Role Overview & Responsibilities

Technical Consulting & Compliance

• Provide technically sound and compliant advice, aligned with legislative updates and client needs.
• Maintain FAIS accreditation, ensuring compliance with all regulatory requirements.
• Procure fidelity guarantee insurance and facilitate underwriting where necessary.
• Negotiate product and service provider agreements (e.g., Group Life Assurance, PHI, funeral cover).

Client Relationship Management

• Independently manage a portfolio of clients, with strategic guidance from senior colleagues.
• Build strong relationships with trustees, employers, and other key stakeholders.
• Develop annual client plans, schedule trustee/management committee meetings, and ensure adherence to milestones.
• Respond to client requests and queries in a timely and professional manner.
• Maintain comprehensive written records of...