Financial Services Advisor

Job Title Financial Services Advisor

Job Description Jumpstart your career in Cape Town! Join Concentrix as a Financial Services Advisor on an internationally innovative campaign. Vibrant on-site office, and friends for life. Apply now!

Ready to make an impact? Bring your skills, drive, and ambition to Concentrix — where 550,000+ game-changers across 70+ countries are proud to call us their employer of choice . Belong to a global community that celebrates individuality and diversity. Grow with the tools, support, and opportunities to become your best self. Thrive in a culture that champions your success and well-being. Unlock endless career possibilities and achieve greatness — together.

Jumpstart your career in Cape Town! Join Concentrix as a Financial Services Advisor on an internationally innovative campaign. R8500 base salary , vibrant on-site office, and friends for life. Apply now! This Financial Services Advisor role at Concentrix is a great match if you:

• Minimum of Grade 12 / Matric with Mathematics or Accounting as a subject
• Minimum 12 months’ Customer Service experience within a UK campaign (Essential) OR 12+ months international customer service experience in the Financial Services industry (Banking/Insurance)
• Customer Service Experience (Advantageous)
• Clear criminal and credit record
• Ability to work on multiple systems
• Able to prioritise and organise workload
• B2 English Language

**What is in it for you?

In this role, we offer benefits that help you support your unique lifestyle:**

• Base Salary of R8500

• Choice between Medical Aid OR Medical Insurance.

• Medical aid – Covers only the employee

• Medical insurance – Covers employee and 2 dependents

• Retirement Fund

• 2.5% employer contribution, 2.5% employee contributions

• Subsidized transport

• Subsidized transport is provided between the hours of 7 pm and 6 am - Employee will contribute a maximum of R350

• Night Shift allowance

• 10 - 15% adder for all hours worked between 6 pm – 6 am

• Fantastic Employee Assistance Programme (EAP)

• Group life cover

• Access to financial well-being sessions, will-writing sessions and stress management sessions

• Team building and upskilling training opportunities

• Interactive and inclusive company culture

What You Will Do In This Role Managing Risk & Applying Control

• Champions a strong risk culture in line with the I AM Risk principles.
• Identifies, assesses, and reports risks (conduct, operational, credit, financial crime) and takes action to mitigate them.
• Ensures full compliance with Financial Crime regulations — including anti-money laundering, sanctions, bribery, corruption, terrorist financing, and tax evasion controls.
• Follows TCF (Treating Customers Fairly) guidelines and protects customer data through correct ID&V processes.
• Accurately records all call content and actions on relevant systems.
• Completes 100% of mandatory training and escalates complex issues appropriately.

People

• Shows personal resilience during emotionally difficult conversations.
• Acts as a brand role model and stays current on Santander UK products and services.
• Commits to ongoing learning, self-assessment, and development training.
• Works closely with line managers on growth areas and actively contributes to performance reviews and plans.

Commercial

• Educates customers and signposts them to support resources or third-party help to prevent further debt.
• Matches customers to sustainable debt solutions so they can repay what's owed and the bank can recover funds.
• Refers accounts to Debt Collection Agencies or Litigation when appropriate.
• Keeps customer contact details up to date.
• Manages own performance to maintain service levels across telephony and chat channels.

Customer

• Listens actively and empathetically, conducting a full health and wealth fact-find.
• Treats each customer as an individual to deliver the right outcome.
• Helps customers make informed decisions using the budget planner and fact-find data.
• Clearly explains next steps, review dates, and consequences.
• Encourages customers to adopt digital channels and self-service tools.
• Delivers on productivity and quality targets to improve customer experience.

In One Sentence

"A customer-focused role that combines empathetic debt support with strict risk, compliance, and regulatory responsibilities — helping vulnerable customers find sustainable solutions while protecting both the customer and the bank." Eligibility to work In accordance with South African law, only applicants who are legally authorized to work in SA will be considered for this position, and the appointment will be made in line with the company’s EE Plan.

Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel working within this job title.

Concentrix is an equal opportunity employer. Concentrix evaluates qualified applicants without regard to race, colour, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability status or any other legally protected characteristic.