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Financial Wellbeing Consultants needed

Summit Financial Partners

Kathu · On-site Full-time 2mo ago

About the role

About

Want to explore a career in financial wellbeing while making a real difference in the world?

If you’re highly motivated, strong-willed individual with a passion for helping consumers take back control of their finances, you may be the colleague we’re looking for.

Summit is passionate about helping everyday South Africans fix their past financial mistakes and fight back against exploitative credit providers and debt collectors

It’s rewarding work, but that doesn’t mean we can’t have fun doing it!

We’re looking for a Financial Wellbeing consultant in Kathu.

Responsibilities

  • The successful incumbent will act as an ambassador for Summit by building relationships with key stake holders in the client company environment as well as with Summit’s business partners.
  • The incumbent will have face-to-face meetings with over-indebted clients to assist with finding suitable solutions
  • Presentations and financial literacy training will be required

Minimum Requirements

  • A suitable degree or diploma, either completed or in progress
  • 1 – 3 years relevant working experience
  • Previous experience in the financial services or related industry will be an advantage
  • Experience in financial literacy training will be an advantage
  • A working knowledge and understanding of the procedures relating to Garnishee Order & Debt Counselling
  • Excellent computer skills
  • Excellent English verbal and written skills (proficiency in other official South African languages - Zulu, Sotho is essential and English- will be an advantage)
  • A valid driver’s licence and own reliable transport

If you are interested in this position, please email your CV to brian@summitfin.co.za.

Reference for application: #Kumba Vacancy

If you do not hear from us two weeks after the closing date, please deem your application as unsuccessful.

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