Financial Wellness Consultant - 12month FTC (Mokopane)

<p style="text-align:left"><span class="emphasis-2"><b>Let&#39;s Write Africa&#39;s Story Together!</b></span></p><p style="text-align:left"><span class="emphasis-2">Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. </span></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Job Description</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Performs routine administrative duties such as drafting correspondences, scheduling appointments, organising and maintaining data, as well as assisting internal and external stakeholders<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p>Job description:</p><p><b>Induction Sessions</b></p><ul><li>Representing Old Mutual during the induction sessions professionally</li><li>Clearly explain Old Mutual services to new employees</li></ul><p></p><p><b>Confidential One-on-One Sessions</b></p><ul><li>Obtain consent from employees to request their Credit Report</li><li>Explain the Credit report, and their financial situation</li><li>Use tools provided by Old Mutual to assist employees with their budgeting</li><li>Explain annuity options available to employees at retirement</li></ul><p></p><p><b>Debt Relief Solutions</b></p><ul><li>Facilitate legal support for employees with garnishee orders and with loan agreements</li><li>Assist employees with financial related queries</li></ul><p></p><p><b>Financial Education</b></p><ul><li>Arrange financial education workshops to improve financial literacy of employees</li><li>Contribute towards improvement of basic understanding of tax and wills</li></ul><p></p><p><b>Stakeholder Management</b></p><ul><li>Build relationships with senior leadership team, relevant trade unions and HR representatives</li><li>Provide support and managing relationships with key stakeholders</li><li>Producing site reports for monthly activity</li></ul><p></p><p>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.</p><p></p><p><b>Induction Sessions</b></p><p>Representing Old Mutual during the induction sessions professionally</p><p>Clearly explain Old Mutual services to new employees</p><p></p><p><b>Confidential One-on-One Sessions</b></p><p>Obtain consent from employees to request their Credit Report</p><p>Explain the Credit report, and their financial situation</p><p>Use tools provided by Old Mutual to assist employees with their budgeting</p><p>Explain annuity options available to employees at retirement</p><p></p><p><b>Debt Relief Solutions</b></p><p>Facilitate legal support for employees with garnishee orders and with loan agreements</p><p>Assist employees with financial related queries</p><p></p><p><b>Financial Education</b></p><p>Arrange financial education workshops to improve financial literacy of employees</p><p>Contribute towards improvement of basic understanding of tax and wills</p><p></p><p><b>Stakeholder Management</b></p><p>Build relationships with senior leadership team, relevant trade unions and HR representatives</p><p>Provide support and managing relationships with key stakeholders</p><p>Producing site reports for monthly activity</p><p></p><p><b>Qualification:  </b></p><p>NQF4, RE 5 and FAIS compliant advantageous.</p><p> </p><p>na</p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Skills</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>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<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Competencies</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>Directs Work<h3></h3><h3></h3>Drives Results<h3></h3><h3></h3>Ensures Accountability<h3></h3><h3></h3>Manages Complexity<h3></h3><h3></h3>Optimizes Work Processes<h3></h3><h3></h3>Plans and Aligns<h3></h3><h3></h3>Tech Savvy<h3></h3><h3></h3><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Education</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><b>Closing Date</b></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p>30 July 2026 , 23:59<p style="text-align:inherit"></p><p style="text-align:inherit"></p><p><i><b>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.</b></i></p><p style="text-align:inherit"></p><p style="text-align:inherit"></p><p style="text-align:left"><i><span class="emphasis-2"><b>The Old Mutual Story!</b></span></i></p>