Fund Consultant

Overview

A strategic role responsible for managing and executing administrative, financial, and client‑facing functions within a complex fund environment. The position requires strong analytical capability, regulatory awareness, and the ability to build trusted relationships across stakeholders.

Minimum Requirements

• Bachelor’s degree in Finance, Business Administration, Accounting, Economics, or equivalent
• FAIS accreditation (advantageous)
• 3–5 years’ experience in scheme administration, customer service, financial analysis, fund management, or compliance
• Experience with Bonitas Medical Aid advantageous
• Proficiency in database systems (e.g., Oracle)
• Solid understanding of health insurance products, administration processes, and industry regulations
• Knowledge of claims management, Ex Gratia, and PMB

Key Responsibilities

Process Management

• Oversee service level adherence and fund administration at trustee level
• Prepare and distribute committee documentation within deadlines
• Resolve escalated queries and disputes, ensuring accurate follow‑up
• Maintain intranet/website content and compile operational reports
• Ensure regulatory compliance in collaboration with legal and compliance teams
• Analyse market trends and financial data to support investment recommendations
• Conduct risk assessments and monitor fund performance
• Coordinate with auditors, consultants, and legal advisors

Client Engagement

• Build and maintain relationships with third‑party providers
• Conduct client meetings to assess goals and risk appetite
• Present investment strategies, performance insights, and market outlooks
• Respond to client queries promptly to support retention
• Support development of marketing materials and client communications

Collaboration

• Communicate scheme requirements across departments and drive SLA compliance
• Present data insights to internal teams and trustees
• Train staff on fund processes and investment products
• Mentor junior team members and promote a collaborative culture

Financial Oversight

• Identify opportunities for cost optimisation and operational efficiency
• Monitor fund expenses and ensure budget adherence
• Support preparation of financial statements and regulatory reports
• Conduct financial analysis and recommend investment opportunities
• Maintain strong financial controls and reporting accuracy

Core Competencies

• Strong written and verbal communication
• Analytical and financial analysis capability
• Stakeholder engagement
• Organisational awareness
• Data