Financial Counsellor
Core
Provide financial counselling, advocacy, and case management to individuals and families experiencing financial hardship to help them regain control and build resilience.
Role type
Financial Counsellor (IC)
Builds
Personalised financial wellbeing plans and community education initiatives
Domain
Social services / Financial wellbeing
Deliverable
client delivery
Required skills
Financial counselling, case management, advocacy, budgeting assistance, community engagement, compliance reporting
Preferred skills
Accreditation with a Financial Counselling Association, experience in community services or welfare, understanding of financial exclusion
Technologies
SAMIS
Responsibilities
Assess client needs and develop tailored financial wellbeing plans; Advocate on behalf of clients with creditors and external agencies; Facilitate financial literacy workshops; Maintain accurate case notes and contribute to funding reports
Seniority
Mid-level, hands-on IC