Assessment Case Officer
Posted a day ago
- Grantham, Lincolnshire
- Any
- External
- Expires In 3 months
Assessment Case Officer
Location: Totemic House
Department: Payplan
Salary: £25,396.80 +Bonus
Hours : 40 (35 hour working week with a paid lunch hour each day totalling 40 hours a week)
Job Type: Full time
Contract Type: Permanent
Here at PayPlan, we are looking for colleagues to join our welcoming and growing team. If you have strong communication skills, ideally over the phone, and take pride in providing excellent customer service we would love to hear from you!
Ready to join? Read on to find out more about this role.
Who are PayPlan?
We believe that everyone should to be treated with empathy and respect, especially when dealing with sensitive financial situations. Our goal is to help people who are in debt by providing them with free debt advice and solutions that are tailored to their individual circumstances. We are proud to help and support our clients through their journey and in turn are committed to making a positive impact on their lives.
Why work at PayPlan?
We are dedicated to making a difference in the lives of those in need and we would love for passionate, empathetic and understanding colleagues to join us in our mission. If you are customer-focused, an excellent communicator with good listening skills, and share our values of empathy, respect, and making a positive impact, then we would love for you to be a part of our team. With access to a range of employee benefits, a supportive work culture, and opportunities for personal and professional growth, we offer more than just a job we offer a rewarding career. Come join us and make a difference in peoples lives whilst enjoying what you do!
What would you be doing as an Assessment Case Officer here at Payplan?
Our assessment team is essential in supporting clients on their journey to becoming debt-free. In this role, youll engage with clients to gain a clear understanding of their financial and personal situations, work alongside them to develop a manageable budget, and offer professional expert advice on the most appropriate debt solutions tailored to their needs.
We want to make the journey to becoming debt-free as simple and stress-free as possible.
As an Assessment Case Officer at PayPlan you will:
Communicate with clients via phone, emails, texts, livechat and WhatsApp.
Proactively gain trust with clients by building rapport, listening, acknowledging, and guiding them through their journey
Build and maintain strong working relationships with colleagues and third parties
Be client driven, listening to their needs, being supportive and empathetic, questioning if doubt is detected.
Recognise when a client in vulnerable and be able of offer support and signposting to relevant 3rd party support.
Engage with clients to support in finding a suitable recommendation for them, ensuring it also aligns with the requirements of the business
Champion continuous improvement and new ways of working at every opportunity
About You:
Previous experience of working within a similar industry would be an advantage
Excellent written and verbal communication skills with the ability to understand the needs of the client
Exceptional Customer Service skills to be able to deal with challenging and vulnerable clients
A great team player with the confidence to work independently
Excellent attention to detail with a methodical and thorough approach to your work
A desire to show initiative and the ability to multitask
If this sounds like the role for you, apply now or get in touch if youd like further information.
Please note that your application will be submitted through Hireful. Hireful hold their own Privacy Policy which can be found here.
Benefits:
Working for PayPlan, youll have access to a range of employee benefits. We want to do the best for our colleagues, looking after their wellbeing and ensuring they have the support and resources needed to thrive both personally and professionally.
Key benefits include
Free on-site parking at all our office locations
Subsidised Gym Membership with local gym
Cycle to work scheme
Referral scheme you can be rewarded for referring friends and family to join the team too!
2 charity days a year for our employees to use for a charity close to them
Access to an inhouse Financial Advisor
Access to our 24/7 Employee Assistance Programme
Dedicated Wellbeing Champions across the business with wellbeing rooms at all office locations
Access to JAAQ at work a Mental Wellbeing Platform giving you access to videos and support whenever you need it
Health Med Wellness Wellness and Performance hub
Discounts on many Highstreet stores
Enhanced benefits for long-serving employees, including additional holiday and much more
REF-221009
TPBN1_UKTJ
Location: Totemic House
Department: Payplan
Salary: £25,396.80 +Bonus
Hours : 40 (35 hour working week with a paid lunch hour each day totalling 40 hours a week)
Job Type: Full time
Contract Type: Permanent
Here at PayPlan, we are looking for colleagues to join our welcoming and growing team. If you have strong communication skills, ideally over the phone, and take pride in providing excellent customer service we would love to hear from you!
Ready to join? Read on to find out more about this role.
Who are PayPlan?
We believe that everyone should to be treated with empathy and respect, especially when dealing with sensitive financial situations. Our goal is to help people who are in debt by providing them with free debt advice and solutions that are tailored to their individual circumstances. We are proud to help and support our clients through their journey and in turn are committed to making a positive impact on their lives.
Why work at PayPlan?
We are dedicated to making a difference in the lives of those in need and we would love for passionate, empathetic and understanding colleagues to join us in our mission. If you are customer-focused, an excellent communicator with good listening skills, and share our values of empathy, respect, and making a positive impact, then we would love for you to be a part of our team. With access to a range of employee benefits, a supportive work culture, and opportunities for personal and professional growth, we offer more than just a job we offer a rewarding career. Come join us and make a difference in peoples lives whilst enjoying what you do!
What would you be doing as an Assessment Case Officer here at Payplan?
Our assessment team is essential in supporting clients on their journey to becoming debt-free. In this role, youll engage with clients to gain a clear understanding of their financial and personal situations, work alongside them to develop a manageable budget, and offer professional expert advice on the most appropriate debt solutions tailored to their needs.
We want to make the journey to becoming debt-free as simple and stress-free as possible.
As an Assessment Case Officer at PayPlan you will:
Communicate with clients via phone, emails, texts, livechat and WhatsApp.
Proactively gain trust with clients by building rapport, listening, acknowledging, and guiding them through their journey
Build and maintain strong working relationships with colleagues and third parties
Be client driven, listening to their needs, being supportive and empathetic, questioning if doubt is detected.
Recognise when a client in vulnerable and be able of offer support and signposting to relevant 3rd party support.
Engage with clients to support in finding a suitable recommendation for them, ensuring it also aligns with the requirements of the business
Champion continuous improvement and new ways of working at every opportunity
About You:
Previous experience of working within a similar industry would be an advantage
Excellent written and verbal communication skills with the ability to understand the needs of the client
Exceptional Customer Service skills to be able to deal with challenging and vulnerable clients
A great team player with the confidence to work independently
Excellent attention to detail with a methodical and thorough approach to your work
A desire to show initiative and the ability to multitask
If this sounds like the role for you, apply now or get in touch if youd like further information.
Please note that your application will be submitted through Hireful. Hireful hold their own Privacy Policy which can be found here.
Benefits:
Working for PayPlan, youll have access to a range of employee benefits. We want to do the best for our colleagues, looking after their wellbeing and ensuring they have the support and resources needed to thrive both personally and professionally.
Key benefits include
Free on-site parking at all our office locations
Subsidised Gym Membership with local gym
Cycle to work scheme
Referral scheme you can be rewarded for referring friends and family to join the team too!
2 charity days a year for our employees to use for a charity close to them
Access to an inhouse Financial Advisor
Access to our 24/7 Employee Assistance Programme
Dedicated Wellbeing Champions across the business with wellbeing rooms at all office locations
Access to JAAQ at work a Mental Wellbeing Platform giving you access to videos and support whenever you need it
Health Med Wellness Wellness and Performance hub
Discounts on many Highstreet stores
Enhanced benefits for long-serving employees, including additional holiday and much more
REF-221009
TPBN1_UKTJ