Financial Services Advisor

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.

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

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

• Champions a strong risk culture
  in line with theI AM Riskprinciples.
• 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 &V processes.
• Accurately records
  all call content and actions on relevant systems.
• Completes 100% of mandatory training
  and escalates complex issues appropriately.

• 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.

• 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.

• Listens actively and empathetically
  , conducting a fullhealth and wealthfact-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…