Financial Wellness Consultant-(Thabazimbi)

2 days ago


Thabazimbi, Limpopo, South Africa Old Mutual Full time

Let's Write Africa's Story Together

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

This role is responsible for developing, maintaining, and implementing processes required to sustain knowledge management in the organisation. The incumbent is individually accountable for achieving results through own efforts.

Induction Sessions
  1. Representing Old Mutual during the induction sessions professionally.
  2. Clearly explain Old Mutual services to new employees.
Confidential One-on-One Sessions
  1. Obtain consent from employees to request their Credit Report.
  2. Explain the Credit report and their financial situation.
  3. Use tools provided by Old Mutual to assist employees with their budgeting.
  4. Explain annuity options available to employees at retirement.
Debt Relief Solutions
  1. Facilitate legal support for employees with garnishee orders and with loan agreements.
  2. Assist employees with financial-related queries.
Financial Education
  1. Arrange financial education workshops to improve financial literacy of employees.
  2. Contribute towards improvement of basic understanding of tax and wills.
Stakeholder Management
  1. Build relationships with senior leadership team, relevant trade unions, and HR representatives.
  2. Provide support and manage relationships with key stakeholders.
  3. Produce site reports for monthly activity.
Qualifications

NQF4, RE 5, and FAIS compliant advantageous.

Responsibilities
  1. Perform routine administrative duties such as drafting correspondences, scheduling appointments, organizing and maintaining data, and assisting internal and external stakeholders.
  2. Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.
  3. Schedule appointments, make arrangements for meetings and conferences, and organize travel plans.
  4. Prepare routine letters, emails, minutes of meetings, and reports for approval by more senior colleagues or a senior executive.
  5. Prepare moderately complex documents using a variety of applications for technology devices.
  6. Design own monthly schedule and, if necessary, assign work to others to speed up office workflow.
  7. Produce accurate reports by collecting data from a variety of standard sources.
  8. Extract and combine data to generate standard reports.
  9. Monitor and analyze data using budgeting systems and protocols.
  10. Develop and maintain excellent process or technical skills.
  11. Develop working knowledge of the organization's policies and procedures.
  12. Support others by carrying out simple procurement tasks.
Skills

Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretation, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review.

Competencies

Directs Work, Drives Results, Ensures Accountability, Manages Complexity, Optimizes Work Processes, Plans and Aligns, Tech Savvy.

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required).

Closing Date

04 April 2025, 23:59.

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story

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