- Financial advisory services in retirement, investments and savings products as well as umbrella funds. - Pension fund administration on umbrella funds and due diligence on risk and pension funds - ensuring client get the best products suitable for them. - Client relationship manager – ensuring the quality of service provided is to the standars of the clients expectations. - Product development within cell captives – Employee benefits products and long term products. - Payroll management of Caelum Actuaries and Consultants – PAYE and VAT management. - Developing training manuals and orientation programs for all staff – new entrants to the market as well as experienced advisers. - Job evaluation analysis and the selection and recruitment of staff. - Development of succession plans – developing a constant learning environment for staff. - Implementation of a sales strategy – B2B marketing and website management. - Tender compilation and tender strategy and planning implementation.