Fincap Trained Financial Mentor

About the role

Financial Mentors support whānau and individuals through providing immediate support where required, helping clients to work through challenging financial situations by setting financial goals and sharing healthy financial skills so they build confidence to take control of their finances and gain financial independence.

Key responsibilities

• Support whānau and individuals presenting in financial crisis
• Assess client need, both immediate and longer term, including setting financial goals
• Support clients to address any on-going chronic financial challenges
• Share healthy financial skills so whānau and individuals can build confidence to take control of their finances and become financially independent
• Work competently within a team to ensure the needs of whānau and individuals are met, including referrals to other services where need has been identified
• Develop effective relationships within the organisation and with external agencies and other organisations
• Ensure client support is culturally responsive and recognises the individual needs for all, including Māori, Pacific, ethnic communities, and other diverse communities
• Ensure clients individual and whānau basic needs are prioritised and protected (i.e. access to housing, power, and food)
• Ensure professional, accurate and timely record keeping in line with Pakuranga and Howick Budgeting Service practice
• Undertake other duties as requested by and mutually agreed with the Service Manager to meet business needs

About you

• High level of competency in literacy and numeracy
• Ability to understand core budgeting / financial concepts and the wider impact for individuals and whānau
• Ability to demonstrate exceptional planning and organisational skills
• The ability to manage complex and competing priorities effectively, and with professional maturity and empathy
• Understanding of the social and economic complexities that exist within the community
• Be able to communicate clearly both verbally and in writing
• Possesses highly developed interpersonal skills including relationship and advocacy skills
• Have the ability to be agile and to work autonomously, but also as part of a team
• Ability to coordinate and facilitate or co-facilitate groups as necessary
• Professional maturity to manage sensitive and confidential information, and to act with respect and integrity

About us

Pakuranga and Howick Budgeting Service are dedicated to empowering individuals, families, and communities in Auckland to take control of their financial futures. We are committed to providing personalised, non-judgmental, and confidential support so individuals, families and communities achieve financial stability and security.