Financial Counsellor
Core
Provide professional financial counselling, advocacy, and case management to individuals and families experiencing financial hardship to help them regain control and improve wellbeing.
Role type
Financial Counsellor (SCHADS Level 5/4)
Builds
Case plans and sustainable financial outcomes for clients
Domain
Social services / Financial inclusion
Deliverable
client delivery
Required skills
Financial counselling, case management, advocacy, financial literacy education, strengths-based approach, record keeping
Preferred skills
Community services experience, understanding of financial exclusion, ethical practice, diversity and inclusion commitment
Technologies
Organisational case management systems
Responsibilities
Provide financial counselling and advocacy; develop tailored case plans; support access to community resources; assist with debt and hardship issues; monitor progress and review outcomes; maintain accurate case notes; deliver financial literacy sessions; participate in service improvement initiatives.
Seniority
Mid-level professional (Diploma level)