Job Description

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: