Financial Capability Caseworker

About the role

Anglicare Sydney is looking for a Financial Capability Caseworker to join its Financial Wellbeing and Community team. You will provide targeted, short-term support to individuals and families experiencing financial stress or vulnerability, helping them build the knowledge, skills and confidence to make informed financial decisions. You will work in Anglicare offices and community locations such as community hubs, pantries, churches and local services, using a person-centred, trauma-informed and strengths-based approach.

Key responsibilities

• Provide individual financial capability casework to people and families facing financial stress.
• Complete person-centred, trauma-informed assessments of financial needs and complex or intersecting challenges.
• Develop money plans, review income and expenditure and identify ways to improve money management.
• Develop and review client-led case plans, supporting practical goals and building financial knowledge, skills and confidence.
• Provide strengths-based financial coaching that encourages positive behaviour change and long-term resilience.
• Advocate for clients and make warm referrals to services, resources and financial supports.
• Work with Financial Counselling, Community Pantries and Hubs and other services to provide integrated support.
• Maintain accurate and confidential client records and contribute to program outcomes and continuous improvement.

Required profile

• Degree in Social Work, Community Services or a related discipline, or a diploma/other relevant qualification with substantial relevant experience.
• At least 2 years' experience working with diverse or disadvantaged communities, including people experiencing financial hardship.
• Willingness to obtain Financial Literacy Education certification.
• Valid Working with Children Check for paid employment; a current NSW driver's licence is desirable.

Required skills

• Strong case management skills, including goal setting, monitoring progress and adapting support.
• Experience using client databases or CRM systems.
• Strong communication, collaboration and organisational skills.

What we offer

• Flexible work options.
• Salary packaging: up to $15,900 of income tax-free, and up to $2,650 on accommodation, meals and entertainment tax-free.
• Ongoing professional development and training.
• Exclusive discounts to over 400 retailers.
• Employee Assistance Program and Fitness Passport with discounts to over 800 gyms.