Team Leader, Financial Counselling
Core
Lead and deliver financial counselling, financial navigation, and emergency financial grants to support people affected by cancer, ensuring practical needs are met throughout their cancer trajectory.
Role type
Senior IC team leader (financial counselling)
Builds
Holistic telephone-based information and support services to empower people affected by cancer to make informed financial decisions
Domain
Non-profit / Health / Financial services
Deliverable
client delivery
Required skills
Financial counselling accreditation, team leadership, complex case management, stakeholder relationship management, policy development, case management systems proficiency
Preferred skills
Financial counselling supervision/mentoring experience, not-for-profit or health sector experience, Microsoft Dynamics expertise
Technologies
Microsoft Dynamics, case management systems
Responsibilities
Lead, coach, and develop a team of Financial Counsellors and Financial Navigators; oversee referral management and service delivery; provide direct support to clients through a small caseload; act as primary escalation point for complex matters; ensure holistic support through appropriate referrals; drive service quality, compliance, and continuous improvement; support strategic planning, reporting, and budgeting.
Seniority
Senior, hands-on IC with people management