Financial Coach

Believe Resourcing; Johannesburg; On-site; ZAR 50,000 - 200,000; Full time

Job summary

A financial services consulting firm in Johannesburg is seeking a Financial Coach to empower clients through financial education and support. This full-time role involves guiding clients toward financial wellness, managing coaching appointments, and applying relevant legislation. The ideal candidate has a debt counselling certification and strong communication skills. Competitive salary and growth opportunities included.

Benefits

Commission structure

Health insurance solution

Disability and Funeral cover post-probation

Qualifications

• 2–3 years of experience in financial coaching or personal finance advisory.
• Strong understanding of debt management tools and credit scores.
• Excellent communication and interpersonal skills.

Responsibilities

• Handle inbound client calls and outbound campaigns.
• Book appointments for financial coaching.
• Maintain accurate documentation and case records.
• Educate clients on budgeting and debt management.
• Create customised action plans for clients.

Skills

Financial coaching experience

Understanding of budgeting

Communication skills

Client confidentiality

Empathy

Problem-solving skills

Education

Debt counselling certification

Job description

Job Title: Financial Coach

Location: Office-based – GautengEmployment Type: Full-time | 3-month probationary periodIndustry: Financial Services / Debt Management / Financial Education / Coaching / Financial WellnessSalary: R8 500 – R11 000 per month (depending on experience)Start Date: ASAP

Benefits

• Commission structure (explained during onboarding and tracked over 3 months)

• Momentum Health4Me – primary health insurance solution (note: not medical aid)

• Group Risk, Disability, and Funeral cover (post-probation)

• Please note: No medical aid or retirement savings plans are provided. Candidates are encouraged to plan independently for these.

Why Apply?

If you're passionate about empowering others through financial education, this is your opportunity to make a meaningful difference. This role offers purpose-driven work within a supportive, growth-focused team, where you’ll have the chance to guide individuals toward financial freedom.

About the Company

Our client is a purpose-led organisation committed to enhancing financial wellness across South Africa. With a strong focus on education, innovation, and inclusive solutions, they empower individuals to take control of their financial futures. Their services are rooted in compassion, integrity, and a drive to create lasting, positive change in people’s lives.

About the Role

As a Financial Coach, you will guide clients to improve their financial well-being through one-on-one coaching, practical financial education, and support in setting and reaching their goals. The role includes handling inbound and outbound calls, managing case documentation, and tracking client progress through tailored action plans.

Key Responsibilities

• Handle inbound client calls and outbound campaigns

• Book appointments for financial coaching

• Communicate clearly and empathetically with clients

• Maintain accurate documentation and case records

• Educate clients on budgeting, debt management, credit improvement, and savings

• Assess client financial situations and create customised action plans

• Refer clients to appropriate partners for financial planning and services

• Track client progress and provide motivation and feedback

• Stay informed on financial regulations and coaching methods

• Understand and apply relevant legislation, including the National Credit Act and Consumer Protection Act

Requirements

• 2–3 years of experience in financial coaching, debt review, or personal finance advisory

• Debt counselling certification (mandatory)

• Strong understanding of budgeting, credit scores, debt management tools

• Excellent communication and interpersonal skills

• Ability to work independently and maintain client confidentiality

Desirable Attributes

• Empathetic, non-judgmental, and patient

• Goal-oriented and able to inspire accountability

• Strong problem-solving and decision-making skills

• Passionate about empowering individuals through financial education