
Financial Advisor
5 days ago
About the Role:
This position will support individuals facing financial hardship to achieve financial wellbeing. The role involves delivering high-quality financial assistance through face-to-face or remote assessments, case management, advocacy, and identifying options to address financial concerns.
Key Responsibilities:
- Deliver comprehensive financial advice to clients with diverse needs, including those experiencing financial abuse.
- Apply empathetic, culturally sensitive approaches to support clients in achieving their financial objectives.
- Collaborate with internal teams to contribute to strategic outcomes for Client Services.
- Advocate on behalf of clients with financial institutions and external agencies.
- Maintain knowledge of relevant legislation, policies, and best practices, and provide accurate guidance to clients.
- Develop and maintain relationships with external agencies and within the financial sector to support client outcomes.
- Ensure accurate documentation and compliance with organisational standards and reporting requirements.
- Participate in service delivery across multiple modalities, including phone, video, and in-person settings.
- Represent the service in professional forums, contributing to systemic advocacy and sector development.
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