Financial Independence Consultant

Job Details
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Department: State Trustees Limited
Work Type: Ongoing - full time
Job Function: Community Services
Classification: STL 4
Work Location: VIC - various
Reference: VG/FA/1662844ES
Closing Date: 02-Oct-2022
Salary Range: $67,965.00 - $81,573.00
Job Duration: N/A
Attachments: Financial Independence Consultant Position Description.pdf (PDF, 202KB)
Job Specification

Contact: Talent Acquisition team

Position Details

  • Footscray, Bendigo or Dandenong location, with blended work from home and office arrangement
  • Salary circa $68,000 plus super
  • Applications close 2 October 2022

About Us

We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

We are significantly increasing the size of our client services teams, which means we have additional roles available to help us serve even more members of the Victorian community. For more information about State Trustees visit

About the Team

One of our core services is to provide supportive services to assist clients in ensuring financial security, management of legal interests and access to entitled benefits. The Victorian Civil and Administrative Tribunal (VCAT) has determined these clients should have their financial affairs administered by State Trustees.

In the Supported Transition Team, we are responsible for the transition of our clients away from State Trustees services. These include clients revoked to manage their own affairs, or to other administrators, clients who have passed away or clients who have regained financial independence through our Financial Independence programme.

About the Role

As a Financial Independence Consultant, you will manage the financial and legal affairs of VCAT appointed clients. You will work with them to guide and empower them to develop and, in some cases, regain their financial independence. This will involve creating a plan, guiding our clients to implement their plan, with the assistance of their family and support network that could foster long term successful financial independence.

Skills and Experience

  • Undergraduate qual. in Human Services, Social Services, or equivalent experience
  • Experience in the human services field coordinating services to meet the needs of clients 
  • Passionate about making a difference to the lives of Victorians
  • Sound financial analytic skills
  • Experience creating, managing and modifying budgets and/or being responsible for finances
  • Decision making with empathy and compassion
  • Active listening skills & well-developed communication skills
  • Ability to have difficult conversations with sensitivity
  • Experience working with complex cases which require significant support
  • Ability to prepare commercial standard legal correspondence, reports and recommendations
  • Excellent stakeholder engagement skills

Employee Benefits

  • Career development
  • Health and well-being programs
  • Flexible working conditions
  • Education assistance
  • Purchased leave
  • Employee assistance program
  • Reward and recognition program
  • Free Will preparation
  • Retailer discounts
  • Charitable workplace giving
  • Employee social club

How to Apply

Click the Apply button to commence the application process. Make sure you include a cover letter and resume.

We are an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, we will respond to requests for reasonable adjustments from applicants with disabilities. We strongly encourage applications from Aboriginal and Torres Strait Islander people.

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