Senior Financial Wellness Consultant - Wynberg

Recruiter:

Energy At Work

Job Ref:

JHB000266/CP

Date posted:

Tuesday, March 25, 2025

Location:

Capetown, South Africa

Salary:

Monthly

SUMMARY:
Highly reputable Financial Services provider urgently seeks to appoint a Senior Financial Wellness Consultant.

POSITION INFO:
The Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employee’s financial situation, providing them with consolidation and/or personal loan solutions and educating employees on basic principles of good financial health.

Minimum Requirements:

A Level 7 qualification in Finance, Commerce or Marketing; OR
An NQF Level 4 and 5-years experience
- Experience in liaising with external service providers and 3rd party management.
- Debt Rehabilitation and Debt Counselling/consultation experience/knowledge.
- Debt evaluation and distress detecting abilities
Customer engagement is a key requirement
Financial literacy knowledge and skills – reasonable understanding of personal finance, debt and savings
Ability to explain basic financial concepts to others
Passion and desire to assist people in financial distress
Must be willing to work flexible hours
Must be willing to travel and stay in a location away from home for two to three months
Must be fluent in English. This includes both the verbal and written mediums. At least one or two African Languages will be an advantage
A valid driver’s license

This is an opportunity to be part of a dynamic organisation that offers future career potential.

Should you not hear from us within 2 weeks please deem your application as unsuccessful.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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