Job Description

Job Title: Financial Coach
Location: Office-based - Gauteng
Employment Type: Full-time | 3-month probationary period
Industry: Financial Services / Debt Management / Financial Education / Coaching / Financial Wellness
Salary: 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