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 Oice 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 #J-18808-Ljbffr