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- Tasks: Engage with clients to understand their financial situations and provide tailored debt solutions.
- Company: PayPlan helps individuals in debt with empathy and respect, offering free advice and support.
- Benefits: Enjoy perks like subsidised gym memberships, charity days, and a supportive work culture.
- Why this job: Make a real difference in people's lives while growing personally and professionally in a caring environment.
- Qualifications: Strong communication skills and customer service experience are preferred; empathy is key!
- Other info: Full-time role with a 35-hour week plus paid lunch; apply now to join our mission!
The predicted salary is between 21500 - 29500 £ per year.
Location: Totemic House
Department: Payplan
Salary: £25,396.80 + Bonus
Hours: 40 (35 hour working week with a paid lunch hour each day totalling 40 hours a week)
Job Type: Full time
Contract Type: Permanent
Here at PayPlan, we are looking for colleagues to join our welcoming and growing team. If you have strong communication skills, ideally over the phone, and take pride in providing excellent customer service we would love to hear from you!
Who are PayPlan?
We believe that everyone should be treated with empathy and respect, especially when dealing with sensitive financial situations. Our goal is to help people who are in debt by providing them with free debt advice and solutions that are tailored to their individual circumstances. We are proud to help and support our clients through their journey and in turn are committed to making a positive impact on their lives.
Why work at PayPlan?
We are dedicated to making a difference in the lives of those in need and we would love for passionate, empathetic and understanding colleagues to join us in our mission. If you are customer-focused, an excellent communicator with good listening skills, and share our values of empathy, respect, and making a positive impact, then we would love for you to be a part of our team. With access to a range of employee benefits, a supportive work culture, and opportunities for personal and professional growth, we offer more than just a job - we offer a rewarding career. Come join us and make a difference in people's lives whilst enjoying what you do!
What would you be doing as an Assessment Case Officer here at PayPlan?
Our assessment team is essential in supporting clients on their journey to becoming debt-free. In this role, you'll engage with clients to gain a clear understanding of their financial and personal situations, work alongside them to develop a manageable budget, and offer professional expert advice on the most appropriate debt solutions tailored to their needs. We want to make the journey to becoming debt-free as simple and stress-free as possible.
As an Assessment Case Officer at PayPlan you will:
- Communicate with clients via phone, emails, texts, live chat and WhatsApp.
- Proactively gain trust with clients by building rapport, listening, acknowledging, and guiding them through their journey.
- Build and maintain strong working relationships with colleagues and third parties.
- Be client driven, listening to their needs, being supportive and empathetic, questioning if doubt is detected.
- Recognise when a client is vulnerable and be able to offer support and signposting to relevant third party support.
- Engage with clients to support in finding a suitable recommendation for them, ensuring it also aligns with the requirements of the business.
- Champion continuous improvement and new ways of working at every opportunity.
About You:
- Previous experience of working within a similar industry would be an advantage.
- Excellent written and verbal communication skills with the ability to understand the needs of the client.
- Exceptional Customer Service skills to be able to deal with challenging and vulnerable clients.
- A great team player with the confidence to work independently.
- Excellent attention to detail with a methodical and thorough approach to your work.
- A desire to show initiative and the ability to multitask.
If this sounds like the role for you, apply now or get in touch if you'd like further information.
Benefits:
Working for PayPlan, you'll have access to a range of employee benefits. We want to do the best for our colleagues, looking after their wellbeing and ensuring they have the support and resources needed to thrive both personally and professionally. Key benefits include:
- Free on-site parking at all our office locations.
- Subsidised Gym Membership with local gym.
- Cycle to work scheme.
- Referral scheme - you can be rewarded for referring friends and family to join the team too!
- Two charity days a year for our employees to use for a charity close to them.
- Access to an in-house Financial Advisor.
- Access to our 24/7 Employee Assistance Programme.
- Dedicated Wellbeing Champions across the business with wellbeing rooms at all office locations.
- Access to JAAQ at work - a Mental Wellbeing Platform giving you access to videos and support whenever you need it.
- Health Med Wellness - Wellness and Performance hub.
- Discounts on many High Street stores.
- Enhanced benefits for long-serving employees, including additional holiday and much more.
Assessment Case Officer in Grantham employer: PayPlan
Contact Detail:
PayPlan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assessment Case Officer in Grantham
✨Tip Number 1
Familiarise yourself with the financial advice sector, especially around debt management. Understanding the common challenges clients face will help you engage more effectively during interviews and demonstrate your empathy and knowledge.
✨Tip Number 2
Practice your communication skills, particularly over the phone. Since this role involves a lot of client interaction, being able to convey information clearly and build rapport quickly will set you apart from other candidates.
✨Tip Number 3
Showcase your ability to handle challenging situations. Prepare examples from your past experiences where you've successfully supported vulnerable clients or resolved conflicts, as this aligns with PayPlan's values.
✨Tip Number 4
Research PayPlan’s mission and values thoroughly. Being able to articulate how your personal values align with theirs during the interview will demonstrate your genuine interest in making a positive impact in people's lives.
We think you need these skills to ace Assessment Case Officer in Grantham
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Assessment Case Officer position. Understand the key responsibilities and required skills, such as strong communication and customer service abilities.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the role. Emphasise any previous work in customer service or similar industries, and showcase your ability to handle sensitive situations with empathy.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for helping others and your understanding of the financial challenges clients face. Use specific examples from your past experiences to demonstrate how you embody the values of empathy and respect that PayPlan stands for.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A well-presented application shows attention to detail and professionalism, which are crucial for the role.
How to prepare for a job interview at PayPlan
✨Show Your Empathy
As an Assessment Case Officer, empathy is key. Be prepared to share examples of how you've supported clients in sensitive situations. This will demonstrate your understanding of the role and the importance of treating clients with respect.
✨Communicate Clearly
Excellent communication skills are crucial for this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex topics. Consider role-playing common scenarios you might encounter in the role.
✨Demonstrate Problem-Solving Skills
Be ready to discuss how you've approached challenges in previous roles. Highlight your ability to develop tailored solutions for clients, as this aligns with the responsibilities of the Assessment Case Officer.
✨Research PayPlan's Values
Familiarise yourself with PayPlan's mission and values. During the interview, express how your personal values align with theirs, particularly around making a positive impact and providing excellent customer service.
