Financial Capability Worker
Core
Provide targeted, short-term financial coaching and case management to individuals and families experiencing financial stress or vulnerability to build their financial wellbeing and resilience.
Role type
Financial Capability Caseworker (Social Work/Community Services)
Builds
Client-led case plans, money management strategies, and referral pathways to community services.
Domain
Social Services / Financial Inclusion
Deliverable
client delivery
Required skills
Financial literacy education, trauma-informed care, strengths-based coaching, case management, community engagement, CRM/database management, advocacy
Preferred skills
Valid driver's licence, experience with Aboriginal and Torres Strait Islander communities
Responsibilities
Conduct person-centred assessments to understand financial needs and complex challenges; Develop and review client-led case plans to set practical goals; Provide strengths-based financial coaching to encourage positive behaviour change; Advocate for clients and provide warm referrals to services and resources; Collaborate with Financial Counsellors, Community Pantries, and local services for holistic support; Maintain accurate and confidential client records.
Seniority
Mid-level, hands-on IC