Financial Wellbeing Caseworker - Empower Financial Confidence, Flexible

Anglicare Sydney; Sydney; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Flexible work options

Salary packaging benefits

Professional development

Discounts

Employee assistance program

Fitness Passport

Job summary

Anglicare Sydney is seeking a Financial Capability Caseworker to deliver client-centred financial wellbeing services in our Sydney programs. You will provide targeted support within our Financial Wellbeing & Community team, using a person-centred, trauma-informed and strengths-based approach to help clients achieve lasting change.

You will partner with Financial Counsellors, Community Pantries and local services to build relationships, develop personalized money plans, and refer clients to

Qualifications

• Degree in Social Work, Community Services or a related discipline.
• At least 2 years’ experience working with diverse or disadvantaged communities.
• Financial Literacy Education certification, or willingness to obtain.
• Strong case management skills, including goal setting and monitoring progress.
• Experience using client databases or CRM systems.
• Strong communication, collaboration and organisational skills.
• Valid Working with Children Check for paid employment.

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 with practical goals.
• Provide strengths-based financial coaching to encourage positive behaviour change.
• Advocate for clients and provide warm referrals to services and supports.
• Work collaboratively with Financial Counselling, Community Pantries and Hubs to provide holistic support.
• Maintain accurate and confidential client records and contribute to program outcomes.

Skills

Case management

Diverse communities

CRM experience

Communication skills

Collaboration

Education

Social Work degree

Diploma qualification

Tools

CRM software

Client databases

Job description

Anglicare Sydney is seeking a Financial Capability Caseworker to deliver client-centred financial wellbeing services in our Sydney programs. You will provide targeted support within our Financial Wellbeing & Community team, using a person-centred, trauma-informed and strengths-based approach to help clients achieve lasting change.

You will partner with Financial Counsellors, Community Pantries and local services to build relationships, develop personalized money plans, and refer clients to