In-Demand Personal financial consultant aged care Jobs

Personal Financial Consultant - Aged Care
State Trustees Limited —Victoria
- $75,000 a year
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Administrative experience
- Employee assistance program
9d
Aboriginal Continuity of Care Coordinator - Child and Maternal Health
SA Health —South Australia
- $89,007 - $98,991 a year
- Full-time
- Microsoft Office
- Communication skills
- Employee assistance program
- Gym membership
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Risk Consultant - Enterprise Risk Management
Benefact Group —Melbourne VIC
- Monday to Friday
- Hybrid work
- Research
- Presentation skills
- Leadership
- Annual leave
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Nurse/Midwife Unit Manager - Maternity & Paediatrics
SA Health —South Australia
- $13,000 - $136,010 a year
- Full-time
- Leadership
- Employee assistance program
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Business Administrator
Bupa —Willoughby NSW
- Full-time
Enrolled Nurse - Casual Pool
SA Health —Adelaide SA
- $34.85 - $39.26 an hour
- Casual pool
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- Care plans
Aboriginal Child and Family Support Consultant (ACCFSC) Berri
SA Health —Murray Mallee SA
- $89,007 - $98,991 a year
- Part-time
- Care plans
- Communication skills
- Commuter assistance
- Employee assistance program
16h

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Personal Financial Consultant - Aged Care

State Trustees Limited -
Victoria

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Job Details

Full-time
$75,000 a year
9 days ago

Benefits

Employee rewards program
Group activities
Employee assistance program

Qualifications

Management
Microsoft Office
Administrative experience
Case management
Communication skills

Full Job Description

Footscray, Dandenong or Bendigo location with flexible, hybrid work arrangement
Salary circa $75,000 plus super
Applications close 13 July 2026

About Us

At State Trustees, we support Victorians from all walks of life with their financial and legal affairs, particularly during life's most important and challenging moments.

As a Victorian Government-backed organisation, we provide trusted services that help people plan, protect, and manage their affairs with confidence, ensuring peace of mind when it matters most.

About the Team

As a specialised business unit, the Age Care Transition Team plays an important part in the lives of clients who move from living independently into a permanent age care setting. The team is responsible for case management of both existing and new, the end-to-end process of working through a client's assets, ensuring financial security, management of all legal interests, access to any entitled benefits and that Age Care fees are being charged appropriately. Enabling a smooth, seamless and supported transition for clients moving into permanent Aged Care is the team's goal.

About the Role

As a Personal Financial Consultant at STL you will provide personal and tailored support to help individuals who, due to disability, illness or injury and are unable to manage their financial and legal affairs and have been appointed by VCAT.

Within Aged Care you will case manage clients who are transitioning into permanent Aged Care to evaluate and execute the best financial approach to funding their Aged Care. This is a broad role that requires the successful candidate to demonstrate exceptional multi-tasking and prioritisation and people management skills combined with the ability to problem solve and make decisions.

Skills & Experience

High level of administrative competency
Ability to prepare commercial standard correspondence, reports and recommendations
Well-developed professional communication skills (written and spoken)
Understanding and experience dealing with elderly clients, clients with a disability, their supports and family
Case Management experience (highly desirable)
Stakeholder engagement
Competent financial literacy
Developed computer literacy including competent use of Microsoft Office

Business administration experience preferably within the financial, legal, disability or aged care sectors will help you secure this role

Employee Benefits

Our people's wellbeing is important, and we are proud to offer the following benefits:

Career development
Health and well-being programs
Flexible working conditions
Education assistance
Purchased leave
Employee assistance program
Reward and recognition program
Free Will preparation
Retailer discounts
Charitable workplace giving
Employee social club

Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.

Our Culture

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion - we are here, we work together and we bring our best.

How to Apply

Click the Apply button to commence the application process. Please include a cover letter and resume.

Apply Now

Refine Your Search

personal financial consultant aged care jobs

Personal Financial Consultant - Aged Care

Aboriginal Continuity of Care Coordinator - Child and Maternal Health

Risk Consultant - Enterprise Risk Management

Nurse/Midwife Unit Manager - Maternity & Paediatrics

Business Administrator

Enrolled Nurse - Casual Pool

Aboriginal Child and Family Support Consultant (ACCFSC) Berri

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