Financial Counselling Advisor

Job Details
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Department: State Trustees Limited
Work Type: Fixed term - full time
Job Function: Community Services
Classification: CL 2
Work Location: VIC - Multiple Locations
Reference: VG/ST/CS/1422978ES2
Closing Date: 27-Oct-2019
Salary Range: $54,251 - $73,684
Job Duration: 12 months
Attachments: Financial Counselling Advisor Position Description.pdf (PDF, 153KB)
Job Specification

Contact: Talent Acquisition Team

Position Details

  • Work at any of our locations - Footscray, Dandenong or Bendigo
  • Fixed term full time contract for 12 months
  • Provide insight and guidance to our business to help support clients to financial independence
  • Applications close 27 October 2019

About Us
State Trustees provides Victorians with financial and legal assistance during all stages of their life, including specialised services and products such as Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration.

For more information about how State Trustees assists Victorians please visit our website

About the Role
We will be looking for a qualified and experienced Financial Counsellor who will act as an advisor to the business to support and provide insight, guidance and feedback on our current approach regarding how we are to support our clients move away from financial crisis, and towards financial independence.

This role will also see you assess future opportunities to enable what we can do differently to support financial independence for our clients, from the perspective of a financial counsellor.


  • Consult with clients to understand their financial needs
  • Review and contribute to the design of our Financial Independence Program
  • Complete financial health checks for clients and provide recommendations
  • Provide guidance to Consultants & Team Leaders to support our clients
  • Liaise with stakeholders to achieve the best financial outcomes for clients

Skills and Experience

  • Experience in financial counselling
  • Diploma of Financial Counselling
  • Membership of the Financial and Consumer Rights Council (FCRC)
  • Demonstrated ability to prepare commercial standard correspondence, reports and recommendations
  • Well-developed professional communication skills (written and spoken)
  • Understanding and experience dealing with clients with a disability
  • Competent financial literacy

Employee Benefits
We offer a range of employee benefits including:

  • 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

Most importantly, you will be part of an organisation that is committed to delivering a public benefit to the Victorian community.

How to Apply
Click the Apply button to commence the application process. In your application, please include a cover letter and resume.

Employment at State Trustees is conditional upon satisfactory Criminal History Check and Anti Money Laundering Check.

State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.

State Trustees strongly encourages applications from Aboriginal and Torres Strait Islander people.

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