Senior Consultant | Sandton

Purpose of this role

Generating income from funds managed to contribute to the profitability for the branch and the company’s; by providing a professional, quality service and consulting advice to clients; client satisfaction, retention, and expansion; through co-ordinating all internal and external contacts; keeping abreast of developments in industry, generating new business for the branch, whilst always ensuring that the company’s standards are maintained.

Requirements:

Education and Experience:

Recognised Bachelor’s degree (3 year)
CFP / CFA and/or working towards it, relevant post graduate management qualification
At least 6 years’ employee benefits consulting, risk benefits and investments experience required of which at least 3 years must be in a Supervisory capacity

Knowledge and skills:

Mastery of the concepts and principles of a specialist field, ability to manage other professionals in this field
In-depth professional knowledge and experience in a specialised field or broad knowledge of a number of fields
Technical, specialist or analytical skills acquired through tertiary education or the equivalent experience
After appointment to the job, 3 months training/ familiarisation time would typically be required for the job holder to become fully competent in the role
Problems are complex and open-ended and affect more than one area of the business. Solutions need to be determined through consultation with other areas of the business.
Problems are variable and require technical or analytical skills and several years of experience in the field or discipline.

Communication the job holder needs to understand:

Detailed written procedures
Detailed technical and/or functional instructions or queries
Detailed e-mail or mail correspondence
Written company policy documents
Current legislation affecting the job holder's area of responsibility
Case law and legal findings affecting the job holder's area of responsibility
Articles and research affecting the job holder's area of responsibility
Factual reports on aspects of the business
Complex financial reports

Communication the job holder needs to carry out:

Communication around escalated or difficult queries with customers or clients
Detailed verbal or written instructions or requests to employees or contractors
Detailed e-mail or mail correspondence
Drafting of factual reports, presentations, procedure or policy documents or training material
Explanation of complex products, services, or concepts to internal or external customers or clients
Drawing up project briefs
Drafting of internal or external newsletters, general articles or content for newspapers, journals, magazines, or internet sites
Negotiation with customers or suppliers over price, contracts, or services

Influence over practices and policies:

Is expected to come up with suggestions on improved practices
Influences or changes specific administrative or operational practices in a team, section, or department
Influences or changes specific administrative or operational practices affecting more than one department
Influences or changes broad practices or policies affecting a whole division or business unit
Influences or changes broad practices or policies affecting other areas of the business

Influence over others (not subordinates) inside/outside the organisation :

Is required to convey information to others in own work area
Is required to convey information to others outside of own work area but inside organisation
Is required to convey information to others outside of own organisation
Is required to persuade individuals inside the organisation
Is required to persuade individuals outside of the organisation

Competencies:

Leadership Competencies:
Purposeful collaboration
Growing capability
Commercial acumen
Strategic orientation
Impactful leadership
Driving change

Strategic Competencies

CUSTOMER CONNECTION

Relationship building

Advice

EXECUTION EXCELLENCE

Delivery

Accountability

Operational excellence

PEOPLE PRIORITY

Collaboration culture

Functional Competencies

Application and compliance with FAIS requirements
Managing a team (understanding HR policies, motivating staff, directing behaviour)
Supervising Reps on supervision
Running/facilitating meetings
Problem solving (conflict management, negotiation skills, leading)
Ability to apply legal framework
Solutioning & advisory: advise clients on the company's solutions/products and wider market
Purposeful collaboration (ability to collaborate across teams and platforms)
Professional etiquette
Financial literacy and budgeting
Client development ability – new business and upselling the company's products to existing clients

Key performance areas