Financial Wellness Consultant - 12month FTC (Burgersfort)

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders

Job description:

Induction Sessions

• Representing Old Mutual during the induction sessions professionally
• Clearly explain Old Mutual services to new employees

Confidential One-on-One Sessions

• Obtain consent from employees to request their Credit Report
• Explain the Credit report, and their financial situation
• Use tools provided by Old Mutual to assist employees with their budgeting
• Explain annuity options available to employees at retirement

Debt Relief Solutions

• Facilitate legal support for employees with garnishee orders and with loan agreements
• Assist employees with financial related queries

Financial Education

• Arrange financial education workshops to improve financial literacy of employees
• Contribute towards improvement of basic understanding of tax and wills

Stakeholder Management

• Build relationships with senior leadership team, relevant trade unions and HR representatives
• Provide support and managing relationships with key stakeholders
• Producing site reports for monthly activity

his role is responsible for developing, maintaining and implementing processes required to sustain knowledge management in the organisation. The incumbent is individually accountable for achieving results through own efforts.

Induction Sessions

Representing Old Mutual during the induction sessions professionally

Clearly explain Old Mutual services to new employees

Confidential One-on-One Sessions

Obtain consent from employees to request their Credit Report

Explain the Credit report, and their financial situation

Use tools provided by Old Mutual to assist employees with their budgeting

Explain annuity options available to employees at retirement

Debt Relief Solutions

Facilitate legal support for employees with garnishee orders and with loan agreements

Assist employees with financial related queries

Financial Education

Arrange financial education workshops to improve financial literacy of employees

Contribute towards improvement of basic understanding of tax and wills

Stakeholder Management

Build relationships with senior leadership team, relevant trade unions and HR representatives

Provide support and managing relationships with key stakeholders

Producing site reports for monthly activity

Qualification:  

NQF4, RE 5 and FAIS compliant advantageous.

 

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Skills

Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Executing Plans, Financial Acumen, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

Competencies

Directs Work

Drives Results

Ensures Accountability

Manages Complexity

Optimizes Work Processes

Plans and Aligns

Tech Savvy

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 July 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!