Job Description

Company

: The Debt Advisor

Department:

New Customer Acquisition

Responsible

to:

New Business Manager

Hours of work

: 35 hours per week

Main Purpose

: To provide whole of market advice to prospective consumers
The Debt Advisor is a rapid 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; by 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 to us for financial help. An initial advice call involves finding out about the individual's circumstances to include their income and expenditure and creditor details. You will be required to assess the information provided and identify the best solution to help clear their debts as soon as possible. You will be expected to have a good working knowledge of all potential debt solutions including IVA, Bankruptcy, Debt Management, budgeting as well as debt consolidation i.e. re-mortgaging/secured loans and unsecured loans. (Training will also be provided) You will use our client management system to record and update the appropriate details securely. You will also follow scripted guidance to ensure that The Debt Advisor brand, ethos and brand approach
is carried consistently across our Business and all processes.

You will be required to follow a contact strategy for any prospective consumers, our dialler system facilitates this. You will be required to note our client management system effectively, accurately and in a timely manner. You will need to maintain a large workload and push forward with case
progression.

You will also be responsible for requesting and chasing up supporting documentation such as bank statements, pay slips etc. Also ensuring that any customer moving on to the next stage of financial help, whether it be an alternative team within The Debt Advisor, or being signposted elsewhere, they receive a smooth and secure handover. You will be expected to keep to guidelines aimed at maintaining quality; taking into account any feedback provided from quality monitoring assessments completed on your calls. These will be completed on a weekly basis.

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 on a quarterly basis. 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
Job Types: Full-time, Permanent

Pay: 25,000.00-28,000.00 per year

Benefits:

Company events Transport links
Work Location: In person