Financial Mentor
Hybrid · Auckland, Auckland, New Zealand
Job Summary
Deliver CAP's Debt Help service as a Financial Mentor to individuals and whānau across Aotearoa, providing client-centred support to navigate financial difficulty, manage a caseload, and move toward long-term financial wellbeing. Work within CAP’s Team of 3 model (Financial Mentor, Coach, and Client), align with CAP frameworks, and participate in ongoing professional development. The role emphasizes balancing strategic priorities with hands-on mentorship, building strong relationships, and contributing to outcomes that reduce money chaos and restore financial stability.
Required Qualifications
- 2+ years of experience as a Financial Mentor
- Familiarity with financial institutions, systems and practices in Aotearoa
- Familiarity with wellbeing, social work or other relevant sectors and services
- Exceptional relationship-building and interpersonal skills
- Strong skills in collaborating to maximise service delivery effectiveness and client experience outcomes
- Strong numeracy and literacy skills as they relate to Financial Mentoring
- Excellent oral, written and interpersonal communication skills
- Ability to balance empathy, compassion, professionalism and best practice, and to lead others to do the same
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