Financial solutions adviser

Posted 6 March by DFH Ltd Featured

One of the UK’s FCA-fully authorised Commercial Financial solutions companies. DFH are recruiting a number of experienced Debt Advisors. This is an exciting role, with genuine career prospects working within an award winning company that has exciting growth plans in 2018

The Role

The role of new business advisor is critical at DFH - their initial conversations are the opportunity where we establish trust and build a relationship with our customers. The responsibilities of the new business advisors are to:

  • Make and receive calls from people who are in need of advice and support because they have problems with their levels of debt
  • Quickly gain confidence and trust by building rapport and empathy with each customer
  • Take the customer through a detailed fact find to ascertain the extent and the context of their financial problems,
  • Take the customer through the on-boarding process, supporting them through the steps required to help them finally take control of their finances
  • Recommend the most suitable solution for that customer
  • Review the suitability of solutions for our current customers, taking into account any changes in their circumstances

The Person

To succeed in this challenging and rewarding role you must;

  • Be outgoing, confident and have excellent interpersonal and communication skills so that you can build rapport, establish empathy and gain the trust of each customer
  • Be able to advise and consult with each customer, matching their specific needs to the most suitable solution
  • Be able to take control and support the customer through the process of becoming debt free
  • Be determined and resilient - talking to people about their financial problems requires focus and perseverance
  • Be outcome orientated - at the end of the day your job is to find the right solution for each customer
  • Have a good understanding and commitment to Treating Customers Fairly (TCF)

As a new business advisor, you will provide advice to our customers, helping them to take control of their finances to support them getting out of debt. This will include providing advice on a range of debt solutions including Debt Management Plans; IVA; PTD; DRO; AO’s; Bankruptcy
We are particularly interested to speak to candidates with experience of FCA Regulated Sales environments such as Debt Management; Loans; Finance; Insurance; Mortgage Sales.
Have relevant qualifications including CeMAP (Certificate in Mortgage Advice and Practice); CPPI (Certificate of Proficiency in Personal Insolvency); CertMAP (Certificate in Money Advice Practice).

The Company

Fully FCA Authorised Financial Solutions provider we take pride in giving high quality advice to our customers, helping them to take control of their finances and to get out of debt in the quickest and stress- free way as possible.

Our vision is to help our customers find the most appropriate debt solution for their personal circumstances. We do this by always having our customers’ welfare at the heart of every decision we make.

In return for your commitment and enthusiasm, we offer the following benefits:

  • A starting salary of between £18,000 - £23,000 depending upon experience plus weekly and monthly bonus
  • Inclusion into our Employee Pension Scheme
  • Dedicated coaching, training and development to ensure that you have the best opportunity to improve your skills and develop your career
  • Opportunity to gain formal qualifications in financial advice
  • A holiday entitlement of up to 28 days leave; including bank holiday
  • Health & Lifestyle benefits including
    • Childcare vouchers with tax and NI savings
    • Access to a 24/7 Employee Assistance Program
  • Opportunity to attend Employee Recognition Events such as Spa Days, Horse Racing and annual Employee Party

We are based in the heart of Manchester City Centre close to all major transport links

This is a full-time permanent role working 4.5 days per week - the hours are 10am until 8pm Monday to Thursday and 10am until 2pm every Friday

Required skills

  • Customer Service
  • Debt
  • Debt Management
  • Financial Services
  • Insolvency

Application questions

Have you worked in financial services before?
Have you worked in debt management before?

Reference: 34614246

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