Financial Wellbeing Consultant
Financial Wellbeing Consultant
Posted on :
28-08-2025
Employer Active
1 Vacancy
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Job Description
To fulfil on the Retail and Institutional Customer Value Proposition by inter alia assisting with financial wellbeing days wellness days member education seminars campaigns themed campaigns and initiatives work-site marketing and consulting as well as fund specific workshops and financial wellness. Where necessary to support and assist the Financial Planning Consultants to provide holistic financial planning advice to corporate funds members by identifying their investment and lifestyle needs and objectives and to identify new business opportunities within existing and potential client bases. To help develop and implement strategies and manage relationships with key personnel within assigned and segmented Corporate accounts.
Experience required
At least 6 months - 2 years experience in the: -
Financial Services industry including service providers and the retail market
Legislation governing investment markets (local and offshore) investment vehicles and retirement funds
Tax implications of the various investment options available
Specific long-term Insurance Categories
Compulsory and Discretionary Investments
Ability to provide Estate Planning advice and the gathering of information to draft standard wills
Ability to build rapport with key stakeholders
Educational required
Matric
Tertiary qualification i.e. relevant. BCom/BBus allowing access to a Post graduate diploma in Financial Planning
NQF 5 in Wealth Management or higher wealth management qualification
RE5
Advantageous - CFP license (member of the FPI or studying towards it)
To attend and assist at corporate wellness days;
To attend and assist at corporate financial wellbeing days;
To attend and assist corporate member education sessions;
To assist with campaigns themed campaigns projects and initiatives as required;
To effectively manage leads from various interventions and provide feedback;
As required to assist with worksite marketing and financial awareness;
To assist in segmented Corporate accounts with brand marketing and financial planning needs;
Develop and implement strategies with Senior Consultant to create and manage business opportunities arising within assigned and segmented Corporate accounts;
Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts;
Assist clients with financial planning advice and solutions aligned to the 6 step financial planning process including:
Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussions; Provide the client with information on the performance of the various investment portfolios available;
Educate the clients with regards to basic investment principles i.e. risk versus reward market sentiment trends performance (offshore and local) benchmarks etc;
Resolve client concerns queries and/or complaints;
Source new business by means of referrals.
At least 6 months - 2 years experience in the: -
Financial Services industry including service providers and the retail market
Legislation governing investment markets (local and offshore) investment vehicles and retirement funds
Tax implications of the various investment options available
Specific long-term Insurance Categories
Compulsory and Discretionary Investments
Ability to provide Estate Planning advice and the gathering of information to draft standard wills
Ability to build rapport with key stakeholders
Educational required
Matric
Tertiary qualification i.e. relevant. BCom/BBus allowing access to a Post graduate diploma in Financial Planning
NQF 5 in Wealth Management or higher wealth management qualification
RE5
Advantageous - CFP license (member of the FPI or studying towards it)
To attend and assist at corporate wellness days;
To attend and assist at corporate financial wellbeing days;
To attend and assist corporate member education sessions;
To assist with campaigns themed campaigns projects and initiatives as required;
To effectively manage leads from various interventions and provide feedback;
As required to assist with worksite marketing and financial awareness;
To assist in segmented Corporate accounts with brand marketing and financial planning needs;
Develop and implement strategies with Senior Consultant to create and manage business opportunities arising within assigned and segmented Corporate accounts;
Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts;
Assist clients with financial planning advice and solutions aligned to the 6 step financial planning process including:
Make a written recommendation based on a clients responses to the risk profile questionnaire and subsequent discussions; Provide the client with information on the performance of the various investment portfolios available;
Educate the clients with regards to basic investment principles i.e. risk versus reward market sentiment trends performance (offshore and local) benchmarks etc;
Resolve client concerns queries and/or complaints;
Source new business by means of referrals.
Required Experience:
Contract
Employment Type
Full-Time
Key Skills
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