Financial Mentors/Budget Advisers

As a financial mentor you will provide more than just budgeting. You will provide one-on-one mentoring to support a client and their whanau to set meaningful goals and take control of their money. You will support people to make connections with local networks and social service agencies to ensure they get the right support at the right time.


• Strong written and verbal communication skills
• Be empathetic
• Strong interpersonal skills
• Computer skills, Microsoft Office software, ability to accurately capture and input data
• Understanding of, and commitment to, the principles of Te Tiriti o Waitangi
• Strong client and service delivery focus
• Support people with financial planning
• Be able to build Trust and understanding
• Be reliable
• Ability to think clearly under pressure and think outside the box
• Problem solving abilities
• Be Positive and resilient
• Ability to work cooperatively and collaboratively
• Have a passion for helping people and building stronger communities

A Ministry of Justice background check is required for this role.

Time commitment:

It will suit those who are able to commit to a minimum of 6 hours per week.

One-off training will be provided for the right candidate who can clearly demonstrate they have the skills and attributes we are looking for. This training is for all financial mentors who need to complete the Fincap Financial Mentoring Introduction Course (FMIC).This course will require a one off significant commitment of time aprox 40 hours spread over 3 to 5 weeks. To be discussed.

Ongoing Training will also be provided.

Getting started:
The first step is to express your interest by filling out the form below. We will then put you in touch directly with the organisation for more information on the role and how to proceed.

Ref: 5268

Apply for this role:

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