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Careers at The Debt Advisor

  • Post Appointment IVA Administrator
    May 1st 2024. (Click for details)
    • Department: Post-Appointment
    • Responsible to: IVA Supervision Manager
    • Hours of work: 35 hours per week
    • Main Purpose: Cover a range of duties across the Post-Appointment Team
    • Salary: £21,000 to £24,000 (dependent upon experience)

    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

    • Conduct Income and Expenditure case reviews when required
    • Draft statutory notices and issue reports to creditors and debtors as per the statutory requirements
    • Communicating with clients via phone/SMS/email ensuring all conversations follow GDPR regulations
    • Handle all aspects of IVA administration post approval
    • Draft, convene and chair variation meetings when required
    • Assist with case distributions as and when required
    • Liaise with Distributions officer to arrange final distributions
    • Deal with all aspects of property restrictions
    • Manage and action specific modifications\
    • Monitor increased liabilities on all cases
    • Deal with all aspects of property restrictions/month 54 reviews
    • Any such duties that may be required by the business
    • Discuss any changes to payments required with clients
    • Process card payments and set up recurring payments
    • Update creditor details
    • Chase outstanding claims and evidence from creditors
    • Assist the pre-appointment with administration duties as required
    • Involvement with companywide projects as appropriate

    Key Performance Indicators of the role

    • Variation proposal drafted within 48 hours of the case being agreed as viable
    • Ensure customer emails are responded to withing 48 hours
    • Annual Reports drafted within 30 days of due date
    • Termination reports drafted within 2 working days of being referred and identified as ready to draft
    • Completion reports drafted within 2 working days of being identified as ready to draft
    • Score 90% on call audits
    • Score 90% on internal audits
    • Attend 90% of training
    • Complete 36 hours of CPD per year

    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 the debt management industry (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

    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

    • Ability to work with all levels of staff
    • Professionalism
    • Excellent organisational, administrative and IT skills
    • Ability to work under pressure and meet deadlines
    • Effective time management skills

    What are the benefits?

    • Company pension
    • Frequent social events
    • Causal dress
    • Health and wellbeing programme
    • Private medical insurance
    • Hybrid working available once probation completed
    • Monday to Friday

    To apply – please contact: elaine.kibble@thedebtadvisor.co.uk
    Or Call: 07517109632

  • Debt Management Administrator
    (Click for details)
    • Department: The Debt Advisor
    • Responsible to: Debt Management Team Leader
    • Hours of work: 35 hours per week
    • Main Purpose: To support the Debt Management Team Leader to maintain an existing book of Debt Management Clients across the key functions of Financial Review, Credit Control, Customer Service and Creditor Liaison. Previous experience of at least one of these areas is essential.

    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

    • Completing annual and ad-hoc income and expenditure reviews
    • Liaising with clients regarding any changes to payments as required.
    • Maintaining and updating client payment schedules
    • Communicating with clients via phone/SMS/email ensuring all conversations follow GDPR regulations
      and business policies
    • Liaising with the team leader and management team
    • Updating CRM platforms.
    • Complying with all business policies and procedures
    • Any such duties that may be required by the business
    • Performing tasks and duties with the following regulatory requirements and policies in mind:
      o FCA (financial conduct authority)
      o CD (consumer duty)
      o CASS (client asset sourcebook)
      o TCF (treating customer fairly)

    Key Performance Indicators of the role

    • 90% of payments collected on the cases reviewed per month
    • 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 the debt management industry (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

    To apply – please contact: elaine.kibble@thedebtadvisor.co.uk
    Or Call: 07517109632

  • Debt Advisor
    (Click for details)
    • 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 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. remortgaging/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

    To apply – please contact: elaine.kibble@thedebtadvisor.co.uk
    Or Call: 07517109632