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.
Duration
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
Your training could be
0-3 years
Budget advisers
- usually work regular business hours
- usually work in offices
- need to be accurate, identify and solve problems and communicate well
Tasks
- develop financial plans with clients
- assess the finances of clients
- help clients to manage debts
- teach clients about budgeting
- interview clients about finances
- give advice about mortgage repayments
- calculate debt repayments
- prepare financial documents
Social
Enterprising
Organised
Interests that fit this job
Interest quiz,
Kairoro Kaingākau
Do the Interest quiz to find out how well your interests fit with this job.
Do the quizYou 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 similar work
- a relevant tertiary qualification in banking and finance, accounting, business and management 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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