Associate Consultant ACA

Job Description

Who are we?
Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Employee Benefits (SEB) and Sanlam Health Management (SHM) and the soon to be established Sanlam Corporate Solutions. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to targeted corporates. What will you do?
Liaising with internal and external service providers, in order to provide employee benefit consulting services to a portfolio of retirement fund clients (standalone and umbrella), within the retirement fund industry’s legislated framework.
Prepare trustee packs (agendas which consist of all items to be discussed at the meeting) and submit to Principal Consultant for sign-off. Prepare risk benefit market tests on clients on instruction from the Principal Consultant and in line with ACA's best practice Attend all internal consulting forums and requisite arranged internal and external training sessions. Build and maintain functional relationship with other divisions and external service providers to ensure excellent client service i.e. with insurance companies, investment managers etc. Prepare investment return summaries by requesting information around a fund's updated asset values and investment performance per portfolio and preparing a summary thereof and submit to Principal Consultant for sign-off. Complete all general daily tasks set by Principal Consultant (filing, follow ups etc.).
What will make you successful in this role?

Responsibilities + Skills

Business writing skillsVerbal communication skillsOrganisational skillsComprehension & retention of technical informationComprehension & execution of instructionsGood team playerDeadline driven

Education

B-degree in Commerce or Law (NQF level 6)B.Com. Honours is preferredRegulatory Exam completed

Experience

2 years experience in employee benefits consulting3 years experience in employee benefits is preferred

Job Summary

  • Published on: Friday, 6th December 2019
  • Designation: Associate Consultant ACA
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: not
  • Gender:
  • Application Deadline: Friday, 6th December 2019

About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website: www.sanlam.co.za
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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