Financial Capability Case worker

Anglicare; Sydney; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible work options

Salary packaging benefits

Professional development

Employee discounts

Employee Assistance Program

Job summary

Anglicare Sydney is seeking a Financial Capability Caseworker to support individuals and families facing financial stress. You will provide practical financial coaching, create money plans and develop client-led case plans within a trauma-informed, strengths-based framework.

Join our Financial Wellbeing & Community team across Anglicare offices and community locations, building referrals and collaborations to deliver holistic, person-centred support that improves financial wellbeing and

Qualifications

• Degree in Social Work, Community Services or related discipline.
• At least 2 years’ experience with diverse or disadvantaged communities.
• Financial Literacy Education certification, or willingness to obtain.
• Strong case management, goal setting and monitoring.
• Experience using client databases or CRM systems.
• Valid Working with Children Check for paid employment.
• Current NSW Driver’s Licence is desirable.

Responsibilities

• Provide individual financial capability casework to people and families experiencing financial stress.
• Complete person-centred and trauma-informed assessments to understand financial needs and challenges.
• Help clients understand their financial position by developing money plans and reviewing income and expenditure.
• Develop and review client-led case plans, supporting practical goals and financial knowledge.
• Provide strengths-based financial coaching that encourages positive change and resilience.
• Advocate for clients and provide warm referrals to services and supports.
• Work with partner services to deliver holistic support.
• Maintain accurate, confidential client records.

Skills

Case management

Financial coaching

Communication skills

Trauma-informed approach

Community engagement

Education

Degree in Social Work or related discipline

Diploma/qualification with substantial relevant experience

Tools

CRM software

Job description

Transform lives, every single day Do you want a career that means more? At Anglicare Sydney, we bring the strength, the support and the strategy to make it happen. We’re a well-respected not-for-profit that’s been serving people in need for over 170 years. Each year, we achieve life-changing outcomes for thousands of people who rely on our person-centred support. As our Financial Capability Caseworker, you’ll provide targeted, short-term support to individuals and families experiencing financial stress or vulnerability. Through practical financial coaching, budgeting, goal setting and individualised case planning, you’ll help clients develop the knowledge, skills and confidence to make informed financial decisions and build greater financial wellbeing and resilience. Be welcomed into a compassionate, respectful and purpose-driven community where we don’t just talk about values – we live them.

Your opportunity

Working within our Financial Wellbeing & Community team, you’ll meet people where they are – in Anglicare offices and across community locations including community hubs, pantries, churches and local services. Using a person-centred, trauma-informed and strengths-based approach, you’ll work alongside clients to understand their financial circumstances, identify their goals and develop practical strategies that support lasting change. You’ll work closely with Financial Counsellors, Community Pantries and Hubs and other services to provide integrated support, while building strong relationships and referral pathways across the local community. With integrity and resilience, you will:

• Provide individual financial capability casework to people and families experiencing financial stress.
• Complete person-centred and trauma-informed assessments to understand financial needs and any complex or intersecting challenges.
• Help clients understand their financial position by developing money plans, reviewing income and expenditure and identifying opportunities to improve money management.
• Develop and review client-led case plans, supporting people to set practical goals and build financial knowledge, skills and confidence.
• Provide strengths-based financial coaching that encourages positive behaviour change, problem-solving and long-term financial resilience.
• Advocate for clients and provide warm referrals to services, resources and financial supports that align with their needs.
• Work collaboratively with Financial Counselling, Community Pantries, Hubs and other services to provide holistic support.
• Maintain accurate and confidential client records and contribute to program outcomes and continuous improvement.

What you’ll bring

You’re someone who can talk about money without judgement and understands that financial hardship is rarely just about numbers. You’ll bring genuine compassion for people experiencing financial stress, together with the practical case management skills to help clients identify their own goals and build the confidence and capability to achieve them. You’re calm under pressure and comfortable supporting people who may be distressed or experiencing complex circumstances. You can connect effectively with people from diverse backgrounds, including culturally and linguistically diverse communities and Aboriginal and Torres Strait Islander communities. You’ll also be comfortable working out in the community and collaborating with churches, local services and other organisations to make support easier for people to access.

What’s required:

• Degree in Social Work, Community Services or a related discipline, or diploma/other relevant qualification with substantial relevant experience.
• At least 2 years’ experience working with diverse or disadvantaged communities, including people experiencing financial hardship.
• Financial Literacy Education certification, or willingness to obtain.
• Strong case management skills, including goal setting, monitoring progress and adapting support as client needs change.
• Experience using client databases or CRM systems.
• Strong communication, collaboration and organisational skills.
• Valid Working with Children Check for paid employment.
• Current NSW Driver’s Licence is desirable.

Why Anglicare?

We provide meaningful opportunities and choice, both for the individuals and communities we support and the dedicated people here who make it happen. At Anglicare, you’ll get the security, stability and opportunities that come with a strong, well-established organisation that’s ready for the future. You’ll belong to a community of kind, humble and respectful people of all faiths and backgrounds. You’ll also be supported to gain new knowledge, deepen your experience and expertise, and shape a rewarding career. On top of that, here are just some of the tangible benefits you will enjoy in a career with us:

• Flexible work options to get the most out of work and life.
• Pay less tax on your income and increase your take-home pay.
• With salary packaging, up to $15,900 of your income is tax free.
• Spend up to $2,650 on accommodation, meals and entertainment also tax free with salary packaging.
• Ongoing professional development and training to advance your career.
• Exclusive discounts to over 400 retailers.
• Employee Assistance Program and Fitness Passport with discounts to over 800 gyms for you and your family.
• We’re many services, with one purpose, to meet people where they are and walk with them.
• At Anglicare, we believe everyone is Made for Connection – with God, with each other and with the places we call home.
• Through Financial Wellbeing, we work alongside people experiencing financial stress to build capability, confidence and resilience.
• As a Financial Capability Caseworker, you’ll help turn practical financial knowledge into meaningful and sustainable change.

Are you ready for a career that means more?

Your rewards and benefits

We believe that caring for others starts with caring for our people. Because you put so much heart into helping the most vulnerable in our community, we're committed to supporting you to thrive both professionally and personally. Here, we recognise that meaningful work deserves meaningful support. So, we've designed a comprehensive package of rewards and benefits that reflect our values and make a real difference to your life. We support your career by investing in your growth, balance and security through professional development opportunities. We also offer competitive salary packaging, wellbeing programs and generous discounts for you and your family.

Staff Rewards

Enjoy access to our staff rewards portal, with exclusive discounts to over 400 retailers, free wellbeing resources and more.

Salary Packaging

Pay less tax on your income and increase your take-home pay! With salary packaging, up to $15,900 of your income is tax free. You can also spend up to $2,650 on accommodation, meals and entertainment… tax free!

Employee Assistance Program

At Anglicare, we care about your mental wellbeing, both at work and at home. Our confidential Employee Assistance Program provides free counselling as you need it.

Employee Referral Program

Be rewarded with a $1,200 incentive every time you help us find the right person for a permanent role! Simply go to our careers page, refer a friend for a permanent role, and if they're hired, you’ll receive an additional $1,200 (taxable) payment when they reach six months of service.

Formal Recognition

The Performance Review process supports your professional goals through ongoing conversations and feedback from your manager. Your Annual Review Conversation provides an opportunity to formally recognise and reward outstanding performance through career progression, skill development and secondment.

Anglicare is as wonderfully diverse as the customers and communities we support. While we are guided by our Christian-based values, our team includes people of all faiths and backgrounds who share our commitment to serving others, and we value the diverse perspectives they bring. We strongly encourage applications from Aboriginal and Torres Strait Islander peoples, and people of all ages, genders, abilities and cultural backgrounds.

Application Close Date: December 04, 2026