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Senior Financial Wellness Consultant - Wynberg

Bayport Financial ServicesZA

30+ days ago

Job description

Job title : Senior Financial Wellness Consultant - Wynberg

Job Location : Western Cape, Deadline : March 28, 2025 Quick Recommended Links

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Description

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.

To contribute to Bayport Financial Services growth and profitability by offering Money Solutions products and services to Corporate Employees in line with Bayport’s Corporate strategy.

Requirements

MINIMUM REQUIREMENTS

A Level 7 qualification in Finance, Commerce or Marketing; OR

An NQF Level 4 and 5-years experience and high performance in loan sales at Bayport.

People 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 fluent in English. This includes both the verbal and written mediums. At least one or two African Languages will be an advantage.

A legit driver’s licence - Code B.

PREFERED REQUIREMENTS

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.

PREFERRED INDUSTRY EXPERIENCE

Debt Counselling, Debt Administration, Legal process understanding

National Credit Act (NCA) basic knowledge.

Credit Industry knowledge.

Accounting / Financial Services jobs