Hybrid Personal Financial Consultant - Integrated Support

State Trustees Limited; Greater Bendigo; Hybrid; AUD 68,000 - 83,000; Full time

Benefits offered by this job

Health and well-being programs

Flexible working conditions

Education assistance

Purchased leave

Employee assistance program

Reward and recognition program

Free Will preparation

Employee social club

Job summary

State Trustees Limited is seeking a Personal Financial Consultant – Integrated Support in Victoria. The role involves managing a portfolio of clients with complex financial and legal needs, delivering tailored support across the Integrated Support team.

You will work in a cross-collaborative environment with other consultants to assist with financial administration, ensuring compassionate, client-focused decisions while maintaining high professional standards.

Qualifications

• Must have strong empathy and ability to manage sensitive client situations
• Demonstrated financial analysis and budgeting experience
• Experience preparing legal correspondence, reports and recommendations

Responsibilities

• Manage a portfolio of clients with complex financial and legal needs
• Provide tailored financial administration support within a cross-collaborative team
• Prepare and review commercially standard correspondence and reports for clients

Skills

Empathy & client care

Financial analysis

Budget management

Decision making

Active listening

Communication

Negotiation & difficult conversations

Case management

Legal documentation

Job description

State Trustees Limited is seeking a Personal Financial Consultant – Integrated Support in Victoria. The role involves managing a portfolio of clients with complex financial and legal needs, delivering tailored support across the Integrated Support team.

You will work in a cross-collaborative environment with other consultants to assist with financial administration, ensuring compassionate, client-focused decisions while maintaining high professional standards.