Job Description

To manage and advise on allocated client relationships, delivering high-quality employee benefits consulting and servicing, while contributing to client retention, satisfaction, and growth.

Hello Future, Assistant Consultant (Employee Benefits),

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of the people that make it happen.

As part of our team in FR Life Assurance, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

To provide operational, client servicing, and relationship support to the servicing team, ensuring timely resolution of client queries while developing the technical, advisory, and stakeholder management skills required to progress into a Relationship Manager role

Are you someone who can:

• Support Relationship Managers in delivering a consistent and high-quality client experience across allocated portfolios.
• Resolve routine and day-to-day client, employer, and member queries, escalating more complex matters where required.
• Assist with the coordination and follow-through of client requests, ensuring queries are managed efficiently and resolved within agreed timelines.
• Participate in client interactions and engagements to build exposure to the employee benefits environment.
• Support member presentations, member education initiatives, and campaigns focused on improving member engagement and digital adoption.
• Assist members with accessing and navigating digital platforms, including onboarding members onto the App and related self-service tools.
• Provide language support and translation assistance where appropriate to improve member understanding and experience.
• Prepare client correspondence, reports, presentations, meeting packs, and other servicing documentation.
• Build technical knowledge of retirement funds, group risk products, legislation, and industry practices to support future career progression.
• Demonstrate initiative and ownership in following up with internal and external stakeholders to ensure matters are resolved effectively

You will be an ideal candidate if you have:

• Grade 12 (NQF Level 4)
• NQF Level 5 would be advantageous
• 2 years' experience within Insurance

Key Responsibilities

• Manage and resolve basic client, employer, broker, and member queries.
• Track and follow up on outstanding actions with administrators, insurers, and internal stakeholders.
• Draft professional emails, client communications, and meeting notes.
• Support the preparation of client reviews, reports, presentations, and governance packs.
• Assist with member communication and education initiatives.
• Facilitate member onboarding onto digital platforms and applications.
• Attend client meetings and presentations as part of ongoing development.
• Maintain accurate records and documentation.
• Escalate risks, trends, and service concerns to the Relationship Manager.
• Support ad hoc projects and service improvement initiatives.

Key Competencies

• Strong attention to detail and accuracy.
• Professional verbal and written communication skills.
• Ability to build credibility and interact confidently with clients, members, brokers, and internal stakeholders.
• Strong organisational and time-management skills.
• Problem-solving mindset with a willingness to take ownership.
• Initiative and persistence in driving query resolution.
• Customer-centric approach.
• Learning agility and a desire to develop into an advisory role.

Success Profile

The Assistant Consultant is someone who:

• Is dependable and highly organized.
• Produces professional and accurate work.
• Communicates confidently and professionally at all levels.
• Takes ownership of tasks and follows through to resolution.
• Demonstrates curiosity and a willingness to learn.
• Is actively developing the skills and technical knowledge required to become a future Relationship Manager.

Development Focus

• Technical Employee Benefits knowledge
• Client relationship management
• Presentation and facilitation skills
• Advisory capability
• FAIS and regulatory readiness (where applicable)

You will have access to: 

• Opportunities to network and collaborate
• A challenging yet growth enabling environment
• Opportunities to innovate 

We can be a match if you are: 

• Adaptable and curious
• Analyse and map out end to end processes 
• Be an independent worker and be able to work with a broad range of stakeholders 
• Thrive in a collaborative environment

Apply now if you are interested in taking the next step. We look forward to engaging with you!

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties. 

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Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

12/09/26