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Verification advisor - leeds/hybrid

Leeds
StepChange
Will advisor
Posted: 12h ago
Offer description

Verification Advisor - Leeds/HybridAre 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 doingIn this role, you’ll verify client documentation to ensure their Individual Voluntary Arrangement is accurate and compliant. This includes processing paperwork, checking signed agreements and debt account numbers, and confirming income details against submitted proof. You’ll conduct credit reference and anti-money laundering checks, request missing information, and liaise with clients to resolve discrepancies, updating budgets and confirming payment terms where necessary. You’ll 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. Throughout, you’ll ensure all tasks are completed with care and diligence, in line with StepChange VA guidelines, regulatory standards, and FCA conduct rules.About youYou’re highly organised with excellent attention to detailComfortable working with financial data and regulatory frameworksConfident communicator across multiple channelsAble to work independently and collaboratively in a fast-paced environmentCommitted to delivering high-quality service and supporting clients with care and diligenceEquality, Diversity, and InclusionEquality, 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.

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