accuracy
• Ability to work under pressure and meet deadlines
• Ethical, professional, and results-driven mindset