Job Description and Specification
Job Title: Debt Advisor
Department: The Debt Advisor
Responsible to: Head of Operations
Hours of work: 35 hours per week
Main Purpose: To provide whole of market advice to prospective consumers.
The Debt Advisor is a rapidly growing business with a firm foothold in the IVA and Debt Management market. We are looking to expand the team to reach even more prospective consumers and continue to do what we do best; helping people find the most appropriate solution for their financial needs.
The Debt Advisor is regulated by the FCA and ensures that the highest possible standards of service are provided throughout.
Principal Duties and Responsibilities
* Being the first point of contact for any customer that reaches out for financial help. An initial advice call involves finding out about the individual’s circumstances, including their income, expenditure, and creditor details. You will assess the information provided and identify the best solution to help clear their debts as soon as possible. You will need a good working knowledge of all potential debt solutions including IVA, Bankruptcy, Debt Management, budgeting, as well as debt consolidation (remortgaging/secured loans and unsecured loans). (Training will also be provided)
* Using our client management system to record and update the appropriate details securely.
* Following scripted guidance to ensure that The Debt Advisor brand, ethos, and approach are consistently represented across our business and processes.
* Following a contact strategy for any prospective consumers, facilitated by our dialler system. You will be required to note our client management system effectively, accurately, and in a timely manner while maintaining a large workload and pushing forward with case progression.
* Requesting and chasing up supporting documentation such as bank statements and pay slips, ensuring that any customer moving on to the next stage of financial help receives a smooth and secure handover.
* Keeping to guidelines aimed at maintaining quality, taking into account feedback from quality monitoring assessments completed on your calls, which will be conducted weekly.
Key Performance Indicators of the Role
* 90% of payments collected on newly onboarded consumers
* Score 90% on call audits
* Score 80% on internal audits
* Attend 100% of training
KPIs will be reviewed quarterly. Annual staff performance development reviews (PDR) will be held, and professional development plans created to encourage progression within the business.
Key Competence Requirements
* Experience in working in an FCA advice/environment (ideally 12 months)
* Ability to work with all levels of staff and with the utmost professionalism
* Excellent organisational, administrative, and IT skills
* Ability to work under pressure and meet deadlines
* Effective time management skills
Application Deadline: 23/01/2024
Job Types: Full-time, Permanent
Pay: From £26,000.00 per year
Benefits
* Casual dress
* Company pension
* Transport links
Schedule
* Monday to Friday
* No weekends
Experience
* General sales: 1 year (required)
Work Location: In person
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