Senior Financial Wellness Consultant

7 days ago


Cape Town, Western Cape, South Africa Energy At Work Full time
The Senior Financial Wellness Consultant main responsibilities are to assist Corporate employees to improve their overall financial wellbeing through the evaluation of employees 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 drivers 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.

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