Financial Wellness Consultant

As a Senior Financial Wellness Consultant at Bayport, your primary objective is to assist employees improve their overall financial wellbeing through the evaluation of employee’s financial situation; solving complex financial matters with a specific focus on those currently distressed or listed under bureau records. Your responsibility is to guide...

To contribute to Bayport Financial Services growth and profitability by offering financial wellness consolidation products and services in line with Bayport’s strategy. To improve customers overall financial wellbeing through the evaluation of customers financial situation, providing them with financial wellness solutions and educating customers on basic...

**Introduction** AFA requires the expertise of a Draftworx or/and CaseWare Financial Statement Consultant to assist our clients in drafting their financial statements for submission to their auditors. **Minimum qualifications**: - Studying towards a degree/diploma in accounting **Desired qualifications**: - BCom degree/equivalent **Minimum...

Our client, based in Johannesburg, is seeking to hire a Financial Accountant / Consultant. Location : Johannesburg & Pretoria & Client-Based. This role requires expertise in VAT, payroll, data capture, debtors and creditors management, and month-end processes, as well as drafting of AFS. Candidate will be required to travel locally (Johannesburg and / or...

At Wealthbit, we're on a mission to transform financial well-being, empowering individuals and families to live lives full of choice and opportunity. Our Financial Freedom Programme (FFP) equips employees through a powerful combination of our cutting-edge app, monthly workshops, and personalised financial coaching. Within this initiative, we partner with...

**KEY RESPONSIBILITIES AND ACCOUNTABILITY** - **Consulting**- Demonstrate a strong understanding of the Employee Benefits industry and the products available (medical schemes, retirement funds, group risk, wellness programmes, expatriate benefits, etc.). - Conduct in-depth analysis of members’ financial needs, provide appropriate advice, record it on the...

The purpose of the position is to perform various consulting engagements in the finance and accounting field, providing input and assistance to the client, being the financial manager or the CFO. The role also encompasses being a senior member of the Financial Insights team within IQbusiness, assisting with the development of other team members and offerings...

Purpose The role will focus on providing advice and facilitation services to grow our client numbers within the pre‑retirement and accumulation segments from our corporate membership base in both an advised and facilitated. In addition, it will provide support to the broader FPC business to ensure advice leads and opportunities are channelled to the...

Job PurposeProvide an effective and efficient conduit between ASI Financial Services (ASI) and its clients (i.e. members and appointed representatives of the organisation) through provision of advice, query resolution, administrative service, communication, training and education.Key ResponsibilitiesDemonstrate a good understanding of the Employee Benefits...

**KEY RESPONSIBILITIES AND ACCOUNTABILITIES** - **CONSULTING**- Demonstrate a strong understanding of the Employee Benefits industry, including medical schemes, retirement funds, group risk, employee wellness programmes, and expatriate health benefits. - Conduct detailed analyses of members’ financial needs and provide suitable advice, ensuring records are...