Debt Case Advisor

A1 Jobs Ltd; Clifton; On-site; GBP 32,000 - 52,000; Full time

Job summary

A1 Jobs is seeking a driven financial guidance adviser to join our client's expanding team in the United Kingdom. You will support customers through every stage of their journey, delivering tailored, compliant advice within a regulated environment to help them achieve their financial goals.

Use CRM systems to manage a growing portfolio, pursue targets, and build lasting trust as the primary contact. A confident communicator with strong negotiation skills and a customer-focused mindset will

Qualifications

• Experience using CRM systems and managing sales pipelines.
• Strong communication and negotiation skills.
• Customer-focused mindset with regulatory awareness.

Responsibilities

• Manage a portfolio of customer accounts, offering personalised advice and ongoing support.
• Conduct comprehensive assessments of customers' circumstances, including income, assets, debts, and vulnerabilities.
• Recommend appropriate solutions and alternatives, ensuring customers understand options.
• Act as the main point of contact throughout the customer journey, building trust.
• Maintain accurate records within CRM systems.
• Achieve individual performance targets while supporting team objectives.
• Ensure all advice and interactions comply with regulatory standards.
• Guide customers from initial advice through to suitable, needs-based solutions.
• Use consultative questioning and effective objection-handling while staying customer-focused.
• Balance commercial goals with regulatory obligations and vulnerability considerations.
• Take ownership of customer outcomes from initial engagement to post-advice support.

Skills

CRM systems

Sales pipelines

Negotiation

Customer-focused

Job description

A1 Jobs have an excellent opportunity to join our client to support the continued growth of their expanding team. This is an excellent opportunity to join a high-performing organisation where you can develop your career in a supportive and results-driven environment.

You will provide tailored financial guidance and solutions, supporting customers at every stage of their journey while ensuring all advice is fully compliant within a regulated environment.

Are you a results-driven professional?

The ideal candidate will be a confident communicator with strong negotiation skills and a customer-focused mindset. You will thrive in a fast-paced environment, be motivated by targets, and have a proven ability to convert prospects into long-term clients. Experience using CRM systems and managing sales pipelines is essential.

Key Responsibilities

• Manage a portfolio of customer accounts, offering personalised advice and ongoing support.
• Conduct comprehensive assessments of customers' circumstances, including income, assets, debts, and any potential vulnerabilities.
• Recommend appropriate solutions and alternatives, ensuring customers fully understand their options.
• Act as the main point of contact throughout the customer journey, building trust and maintaining engagement.
• Maintain accurate and detailed records within CRM systems.
• Achieve individual performance targets and contribute to wider team objectives while delivering high-quality customer outcomes.
• Ensure all advice and customer interactions comply with relevant regulatory standards.
• Confidently guide customers from initial advice through to suitable, needs-based solutions.
• Use consultative questioning and effective objection-handling techniques while maintaining a customer-first approach.
• Balance commercial performance expectations with regulatory obligations and vulnerability considerations.
• Take ownership of customer outcomes from initial engagement through to implementation and post-advice support.