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- Tasks: Engage with clients to understand their financial situations and provide tailored debt solutions.
- Company: PayPlan helps individuals in debt by offering free, empathetic financial advice.
- Benefits: Enjoy perks like free parking, gym memberships, charity days, and a supportive work culture.
- Why this job: Make a real difference in people's lives while developing your skills in a caring environment.
- Qualifications: Strong communication skills and customer service experience are preferred; empathy is key.
- Other info: Join a growing team dedicated to positive social impact and personal growth.
The predicted salary is between 21300 - 29800 £ 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 3rd 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!
- 2 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 Highstreet stores.
- Enhanced benefits for long-serving employees, including additional holiday and much more.
Assessment Case Officer employer: PayPlan
Contact Detail:
PayPlan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assessment Case Officer
✨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 empathy and understanding through your voice is crucial. Consider role-playing scenarios with friends or family.
✨Tip Number 3
Research PayPlan’s values and mission. Being able to articulate how your personal values align with theirs during the interview can set you apart from other candidates. Show that you’re not just looking for a job, but a meaningful career.
✨Tip Number 4
Prepare examples from your past experiences where you've demonstrated exceptional customer service, especially in challenging situations. This will showcase your ability to handle vulnerable clients and highlight your problem-solving skills.
We think you need these skills to ace Assessment Case Officer
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Assessment Case Officer. Familiarise yourself with the skills required, such as strong communication and customer service abilities, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in customer service or similar roles. Use specific examples that demonstrate your ability to handle sensitive situations and provide empathetic support to clients.
Showcase Communication Skills: Since excellent written and verbal communication skills are crucial for this role, ensure your application reflects this. Use clear, concise language and consider including examples of how you've effectively communicated with clients in the past.
Tailor Your Application: Make sure to customise your cover letter to reflect PayPlan's values of empathy and respect. Explain why you want to work for them specifically and how your personal values align with their mission to help those in debt.
How to prepare for a job interview at PayPlan
✨Show Empathy and Understanding
As an Assessment Case Officer, you'll be dealing with clients in sensitive financial situations. Make sure to demonstrate your ability to empathise and understand their circumstances during the interview. Share examples from your past experiences where you've successfully supported someone in a challenging situation.
✨Highlight Communication Skills
Strong communication skills are essential for this role. Be prepared to discuss how you effectively communicate with clients over various channels like phone, email, and live chat. Consider providing specific examples of how you've built rapport and trust with clients in previous roles.
✨Demonstrate Problem-Solving Abilities
The role involves helping clients find suitable debt solutions. During the interview, showcase your problem-solving skills by discussing how you've approached complex situations in the past. Highlight your ability to think critically and develop tailored solutions that meet individual needs.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to handle vulnerable clients and challenging situations. Practice responding to potential scenarios, focusing on how you would approach each situation with empathy, professionalism, and a client-driven mindset.
