Budget adviser, Kaitohutohu tahua pūtea
Also known as
- personal budget adviser, budget coach, financial mentor, financial accounting plan officer, finance adviser, senior adviser budget
Budget advisers tell individuals or organisations how to apply for credit and manage debt. They may develop plans and budgets, or provide mortgage, bankruptcy or financial aid advice.
2:05 mins
Your pay could be
$61K
Lower
$72K to $119K
Most common
$156K
Upper
How does this pay compare?
Pay is before tax
Budget advisers
- usually work regular business hours
- usually work in offices
- need to be accurate, identify and solve problems and communicate well
Tasks
- Compute debt repayment schedules.
- Explain regulations, policies, or procedures.
- Develop financial plans for clients.
- Assess financial status of clients.
- Recommend investments to clients.
- Educate clients on financial planning topics.
- Disburse funds from clients accounts to creditors.
- Interview clients to gather financial information.
- Prepare contracts or other transaction documents.
- Prepare financial documents.
You usually need training and experience to become a budget adviser and a qualification may be useful.
You may need
- to complete a relevant training course
- experience in financial coaching, finance, accounting, banking or similar area
- a relevant tertiary qualification in finance, accounting, business administration or similar area
If you’re in school
You usually need NCEA Level 3 to do the study or training for this job.
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