We're seeking motivated individuals to join a team focused on helping people manage their support budgets effectively. As a Budget Management Support Planner, you'll play a key role in guiding participants through their funding plans, ensuring they stay within budget and achieve their goals. Based in Richmond or Geelong.
About the Role
This role sits within a team that supports large-scale service delivery reforms. You'll work with participants and their representatives to understand current circumstances, spending patterns, and provide tailored support to improve outcomes.
Key responsibilities include:
* Reviewing participant records and applying policy and guidelines to make funding decisions
* Conducting phone-based conversations to understand participant needs
* Maintaining accurate records using internal systems
* Managing multiple participant cases and contributing to team performance targets
* Supporting moderately complex cases with guidance from senior staff
What You'll Bring
Essential Skills:
* Strong communication and interpersonal skills (written and verbal)
* Confidence in managing difficult conversations
* Competent IT and data analysis capabilities
* Excellent time management and ability to prioritise tasks
* Ability to work independently and collaboratively
* Comfortable managing multiple participant records simultaneously
* Availability to work from the office during the training period
Desirable Experience:
* Background in the disability sector or a related field
* Experience in customer service or client-facing roles
What's on Offer
* A supportive and inclusive team environment
* Opportunities for professional development
* Meaningful work that contributes to better outcomes for individuals
At HOBAN we encourage applications from people with disability, people from diverse cultural and linguistic backgrounds, people of all genders, LGBTI people, and Aboriginal and Torres Strait Islander people.
We provide reasonable adjustments; including alternate formats to the recruitment process for individuals with disability. If you require an adjustment to be made during the recruitment process, please email our Adjustments Coordinator at or visit for additional contact details.