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Wednesday 08 Jan 2020

Employer: State Trustees Limited

Location: Footscray, Dandenong or Bendigo

Work type: Fixed term contract for 12 months; full-time (negotiable)

Application closing date: 5:00PM 20-Jan-2020

Financial Counselling Advisor - FT - State Trustees

About State Trustees

State Trustees provides Victorians with financial and legal assistance during all stages of their life, including specialised services and products such as Will Writing, Powers of Attorney, Executor Services, Trustee Services, and Personal Financial Administration.

For more information about how State Trustees assists Victorians please visit our website

About the Role

We will be looking for a qualified and experienced Financial Counsellor who will act as an advisor to the business to support and provide insight, guidance and feedback on our current approach regarding how we are to support our clients move away from financial crisis, and towards financial independence.

This role will also see you assess future opportunities to enable what we can do differently to support financial independence for our clients, from the perspective of a financial counsellor.


  • Consult with clients to understand their financial needs
  • Review and contribute to the design of our Financial Independence Program
  • Complete financial health checks for clients and provide recommendations
  • Provide guidance to Consultants & Team Leaders to support our clients
  • Liaise with stakeholders to achieve the best financial outcomes for clients

Skills and Experience

  • Experience in financial counselling
  • Diploma of Financial Counselling
  • Membership of the Financial and Consumer Rights Council (FCRC)
  • Demonstrated ability to prepare commercial standard correspondence, reports and recommendations
  • Well-developed professional communication skills (written and spoken)
  • Understanding and experience dealing with clients with a disability
  • Competent financial literacy

Employee Benefits

We offer a range of employee benefits including:

  • Career development
  • Health and well-being programs
  • Flexible working conditions
  • Education assistance
  • Purchased leave
  • Employee assistance program
  • Reward and recognition program
  • Free Will preparation
  • Retailer discounts
  • Charitable workplace giving
  • Employee social club

Most importantly, you will be part of an organisation that is committed to delivering a public benefit to the Victorian community.


How to Apply

Click here to commence the application process.

In your application, please include a cover letter and resume.

Employment at State Trustees is conditional upon satisfactory Criminal History Check and Anti Money Laundering Check.

State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.

State Trustees strongly encourages applications from Aboriginal and Torres Strait Islander people.

Applications close 5:00PM 20-Jan-2020

Full position description

Click here to download a copy of the Position Description

For further information

For enquiries, please contact David Gibilisco on 03 9667 2825