Financial Wellbeing Facilitator

The Smith Family; Australia; Hybrid; AUD 60,000 - 75,000; Part time

Benefits offered by this job

Flexible work options

Purchase additional annual leave

Salary packaging

Employee Assistance Program

Job summary

The Smith Family is seeking a Financial Wellbeing Facilitator to deliver the Scam Awareness Workshop, coordinating online and in-person sessions across Australia. The role requires delivering a minimum of 20 online and 5 in-person workshops annually using MoneyMinded content.

This temporary, part-time (0.8 FTE) position offers flexible location within Australia and regular interstate travel, reporting to the National Financial Wellbeing Facilitator and collaborating with ANZ and community

Qualifications

• Experience facilitating online and in-person workshops or training, ideally in financial capability or wellbeing.
• Strong stakeholder engagement skills with ability to build relationships with community partners and internal teams.
• Solid understanding of financial concepts and the ability to translate complex information for participants.
• Awareness of issues facing people experiencing disadvantage, including financial stress and abuse.
• Experience promoting community programs to the public.

Responsibilities

• Plan and deliver a minimum of 20 online and 5 in-person Scam Awareness Workshops annually using MoneyMinded content.
• Present on topics including spotting scams, scam protection and available support.
• Collaborate with ANZ, local networks, community organisations and partners to promote workshops and recruit participants.
• Manage secure referrals from ANZ and adapt communication as appropriate.
• Report on workshop activity including post-workshop evaluations, participant numbers, and financial acquittal.

Skills

Workshop facilitation

Stakeholder engagement

Financial literacy

Online & in-person delivery

Project coordination

Budget tracking

MS Teams

Tools

Microsoft Teams

MS Office

CRM systems

Job description

• Oversee the delivery of the Financial Wellbeing Workshops project including coordination and facilitation


• Temporary part-time (0.8 FTE) position, until September 2027


• Flexible location within Australia considered, with regular interstate travel

The Smith Family is a national children’s education charity that works with children and young people to overcome educational inequality caused by poverty – so they can thrive now and into their futures.

About the role

We are seeking a Financial Wellbeing Facilitator to deliver the Scam Awareness Workshop which includes coordination and facilitation of a minimum of 20 online and 5 in person community workshops annually. The workshops will be developed in partnership with ANZ. The workshops will utilise ANZ MoneyMinded content.

Reporting to the National Financial Wellbeing Facilitator and working alongside dedicated, energised, and passionate team members, you will:

• Plan and deliver a minimum of 20 online and 5 in person Scam Awareness Workshops annually using approved MoneyMinded content and provided materials


• Present on topics including spotting scams, scam protection and support available


• Collaborate and engage with ANZ, local networks, community organisations, industry stakeholders and The Smith Family’s community partners to promote workshops to recruit participants, and secure target participant registrations


• Manage secure referrals from ANZ and adapt communication as appropriate


• Report on workshop activity including but not limited to post workshop evaluation surveys, participant numbers, and financial acquittal

About you

As well as passion for community, you will bring the following:

• Demonstrated experience facilitating online and in person workshops or training, ideally in financial capability, or wellbeing


• Proven stakeholder engagement skills - demonstrated ability to build and maintain strong relationships with a wide range of stakeholders, including community partners, service providers, and internal teams


• Demonstrated knowledge on financial literacy: Adept understanding of personal finance concepts and ability to translate complex information into easy-to-understand content


• Demonstrated understanding of issues facing people experiencing disadvantage, including financial stress and abuse


• Demonstrated experience in promoting community programs to the public


• Experience with adult learning principles and interactive facilitation techniques


• Strong interpersonal and communication skills, with the ability to engage diverse audiences with sensitivity and respect


• Excellent organisational and time management skills – able to coordinate travel, venues, and event logistics


• Proficiency in Microsoft Teams and Microsoft Office (Word, Excel, Outlook, MS Forms) and data reporting tools


• Confidence using survey tools or CRM systems


• Adept in project management methodology, tools and frameworks


• Problem solving & adaptability: Ability to respond to diverse needs and unexpected challenges during workshop delivery or project coordination, displaying a “can do” attitude


• Ability to track progress, manage budgets if required, and report on outcomes

Employees are at the centre of The Smith Family’s values and operations. By joining our team, you can expect to:

• Find balance; with flexible work options and opportunities to purchase additional annual leave


• Maximise your take home pay; with salary packaging, and save with discounts at retailers across the country


• Feel you belong; with a supportive, diverse and inclusive team with regular opportunities to connect with colleagues and community


• Feel you belong; with inclusive leave options, including paid parental, cultural and gender affirmation leave


• Thrive; with support for you and your family’s mental and physical health including a complete care and safety platform, unlimited Employee Assistance and access to a huge range of fitness facilities with Fitness Passport

About us

The Smith Family is a national children’s education charity with a vision of a world where every child has the opportunity to change their future, no matter their circumstances. We believe that education is one of the most powerful change agents, and we work with young Australians to overcome educational inequality caused by poverty – so they can thrive now and into their futures.

You may view the position description here .

Due to the nature of this role, the successful candidate must be prepared to undertake a National Police Check and a Working with Children’s Check. We are an equal opportunity employer and are committed to principles of cultural diversity. Applications from people of Aboriginal and Torres Strait Islander descent are encouraged.