At a Glance
- Tasks: Verify client documentation for Individual Voluntary Arrangements and ensure compliance with regulations.
- Company: Join a supportive team at a leading financial recovery organisation.
- Benefits: Flexible hybrid working, competitive salary, and a focus on personal development.
- Why this job: Make a real difference in clients' lives by helping them regain financial confidence.
- Qualifications: Detail-oriented, organised, and comfortable with financial data and communication.
- Other info: Inclusive culture that values diversity and supports your unique 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 Wombwell employer: StepChange
Contact Detail:
StepChange Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Verification Advisor - Leeds/Hybrid in Wombwell
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Prepare for common interview questions related to accuracy and compliance, as these are key for a Verification Advisor role. Role-play with a friend or use online resources to boost your confidence.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After your interview, send a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and keen to join our team at StudySmarter.
We think you need these skills to ace Verification Advisor - Leeds/Hybrid in Wombwell
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 skills. Use clear and concise language in your application to reflect this ability.
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! This ensures we receive all your details correctly and helps us keep track of your application in our system.
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.