Financial Wellness Coach

About the position

Do you have a passion for helping people take control of their finances? A leading organisation specialising in employee financial wellness solutions is seeking a Financial Wellness Coach to join their dynamic team based in Centurion, Lyttelton.
This is a meaningful role where your work directly contributes to improving lives, reducing financial stress, and guiding individuals toward financial freedom.

Role details:

• Provide one-on-one coaching to employees struggling with debt and financial planning
• Assist clients in understanding their financial position and developing actionable solutions
• Educate employees on budgeting, savings, credit scores, and responsible borrowing
• Guide clients through debt rehabilitation and financial recovery options
• Maintain accurate coaching records and track progress
• Collaborate with internal teams to ensure a seamless client experience
• Empower clients to take ownership of their financial journey

Requirements

• Minimum 1-2 years experience in a financial advisory, debt counselling, collections, credit management, or similar role
• Knowledge of credit reports, debt review processes, or financial rehabilitation (advantageous)
• Excellent interpersonal and communication skills able to build trust quickly
• Strong problem-solving ability and genuine desire to help others
• Matric required; a qualification in finance, counselling, or related field is a plus
• Fluent in English; additional South African languages beneficial
• Must be based in Gauteng or willing to work from Centurion (office-based role)

Desired Skills:

• financial advisory
• financial advisor
• finance
• financial planning
• financial coaching

Desired Work Experience:

• 1 to 2 years Investments, Insurance & Assurance
• 1 to 2 years Other Finance