Senior Associate OMCC Consultant

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Senior Associate OMCC Consultant

Apply remote type Hybrid locations Durban time type Full time posted on Posted Yesterday job requisition id JR-52584 Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role provides employee benefits support and general consulting to a portfolio of prestigious clients and you would be required to attend the Board of trustees and sub-committee meetings and present new business and member education sessions. This role falls in our middle management category.

• S u pp o r t s O MC C C o n s u l t ant t o de l iver all c o n t ra c ted client de l iver i es.
• Pr o vides s u pp o rt t o O MC C c o n s u l t an t / s i n cl u d i ng arrang i ng and manag i ng mee t ings and f u nc t i o ns, receiving and h and l ing ca l ls,
• Pr o vides Employee Benefits and ge n eral c o ns u l t ing services t o a p o r t f o lio o f clie n t s.
• Devel o ps a n d i m p leme nt s s t ra t egy f o r t he p o r t f o lio o f clien t s.
• Pr o vides O MC C c o ns u l t ant w i t h inp u t and deliver on the clie n t s t r a t egy
• S u pp o r t s re t en t i o n o f ex i s t ing b u si n ess by en s u ring services are m et t o t he re q u ired agreed s t andards ( S L A ).
• S u p po r t s t he new b u si n ess t ake o n f u nc t i o n.
• B u ilds, enhances a n d m a nages client re l a t i o nsh i ps .
• Prepares t he age n da, m ee t ing p acks and board re p o r t s fo r mee t ings.
• T akes min u t es at mee t ings and p r o d u ces t he m i n u t es & actions .
• C o - o rd i na t es a n d manages ac t i o n i t ems.
• L iaises w i t h and n ego t i a tes de a d l ines w i t h re l eva n t pa r t ies.
• Prepares presentations and respond to PFA complaints

QualificationsandE x p erience r equi r ed

• Matric
• Tertiary qualification required, i.e. BC o m or Law degree
• Or Post grad diploma in Financial Planning
• Certified financial planner
• 3- 5 yrs g eneral Employee Benefits ex p er i ence required
• Must be FAIS compliant and R E5 is require
• Own vehicle to drive to clients face to face meetings.

Skills Education Closing Date 09 April 2024 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. The Old Mutual Story!

About Us

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience. #J-18808-Ljbffr