Team Leader - NDIS Plan Management

Please note - This is an active recruitment campaign and applications are being reviewed and shortlisted for interview as they are received. This means that the advertisement may be withdrawn prior to the end date.

We are seeking a skilled and motivated Team Leader to join our passionate and dedicated Plan Management team. This leadership role is responsible for overseeing a team of Senior Plan Managers and ensuring the delivery of high-quality person-centred financial services aligned with the National Disability Insurance Scheme (NDIS).

The ideal person will have strong empathy and emotional intelligence, great communication skills and the ability to effectively support and manage a remote workforce. You will need a solid finance or bookkeeping background (including professional certification), strong knowledge of the NDIS and demonstrated experience in managing or supervising teams in the community services sector.

Some of the key responsibilities include;

• Lead and support a team of Senior Plan Managers to ensure consistent high-quality service delivery
• Oversee day-to-day operations of the plan management team ensuring compliance with NDIS policies and organisational standards
• Provide subject matter expertise in NDIS plan management assisting with complex queries and participant needs
• Monitor team workloads, performance metrics and KPIs to ensure service excellence
• Work closely with the Director to implement service improvements and operational efficiencies
• Ensure accurate financial tracking, processing of invoices and budget reconciliation
• Assist in onboarding and training of new staff as required
• Foster positive relationships with participants, families, providers and internal stakeholders

What are the specifics of the role?

As a skilled and experienced Team Leader - NDIS Plan Management you will be working in a small but very supportive team. You will provide effective and high-quality support for the program, through;

The hours will be full-time permanent role and after an initial induction period the role will evolve into a hybrid working model offering flexibility and autonomy.

The salary will range from $119k to $124k. As Windermere is a not-for-profit organisation, employees are able to claim everyday living expenses up to $15,900 against their annual Pre-Tax Salary. Use the salary packaging calculator available here - Salary Packaging Calculator | Accesspay - ( https://calculator.accesspay.com.au/salary-packaging-calculator)

If this sounds like the role for you, refer to Key Selection Criteria below.

Why work for Windermere?

We are an organisation with a big heart; we care about our people and strive for continuous improvement; we are committed to a culture of individualised flexibility and support.

In our November 2025 employee survey - 85.4% of our employees would recommend Windermere as a place to work and 85.1% felt we are committed to diversity, equity and inclusion, view the results here - https://link.windermere.org.au/Pulse-Survey-November-20-2025

Staff Benefits and Entitlements

• Flexible Ways of Working – a combination of office, home and outreach

• Above Award Personal Leave and 17.5% annual leave loading

• Gifted days off (between Christmas and New Year)

• Annual Wellbeing Leave Day - no reason needed, it's just for you!

• Aboriginal and Torres Strait Islander Cultural and Ceremonial Leave

• Cultural and Ceremonial Leave (for all employees)

• Public Holiday Substitution - e.g. work Australia Day or Good Friday and take leave on another day.

• Employee Referral Program - $500 per referral

• Flexible Leave Scheme (50/52, 51/52) -Purchase 1-2 weeks additional leave

• Structured performance and 1-on-1 development check-ins

• Secondment and career growth opportunities

• Staff discount program for everyday items e.g. groceries, movie tickets, health insurance and more

• Reward & Recognition Program - become a Windermere All Star!

• End of Year Awards Celebration - different theme each year

• Opportunities for professional development

• Study Leave provisions

• Rostered Days Off

• 9 Day Fortnight

• 6 Weeks Paid Parental Leave, in addition to Government Funded Parental Leave Pay (PLP)

• High-quality IT and access to fleet cars

Key Selection Criteria

• Bachelor qualification in a Finance/Commerce related discipline
• Minimum of 2 years’ experience working in NDIS
• Minimum of 2 years’ experience working in finance related role
• Knowledge of Plan Management highly regarded
• Membership with ATMA, AAT, CBK, ABAL, CPA, ICB, IPA or CAANZ or equivalent highly regarded
• Experience in effectively leading a team
• Experience in developing, and embedding systems and processes
• Strong and proven customer service excellence
• Ability to organise, prioritise, and manage tasks effectively
• Excellent computer skills and knowledge of Microsoft products especially excel.
• Proven knowledge of financial processing systems (Brevity Plan management system an advantage)
• Strong interpersonal and communication skills, with the ability to handle difficult situations with empathy
• Sound judgement and decision-making ability, ability to work autonomously and flexible in a changing environment
• Willingness to promote and support practices that are inclusive, culturally responsive, safe and accessible.
• Current Victorian Drivers’ Licence
• Willingness to undertake relevant pre-employment screening and checks - including NDIS worker screening check, Police Check, Pre-Employment Medical and Working with Children's check
• Right to Work in Australia e.g. Australian Citizen, Permanent Resident or Visa holder with full working rights

How to Apply

If this job excites you, then click the “Apply” button to view the detailed Position Description and submit your application. Please also ensure you address the Key Selection Criteria in your application letter.

If you require any specific access adjustments or support within the Windermere recruitment, interview or onboarding process please contact our Recruitment Team via phone +613 8794 1349 or email ***email_hidden***. Please do not email applications, instead click the "Apply" button.

Windermere is committed to creating equitable environments for consumers and employees. We do this by building diverse and inclusive services and workspaces, where all peoples from Aboriginal & Torres Strait Islander, CALD, LGBTIQ+ Communities and those living with disability will know and feel accepted, affirmed, safe and celebrated. Windermere is delivering this through the continued development and implementation of our Welcoming and Inclusion Strategy as we seek to provide a diverse workforce at all levels.

We are proud of our Rainbow Tick accreditation and our Reflect Reconciliation Action Plan which has been endorsed by Reconciliation Australia.

Don't meet the key selection criteria but interested in future roles? Visit our website to sign up to our mailing list and stay up to date with our current vacancies.