Verification Advisor - Leeds/Hybrid in Swillington
Verification Advisor - Leeds/Hybrid

Verification Advisor - Leeds/Hybrid in Swillington

Swillington Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
Go Premium
StepChange

At a Glance

  • Tasks: Verify client documentation and ensure compliance for Individual Voluntary Arrangements.
  • Company: Join a supportive team dedicated to helping clients achieve financial recovery.
  • Benefits: Flexible hybrid working, competitive salary, and a focus on personal development.
  • Why this job: Make a real difference in clients' lives while honing your attention to detail.
  • Qualifications: Strong organisational skills and comfortable with financial data.
  • Other info: Inclusive culture that values diversity and supports your potential.

The predicted salary is between 30000 - 40000 £ per year.

Are you detail-driven with a passion for getting things right first time? Do you thrive in a fast-paced environment where accuracy and empathy go hand in hand? Want to make a real difference by helping clients take the first step toward financial recovery? We’re looking for a Verification Advisor to join our Voluntary Arrangements team. In this role, you’ll be the crucial link between debt advice and plan activation ensuring every IVA (Individual Voluntary Arrangement) is verified, accurate, and compliant with regulatory standards.

You’ll work across multiple channels including phone, email, SMS, and letter to verify client documentation, conduct anti-money laundering checks, and ensure every plan reflects the client’s true financial situation. Your work will directly impact client outcomes, helping them move forward with confidence and clarity.

What you’ll be doing:

  • Verify client documentation to ensure their Individual Voluntary Arrangement is accurate and compliant.
  • Process paperwork, check signed agreements and debt account numbers, and confirm income details against submitted proof.
  • Conduct credit reference and anti-money laundering checks, request missing information, and liaise with clients to resolve discrepancies.
  • Update budgets and confirm payment terms where necessary.
  • Prepare and send documentation for virtual creditor meetings, audit supervisory files, manage the Land Registry process, and oversee the archiving and retrieval of case files.
  • Ensure all tasks are completed with care and diligence, in line with StepChange VA guidelines, regulatory standards, and FCA conduct rules.

About you:

  • You’re highly organised with excellent attention to detail.
  • Comfortable working with financial data and regulatory frameworks.
  • Confident communicator across multiple channels.
  • Able to work independently and collaboratively in a fast-paced environment.
  • Committed to delivering high-quality service and supporting clients with care and diligence.

Equality, Diversity, and Inclusion:

Equality, 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.

Verification Advisor - Leeds/Hybrid in Swillington employer: StepChange

As a Verification Advisor at our Leeds office, you'll be part of a supportive and inclusive work culture that values accuracy and empathy in helping clients achieve financial recovery. We offer flexible hybrid working arrangements, comprehensive training, and opportunities for professional growth, ensuring you can thrive in your role while making a meaningful impact on clients' lives. Join us to be part of a team that prioritises diversity and fosters a sense of belonging, where your contributions are recognised and valued.
StepChange

Contact Detail:

StepChange Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Verification Advisor - Leeds/Hybrid in Swillington

✨Tip Number 1

Get to know the company! Research their values and mission, especially around financial recovery and client support. This will help you tailor your approach during interviews and show that you're genuinely interested in making a difference.

✨Tip Number 2

Practice your communication skills! Since you'll be liaising with clients across various channels, it’s crucial to be clear and empathetic. Role-play common scenarios with a friend or family member to build your confidence.

✨Tip Number 3

Prepare for the assessment centre! Familiarise yourself with the tasks you might face, like verifying documentation and conducting checks. Bring any questions you have about the role to show your enthusiasm and readiness.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

We think you need these skills to ace Verification Advisor - Leeds/Hybrid in Swillington

Attention to Detail
Client Documentation Verification
Regulatory Compliance
Anti-Money Laundering Checks
Credit Reference Checks
Financial Data Management
Communication Skills
Organisational Skills
Problem-Solving Skills
High-Quality Service Delivery
Collaboration
Independence in Work
Adaptability in Fast-Paced Environments

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Verification Advisor role. Highlight your attention to detail and experience with financial data, as these are key to impressing us!

Showcase Your Communication Skills: Since you'll be liaising with clients across various channels, it's important to demonstrate your communication prowess. Use clear and concise language in your application to reflect this.

Emphasise Your Organisational Skills: We love candidates who can juggle multiple tasks effectively. Share examples of how you've managed your time and organised your workload in previous roles to show us you're up for the challenge!

Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the Verification Advisor position.

How to prepare for a job interview at StepChange

✨Know Your Stuff

Make sure you understand the role of a Verification Advisor inside out. Familiarise yourself with Individual Voluntary Arrangements (IVAs), anti-money laundering checks, and the regulatory standards involved. This knowledge will not only help you answer questions confidently but also show your genuine interest in the position.

✨Showcase Your Attention to Detail

Since this role requires a keen eye for detail, prepare examples from your past experiences where your attention to detail made a difference. Whether it’s catching an error in documentation or ensuring compliance with regulations, be ready to share these stories during your interview.

✨Practice Your Communication Skills

As a Verification Advisor, you'll need to communicate effectively across various channels. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend, focusing on how you would explain complex financial concepts in simple terms.

✨Emphasise Empathy and Client Care

This role is about helping clients navigate their financial recovery. Be prepared to discuss how you’ve demonstrated empathy in previous roles. Share specific instances where you’ve supported clients or colleagues through challenging situations, highlighting your commitment to delivering high-quality service.

Verification Advisor - Leeds/Hybrid in Swillington
StepChange
Location: Swillington
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>