PRINCIPAL CONSULTANT – ALEXANDER FORBES

 

The Role
The division is looking to recruit a Principal Consultant to join their experienced consulting team. As Principal Consultant, the individual will report to the General Manager and facilitate in managing a portfolio of clients

Interested candidates will need to demonstrate the following:

Competencies

A good understanding of:

the financial services industry, including corporate and individual clients
investments, employee benefits and retirement funds
the tax implications on retirement benefits
linked products (preservation funds and retirement annuities)
voluntary products (discretionary vehicles)
life and risk products
Requirements
Qualifications:

Postgraduate Diploma in Financial Planning/Degree in Finance, Financial Management, Economics or any business related qualification
CFP will be an added advantage
Experience:

8 to 10 years experience in a Financial services environment of which 5 should have been in an Employee Benefits, Retirement Funds or related field
Experience in dealing with and interacting with Institutional Clients, Trustees or Management committee of prudentially regulated entities
Benefits
The company pays competitive rates aligned to the industry standard

Closing date and application instructions
Suitable candidates should email their CV and cover letter using the contact details below to the Human Resources Business Partner by no later than 17 November 2017

Email: recruitment@aforbes.co.bw

Note: Only shortlisted candidates will be contacted