Financial Wellness Coach

The Legends Agency; Centurion; On-site; ZAR 300 000 - 420 000; Full time

Job summary

A leading financial wellness organization in Centurion is seeking a Financial Wellness Coach. In this role, you will help employees take control of their finances through one-on-one coaching. The ideal candidate has 1-2 years of relevant experience, strong interpersonal skills, and a desire to empower others. This position requires a Matric qualification and offers the opportunity to make a meaningful impact on individuals' financial journeys.

Qualifications

• Minimum 1-2 years experience in financial advisory, debt counselling, or similar roles.
• Knowledge of credit reports and debt review processes is advantageous.
• Fluent in English; knowledge of additional South African languages is beneficial.

Responsibilities

• Provide one-on-one coaching to assist employees in financial matters.
• Educate clients on budgeting, savings, and responsible borrowing.
• Guide clients through their debt rehabilitation process.

Skills

Interpersonal skills

Communication skills

Problem-solving

Financial advising knowledge

Education

Matric

Qualification in finance or counselling

Job description

Overview

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.

Responsibilities

• 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)