Job Details
  • Reference400958A_1668142451
  • LocationDandenong
  • SalaryAU$70000 - AU$80000 per annum
  • Job TypeFull Time
  • Posted16 days ago
  • ConsultantNimmy De Silva


Personal Financial Consultant

We at Chandler Macleod have an exciting new opportunity for unique and rewarding Financial Consultant position. Our state-owned client provides an integral role for Victorians who, due to mental illness, injury or disability, are unable to independently manage their own financial and/or legal affairs.

The right person for this role will be people and client centric, who are passionate in making a difference in Victorian lives, providing empathetic, dedicated and client centric service.

Purpose of Role
The role of the Personal Financial Consultant will be to administer financial and legal affairs of a portfolio of clients who have been appointed to the client who no longer have capacity to manage their own affairs.

Key Responsibilities

  • Make decisions around clients' financial and legal administration in accordance with legislative requirements
  • Consult with clients, develop and administer budgets and approve payments
  • Stakeholder engagement, including communication, liaising with external Departments and Organisations, build strong relationships with key stakeholders
  • Reporting to appropriate bodies, recording communication, providing relevant information on financial and legal affairs


Knowledge, Skills and Experience requirements

Essential:

  • Relevant administration experience
  • 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
  • Basic computer literacy including competent use of Microsoft Office

Desirable:

  • Tertiary qualification in law, business or accounting
  • Experience managing budgets and/or being responsible for finances
  • Knowledge of relevant legislation

For more information, please apply for the role by submitting your CV, succesful applicants will be called for the next stage.