At a Glance
- Tasks: Guide clients through their IVA journey with empathy and professionalism.
- Company: Join a supportive team at a leading financial advice organisation.
- Benefits: Flexible hybrid working, competitive salary, and opportunities for personal growth.
- Why this job: Make a real difference in people's lives during challenging times.
- Qualifications: Experience in client-focused roles; strong communication and negotiation skills.
- Other info: Embrace diversity and inclusion in a culture of belonging.
The predicted salary is between 30000 - 40000 £ per year.
Do you excel at gathering, analysing and interpreting detailed client information to build a complete and accurate financial picture? Can you confidently guide clients through sensitive debt-solution processes with clarity, empathy and professionalism? Are you skilled at negotiating fair outcomes and building strong, trust-based relationships with both clients and creditors?
We’re looking for a Drafter to join our Voluntary Arrangements team and play a crucial role in supporting clients through their IVA journey. This is a meaningful opportunity to help people at a challenging time in their lives while ensuring our IVA proposals are accurate, compliant and positioned for approval.
Your RoleIn this role, you’ll guide clients through their IVA process from initial set-up to the meeting of creditors, ensuring their experience reflects the expectations of both StepChangeVA and the client. You’ll verify and investigate client information, request additional documentation where needed, and maintain accurate records throughout. You’ll prepare IVA documentation for review by an Insolvency Practitioner, liaise closely with them where required, and manage all communication with clients and creditors during the drafting and approval stages. This includes negotiating fair and realistic modifications and canvassing creditor views when necessary. You’ll also provide alternative debt solutions when an IVA isn’t appropriate, collaborate with colleagues to ensure smooth case progression, participate in training and review meetings to maintain compliance, contribute to process improvements, and work in line with FCC policies, procedures and FCA conduct rules. Other duties may be required in line with the role.
About YouYou bring experience working in a client-focused environment, ideally with exposure to debt advice and IVA processes. You’re confident communicating by phone or face-to-face, and you’re comfortable working to targets while managing your own caseload. You listen carefully, ask the right questions and probe effectively, and you’re able to work under pressure while maintaining accuracy. Your written communication is clear and concise, and you can negotiate persuasively with both clients and creditors. You adapt your communication style to suit each client’s level of understanding, work well as part of a team while also using your own initiative, and remain flexible and open to change. Experience with Microsoft Word, Excel and Outlook is essential, while CPI/CPPI qualifications, previous IVA drafting experience or experience managing IVA cases pre-appointment are desirable but not essential.
Equality, Diversity & InclusionEquality, diversity, and inclusion are incredibly important to us; we have a culture of belonging. We’re always looking to increase the diversity of our workforce to ensure we can provide the best service possible for everyone. It’s not just about the professional experience you bring – we’re interested in who you are and your potential. If there’s an adjustment to our recruitment process that would help you to be your best, speak to our team and they’ll be happy to help.
Customer Service Advisor (IVA\'s) - Leeds/Hybrid in Hillsborough employer: StepChange
Contact Detail:
StepChange Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor (IVA\'s) - Leeds/Hybrid in Hillsborough
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Practice your pitch! Be ready to explain why you're the perfect fit for the Customer Service Advisor role. Highlight your experience with client-focused environments and your knack for negotiating outcomes.
✨Tip Number 3
Prepare for interviews by researching common questions related to debt advice and IVAs. Show us that you understand the process and can empathise with clients during their challenging times.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Customer Service Advisor (IVA\'s) - Leeds/Hybrid in Hillsborough
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the role. We want to see how you can guide clients through their IVA journey with empathy and professionalism.
Showcase Your Communication Skills: Since clear and concise written communication is key, use your application to demonstrate this. Whether it’s through your cover letter or CV, make sure your writing reflects your ability to negotiate and build trust with clients and creditors.
Highlight Relevant Experience: If you've worked in a client-focused environment or have experience with debt advice, make it stand out! We’re keen to see how your background can contribute to our Voluntary Arrangements team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss any important updates about the process!
How to prepare for a job interview at StepChange
✨Know Your IVAs Inside Out
Make sure you understand the ins and outs of Individual Voluntary Arrangements (IVAs). Familiarise yourself with the process, key terminology, and common challenges clients face. This knowledge will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Empathy
During the interview, highlight your ability to connect with clients on a personal level. Share examples of how you've guided clients through sensitive situations in the past. This will show that you can handle the emotional aspects of the role while maintaining professionalism.
✨Prepare for Role-Play Scenarios
Expect to engage in role-play during the interview, where you might have to negotiate with a 'client' or 'creditor'. Practise these scenarios beforehand, focusing on clear communication and persuasive negotiation techniques. This will help you feel more at ease and showcase your skills effectively.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges faced by the Voluntary Arrangements team. This not only shows your interest in the role but also helps you assess if the company aligns with your values and work style.