Financial Capability Case worker
Core
Provide targeted, short-term financial coaching and case management to individuals and families experiencing financial stress or vulnerability.
Role type
Financial Capability Caseworker (Social Work/Community Services)
Builds
Client-led case plans, money management strategies, and financial resilience.
Domain
Social Services / Financial Inclusion
Deliverable
client delivery
Required skills
Financial literacy education, trauma-informed assessment, strengths-based coaching, case management, CRM/database usage, advocacy, warm referrals
Preferred skills
Diploma in Social Work/Community Services, NSW Driver's Licence
Technologies
Client databases, CRM systems
Responsibilities
Conduct person-centred and trauma-informed assessments to understand financial needs; 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 Hubs for holistic support; Maintain accurate and confidential client records.
Seniority
Mid-level, hands-on IC