Retirement Benefits Counsellor
Sygnia Asset Management
Vacancy at a glance
Confirm details and submission instructions on the original advert.
Overview
To provide retirement benefits counselling and member education services to members of the Sygnia Umbrella Retirement Fund, ensuring that members understand their fund benefits, available options, and the implications of decisions made at key benefit events.
Requirements
- Relevant tertiary qualification in Finance, Employee Benefits, Financial Planning, or a related field.
- Minimum of 3 years' experience within the retirement fund, employee benefits, or broader financial services industry.
- Sound knowledge of retirement fund structures, member benefits, and applicable legislation.
- Proficiency in Microsoft Office applications.
- Good understanding of the South African retirement fund environment.
- Knowledge of the Pension Funds Act and related retirement fund legislation.
- Strong verbal and written communication skills.
- Presentation and facilitation skills.
- Ability to explain technical information in a clear and understandable manner.
- Strong interpersonal and relationship management skills.
- Good organisational and administrative skills.
- Attention to detail and accuracy.
- Experience in a retirement benefits counselling role.
- Experience within an umbrella fund environment.
- Relevant industry qualifications and/or professional memberships.
- Knowledge of financial wellness programmes and member education initiatives.
Responsibilities
- Conduct retirement benefits counselling sessions for fund members at benefit events.
- Explain retirement fund benefits, options available to members, and potential financial consequences of various choices.
- Assist members in understanding legislative and tax implications associated with benefit decisions.
- Promote the preservation of retirement savings and informed financial decision-making.
- Facilitate group and individual member education presentations, workshops, and financial wellness initiatives.
- Support the implementation of member communication programmes and campaigns.
- Provide clear and accurate information regarding fund benefits, rules, and processes.
- Respond to member queries within agreed service standards.
- Maintain professional relationships with participating employers, fund members, fund administrators, and internal stakeholders.
- Liaise with relevant parties to ensure effective delivery of member counselling and education services.
- Represent the organisation at wellness days and client engagement sessions as required.
- Maintain accurate records of counselling activities, member engagements, and related correspondence.
- Prepare activity reports and management information as required.
- Ensure counselling documentation is completed and retained in accordance with internal policies and procedures.
- Ensure all counselling activities are conducted in accordance with applicable legislation, fund rules, regulatory requirements, and company policies.
- Remain informed of legislative and industry developments affecting retirement funds and member education.
- Adhere to governance, risk management, compliance, FICA, POPIA, and Treating Customers Fairly (TCF) requirements where applicable.
How to apply
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