New Accounts Support

To support and assist the New Accounts Advisors role ensuring that customers are pre-assessed and handed to a skilled advisor for them to establish and understand each Customer’s financial circumstances by way of an in-depth discussion and Income and Expense Assessment.  This role is seen as a progression route to a New Accounts Advisor.

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New Accounts Advisor

To establish and understand each customer’s financial circumstances by way of an in-depth discussion and Income and Expense Assessment.  Clear and comprehensive advice and the appropriate solutions can be identified therefore enabling the customer to be empowered to make a considered and informed decisions as to the most appropriate course of action to meet their needs.

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Receptionist

As a receptionist, you are responsible for the greeting and assisting of customers from the moment they enter the office. Ensuring the office looks professional at all times whilst carrying out ad hoc duties.

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Financial Planning Advisor

Starting Salary: £19,000 Job Purpose: To complete full financial reviews on all DM plans, to establish and understand each consumer’s circumstances in order that clear and comprehensive advice can be provided, that suitable solutions can be identified and that the consumer is empowered to make a considered and informed decision as to the most appropriate…

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IVA Post Appointment Team Leader

To manage a high performing, engaged and supported team, whilst ensuring team KPIs are achieved. In addition to working with the senior leadership team to improve efficiencies within the team.

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Customer Support Officer

To be responsible for inbound / outbound telephone calls and customer correspondence ensuring that the customer is fully assisted in resolving both payment and non-payment related issues to enable their plan to continue.

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IVA Administrator – X2

To be responsible for ensuring that all post appointment administrative tasks or regulatory reviews are completed on an IVA/Trust Deed from approval of the case to completion/failure.

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IVA & PTD Drafter

To ensure that a compliant consultation call is completed with all customers with an accurate and compliant IVA / Trust Deed proposal and supporting appendices produced to reflect the individual customer’s circumstances.

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