New Business Advisor - Derby

V Selective LTD
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Job Title: New Business Advisor (Financial Services)

Based: Derby

Shift Pattern (See below)


Working for a well-established, Derby based company who operate within the Financial Services Sector. This positon involves providing customer service, by phone and e-mail, for existing and potential customers. The role also involves processing applications for credit.

Key Responsibilities

- Handling inbound and outbound customer telephone calls and dealing with queries

- Replying to customer e-mail and website enquiries

- Processing applications for finance

- Liaising with customers regarding their applications and/or obtaining further information

- Dealing with customer account queries, e.g. amending direct debit dates

- Updating the system and following processes as per department policy & procedures

- Filing, scanning and archiving customer agreement documentation

- Supporting the collections team with outbound calling where required

- Completing credit and affordability assessments using relevant credit tools

- Making lending decisions or recommendations on finance applications

Required Skills & Attributes

- Ability to use basic Microsoft software; Outlook, Word and Excel

- Committed to providing excellent customer service

- Good attention to detail & data accuracy

- Flexible and adaptable to meet business requirements

- Hard working and committed to achieving individual KPI targets

- Team player

- Effective communicator- written and verbal

- Financial services industry knowledge and a basic understanding of credit searching and loan products would be beneficial.


- Salary Negotiable between £16,000 - £18,000 subject to experience

- Performance related bonus

- Workplace Pension Scheme

- 40 hour week

- 3 shift patterns on a rolling rota, 8am - 5pm. 9am - 6pm and 10am -7pm during the week.
- 1 in approx 3 or 4 Saturdays worked 9am - 5pm (with a day given off in the week). During summer, Saturday shift increase to approx 1 out of 2. If you work a Saturday then you will get a day off in the week.
- 1 hour lunch.