Impactful Integrated Support Financial Consultant | Hybrid

State Trustees Limited; Melbourne; 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 to manage a diverse portfolio of clients with complex financial and legal needs. You will provide tailored support reflecting each client’s circumstances, will, and preferences, while working alongside other consultants in a collaborative environment.

You will contribute to quality service delivery across the Integrated Support unit, delivering practical financial administration and empathetic client care

Qualifications

• Proven ability to analyse financial data and trends.
• Experience creating, managing, and adjusting budgets.
• Demonstrated empathy and client-centered decision-making.
• Strong written and verbal communication skills.
• Active listening and professional communication.
• Ability to have difficult conversations with clients.
• Experience handling complex cases requiring oversight.
• Ability to prepare standard legal correspondence and reports.

Responsibilities

• Manage a portfolio of clients with complex financial and legal needs.
• Provide tailored financial administration support and ensure quality service.
• Collaborate with other consultants in a cross-functional team to support client outcomes.

Skills

Financial analysis

Budgeting

Empathy

Communication

Active listening

Difficult conversations

Case oversight

Legal communications

Job description

State Trustees Limited is seeking a Personal Financial Consultant - Integrated Support to manage a diverse portfolio of clients with complex financial and legal needs. You will provide tailored support reflecting each client’s circumstances, will, and preferences, while working alongside other consultants in a collaborative environment.

You will contribute to quality service delivery across the Integrated Support unit, delivering practical financial administration and empathetic client care