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Financial Wellness Coach

The Legends Agency

Centurion

On-site

ZAR 300,000 - 450,000

Full time

4 days ago
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Job summary

A leading organisation focused on employee financial wellness is looking for a Financial Wellness Coach in Centurion. In this meaningful role, you will provide coaching to help individuals reduce financial stress and achieve financial freedom. Ideal candidates will have at least 1-2 years of relevant experience and strong communication skills.

Qualifications

  • Minimum 1-2 years experience in financial advisory or related roles.
  • Knowledge of credit reports and debt review processes is advantageous.
  • Fluency in English; additional languages are beneficial.

Responsibilities

  • Provide one-on-one coaching to employees on financial planning.
  • Educate employees on budgeting, savings, and responsible borrowing.
  • Guide clients through debt rehabilitation and financial recovery.

Skills

Interpersonal skills
Communication skills
Problem-solving

Education

Matric
Qualification in finance or counselling

Job description

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.

  • 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)
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