Financial Educator Role
We are seeking a financial educator to join our team. If you have experience in financial planning and enjoy working with clients, this may be the perfect opportunity for you.
About the Role
This is a part-time position that involves conducting one-on-one financial education sessions with clients. The role requires strong communication skills, as well as the ability to empathize with clients and motivate them to make positive changes to their financial situation.
* Conduct one-on-one financial education sessions with clients to assess their needs and provide guidance on budgeting, saving, and investing.
* Create personalized action plans to help clients achieve their financial goals.
* Use our client management database to track client progress and identify areas for improvement.
Required Skills and Qualifications:
* Experience in financial planning (e.g., former financial planner).
* Strong communication and interpersonal skills.
* Ability to work independently and manage multiple tasks.
Benefits:
* The opportunity to work from home under your own ABN.
* A flexible schedule of 15-20 hours per week.
Others:
* All appointments are conducted via phone and some video meetings.
* Applicants must be in Australia and have full working rights.
To apply, please submit your current resume and a letter of application outlining your relevant skills through the Seek portal.
Due to high application volume, only shortlisted candidates will be contacted.