Central Otago Budgeting Service


FINANCIAL MANAGEMENT - Budget Advisor

Organisation Summary

The Central Otago Budgeting Service aims to provide a free non-judgemental service to families and individuals within the Central Otago Area.  The service provides help to clients whilst liaising with government and social service agencies as required.

Provision of Budget Advice and money management skills to clients of the Budget Service is undertaken by the Budget Advisor.  Budget Advisors to have attained a Certificate of Competency in Budget Advising.

The Budget Adviser is responsible for:

  1. Assisting people with budgeting difficulties, enabling them to take effective control of their own financial affairs.
  2. Working within the practices and policies of the Budget Service.
  3. A commitment to full independence and self determination for clients
  4. Imparting money management skills to clients as requested.

Tasks:

To maintain close and regular contact with clients as required.

To make contact with client within 24 hours of receiving the referral.

To assess the financial situation and set objectives and goals for subsequent visits if need be.

To support the client (and family)

To carry out all necessary functions and negotiate any changes associated with the clients financial situation.

To maintain good working practices

To attend meetings/ongoing training as required

To accept ongoing support and supervision

To keep records as required and make timely returns as requested.

Time Commitment:

Training is usually via correspondence and working alongside an experienced advisor over approximately 12 months.  Due to this investment a commitment of at least 12 months post-training is required.  Following training most advisors maintain at least 1-2 clients at any point in time – each one requiring approx half a day for initial consultation plus weekly follow-up for a period of time.

Skills required:

  • Over 25 years of age
  • Access to own car and drivers license
  • A positive, non-judgemental attitude, able to relate to clients and when to refer clients for extra help.
  • Ability to read, write, use a calculator and do basic maths.
  • Good listening, communicating, organizational and administrative skills.
  • A commitment to work sensitively and appropriately with a range of cultural  and ethnic groups.
  • A commitment to working within the guidelines and Code of Ethics of the Budget Service
  • An ability to maintain confidentiality.

Skills gained:

Enhanced interpersonal skills including communication, empathy, and negotiation skills.  Greater knowledge of financial management, social service availability and referral processes.  Many advisors get a great deal of satisfaction assisting people with a life skill and goal setting.

Schedule Summary

This activity generally occurs on

  • Monday - Morning, Afternoon, Evening
  • Tuesday - Morning, Afternoon, Evening
  • Wednesday - Morning, Afternoon, Evening
  • Thursday - Morning, Afternoon, Evening
  • Friday - Morning, Afternoon, Evening