Job Role Overview
This role combines financial acumen with hands-on guidance to create sustainable growth for small businesses.
* Assess and support business viability – guide clients through strategic planning, cash flow management, and financial education.
* Coach clients through the start-up journey – helping them make sound commercial decisions and build long-term capabilities.
* Provide responsible lending support – assist clients with microfinance applications and loan management, applying sound credit principles.
* Build trusted relationships – engage with local business networks, Indigenous leaders, and community organisations to identify and support potential clients.
* Monitor and report on portfolio performance – using our CRM and established frameworks to manage business journeys and outcomes.
About the Role
This is a unique opportunity to combine your passion for finance and coaching to drive sustainable change in small businesses. You will work closely with clients to assess their business viability, provide guidance on financial planning, and support their growth journey.
In this role, you will have the opportunity to build strong relationships with clients, understand their business needs, and develop tailored solutions to meet those needs. Your expertise in financial literacy, strategic planning, and cash flow management will be invaluable to our clients.