• Design Exam Papers at NQF5 Level for Wealth Management• Assess Exam Scripts at NQF5 level for Wealth Management

• Facilitate training across Investment products, i.e Investment accounts, Tax-free investment accounts and Endowment policies• Facilitate training across Retirement Fund products, i.e, Pension and Provident funds, Preservation funds, Retirement Annuities, as well as Living Annuities• Facilitate training and design training material on Microsoft Office programs customised to the required needs of the business• Facilitate training and design soft skills programs customised to the needs of the business• Design, develop and facilitate processes from an operational perspective• Design and develop product material when required

• Train external clients on Employer portal systems. This is done online or face to face, depending on the client's request.• Facilitate training sessions with staff of external clients to better understand the retirement products they are invested in.• Escalate any leads created from interactions to the sales team.• Maintain relationships with internal stakeholders to ensure the client experience is achieved when on onboarded.•Maintain the relationship with the external clients.•Assist sales team when required to obtain potential new business.•Design and maintain reporting mechanisms to assess team performance.•Assist the Operations teams when required with processors and training.

• Client reporting e.g. extraction and interrogation of investment statements, audit certificates,• SARB reports• Assist with new business implementations• Monthly bank valuations• Monthly payment instructions for special clients (AECI, Met staff)• Quarterly Policy value calculations• Monthly confirmation of increases• Policy contracts and endorsements checking• Basic retail annuity quotes• Ad-hoc investigations• Ad-hoc queries from Corporate Actuarial and Annuity operations• Projects• Current project – data clean up• Liaising with Annuity operations and assistance with the relationship maintenance

• Facilitate soft skills training• Facilitate technical training where needed• Meet with relevant stakeholders such as management and staff to discuss development plans for the next 12 months• Continuous consultations with management and staff to ensure development is happening• Record training interventions in a manner that is easy to complete the WSP process• Source training providers for interventions not offered internally by the organisation• Book training for the interventions identified by management and staff• Process the payment of invoices to Service Providers• Ensure that all training done is captured on a Learning Management System.• Provide support to the administrator capturing the training interventions• Provide support to learning consultants in other regions to ensure consistency• Take responsibility of any additional training requests that arises after the meetings with stakeholders• Work as a team with other Learning Consultants to design and develop new courses, as well as update or review existing courses offered internally• Guide and support leaners on a Learnership (Unemployed) by being a Mentor until they are integrated into the business or the learnership ends• Identify training or development gaps in the business from interactions with stakeholders, and provide solutions to business.• Provide information and support to the SDF when required• Design customised programmes with external Service Providers when needed• Design customised programmes internally based on the Needs Analysis when needed• Be aware of the vision and strategy of the business and development management and staff accordingly• Assist OD Consultants with coaching of staff and management

• Setting of rates for Rate Reviews• Setting of rates for Quotes on existing business• Setting of rates for Quotes on new business• Produce Claims Experience to the market• Produce Claims Experience for Analyzing• Analyze Claims Experience for rate setting on large schemes• Complete miscellaneous queries within turnaround time• Checking of Rate Reviews and miscellaneous jobs done by Analysts• Training and mentoring of Analysts• Completing special projects for the benefit of the team

• Payment of death, funeral and disability claims• Processing all administration work for the payment of claims• Follow up on all outstanding documents for payment of claims• Installation of new business onto an operating system• Run revisions of schemes annually• Calculating members’ covers and advising Underwriters of members above Free Cover Limits.• Tending to all queries sent by brokers, clients and consultants• Maintain a high level of service to all clients

• Scanning of all incoming mail for Claims Assessors and Underwriters• Registering all scanned mail and allocating to different departments• Key link to Claim Assessors and Underwriters• Coding of all mail and correspondence for Risk Administrators• Allocating all decoded mail and correspondence to appropriate administrator• Handling all queries from above departments with regards to mail and correspondence• Loading of member details onto an operating system.

• Cashier functions• Handling of branch float• Credit vetting• Arrears collections• CPS collections• General administration• Filing

• Assisting customers with any queries• Selling products to customers• Checking in of stock• Performing stock-takes at various branches• Cashing up procedures• Dealing with customers in foreign currency