Want to make a meaningful difference to people’s lives?

Are you someone who wakes up each day wanting to make a positive difference in someone’s life?

Do you feel energised by helping others feel confident, supported and in control of their financial world?

Our mission is easy: to empower individuals and families to improve their financial wellbeing. We work with compassion and purpose, and we’re looking for someone who shares our heart‑led approach.

We’re seeking a former Financial Planner who brings not only strong financial knowledge, but also genuine care for people. The ideal person for this role communicates with warmth, listens deeply, and is passionate about guiding others toward financial independence.

You’ll thrive if you enjoy working autonomously, approaching each day with a positive mindset, and taking initiative to support clients and colleagues alike.

Training and ongoing support will be provided.

About the Role

As a Financial Coach, you’ll provide one‑on‑one financial education and guidance through phone and video sessions. Your purpose is to educate, encourage and empower clients—helping them build confidence, develop healthier financial habits, and take positive steps toward their goals.

This is not a financial planning role, and you do not need to be on the Financial Adviser Register.

Essential Duties and Responsibilities:

- Deliver compassionate, client‑centred one‑on‑one financial education sessions




- Understand client needs with empathy and help resolve past or present financial concerns
- Create clear, personalised action plans that motivate clients and support their goals
- Collect and record client information in our management system
- Inspire and empower clients to take positive, practical steps toward financial wellbeing

Required experience/knowledge

- Former Financial Planner with solid financial knowledge and experience
- Minimum 10 years experience
- Interest or experience in coaching, mentoring or guiding others
- Ability to use a client management database
- Strong communication, empathy, and people skills

Compulsory Qualifications

- RG146 (Eg Diploma of Financial Planning/Advice (or higher)

Who This Role Suits This position is perfect for someone seeking meaningful, flexible work—especially retired or transitioning financial professionals who want to continue using their expertise to change lives.

Work remotely from home under your own ABN, with all sessions conducted via phone or occasional video meetings.

Initial hours: 15–20 hours per week.

Required

- Formal financial qualification & 10+ years’ experience
- Working with Children Check*
- National Police Certificate (NPC)*
- Bankruptcy & Credit Check*
- Suitability to be added as authorised Rep (General Advice only)

*Checks are only required for the successful candidate.

📌 Financial Coach – Calling all Retired Financial Advisers (Remote & Flexible) (Wollongong)
🏢 Important Group
📍 Wollongong