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 all client interactions, including meetings and communications. Meeting & Governance Support Prepare meeting agendas and compile full trustee packs, including administrative and investment reports.
Attend trustee and management meetings, ensuring accurate minute-taking and action tracking.
Monitor and follow up on all meeting action items to ensure timely completion.
