Disaster Recovery Financial Counsellor

Primary Care Connect; Greater Shepparton; On-site; AUD 65,000 - 78,000; Full time

Benefits offered by this job

Wellbeing program

Salary packaging

Professional development

Employee Assistance Program (EAP)

On-site gym

Job summary

Primary Care Connect is a community-focused not-for-profit organisation in Victoria, Australia, delivering trauma-informed, person-centred care. The Financial Counsellor role focuses on education, information, support and advocacy to help individuals in financial difficulty make informed choices.

Services are delivered face-to-face or by telephone, with taxation and business advice outside scope. The role reports within Integrated Community Services; it requires a Diploma of Financial

Qualifications

• Diploma of Financial Counselling required.
• Eligibility for FCVic membership.
• Experience in assessment and case management.
• Understanding of acts relating to credit provision, debt collection and bankruptcy.
• Ability to maintain client documentation including care plans and case notes.

Responsibilities

• Provide high quality financial counselling services including education, information, support and advocacy to assist individuals in financial difficulty to address their financial problems and make informed choices.
• Delivers services varying in intensity, duration and modality (face-to-face or telephone) based on an assessment of the client’s presenting circumstances. Taxation and business advice is outside the scope of this position.

Skills

Assessment & case management

Communication

Workload management

Education

Diploma of Financial Counselling

FCVic membership eligibility

Job description

Primary Care Connect is a local, not-for-profit organisation who has proudly supported our community for over 30 years. Operating under the social model of health, we offer inclusive community health care services of the highest quality. We work collaboratively with our clients and other services to best support the health and wellbeing needs of all people. We pride ourselves on providing trauma informed, person centred and consumer driven care that allows people to take control of their lives and bring about meaningful change.

To find out more about Primary Care Connect, please visit www.primarycareconnect.com.au

About the Role

The role of the Financial Counsellor is to provide high quality financial counselling services including education, information, support and advocacy to assist individuals in financial difficulty to address their financial problems and make informed choices.

The Financial Counsellor delivers services varying in intensity, duration and modality (face-to-face or telephone) based on an assessment of the client’s presenting circumstances.However, taxation and business advice is outside the scope of this position.

Position Context

This position reports to the Manager Integrated Community Services for the day-to-day operations of the program. It is expected that this position will work within the larger Primary Care Connect team, and networks with external organisations.

Key Selection Criteria

The following criteria must be met and addressed in applications for consideration for this position:

• Diploma of Financial Counselling
• Eligibility for full membership with FCVic
• Demonstrated ability to provide assessment and case management to individuals
• An understanding of relevant Acts relating to credit provision, debt collection and bankruptcy
• Skills in recognition of issues requiring referral to other programs
• Ability to maintain client documentation including care plans, case notes and statistics
• Ability to self-manage a complex workload, handle multiple tasks, prioritise and delegate where necessary to meet prescribed timelines with available resources
• High level of communication and interpersonal skills
• Experience using technology to complete daily work tasks
• Professional and personal alignment with Primary Care Connect core values

Benefits and Perks

Our Employee Value Proposition is more than a list of benefits — it’s the full experience of working with us. From meaningful work and interesting projects to a genuine commitment to work-life balance, growth and inclusion, Primary Care Connect is a place where people are supported to do their best work.

When you join Primary Care Connect, you’ll enjoy:

• A strong wellbeing focus and genuinely supportive culture
• Not-for-profit salary packaging to increase your take-home pay
• Professional development and learning opportunities
• Access to an Employee Assistance Program (EAP)
• An on-site, in-house gym

If you’re looking for a role where your skills are valued and your wellbeing matters, this could be the perfect next step.

Primary Care Connect (PCC) is committed to supporting the safety, wellbeing, culture and participation of all children and young people. We have a zero-tolerance policy to child abuse and neglect; we work to identify early risks and take action regarding all allegations and safety concerns. As a Child Safe Organisation every employee and volunteer is required to have a current Working with Childrens Check.

Primary Care Connect acknowledges Aboriginal and Torres Strait Islander peoples as the Traditional Custodians of the land and acknowledges and respect to their Elders, past and present.

We welcome people of any age, gender, sex, sexuality, culture, religion, and ability.