Financial wellbeing consultant

Purpose

We are looking for a passionate and driven Financial Wellbeing Consultant to empower members within our corporate client base to make informed financial decisions and achieve their long-term financial goals.

This role combines relationship-building, financial advice and member engagement through both face-to-face consultations and telephonic support. You will play a key role in delivering financial wellness solutions, retirement planning guidance and personalised advice while creating meaningful opportunities to grow and strengthen client relationships.

Key Focus Areas Deliver face-to-face financial consulting and member engagement across assigned corporate clients. Provide retirement, investment and financial planning guidance to members through workplace engagements and the My Money Matters contact centre. Manage inbound and outbound member interactions, supporting retirees, leavers, joiners, and existing members. Convert advice opportunities and leads into ...

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