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Debt Advisor

The Role: A debt advisor deals with customers that are experiencing financial difficulties and are looking for advice that will enable them to manage their debts. The debt advisor apprentice will learn to deliver high quality advice in line with Financial Conduct Authority rules, guidance and principals.

Apprenticeship overview

You will enquire to understand the customers present difficulties and provide information about all the available suitable solutions.

Duration
15 – 18 Months
Qualification Type
Apprenticeship
Qualification Achieved
Level 3 Debt Advisor Apprenticeship Standard
Programme Delivery

  • Facilitated Workshops
  • E-learning
  • 1-to-1 coaching
  • Collaborative learning
  • Shadowing
  • Mentoring

The Person:

  • You have excellent listening skills.
  • You are empathetic and understanding of difficult circumstances.
  • You have a keen eye for numbers.
  • You enjoy helping people.
  • You have a resilient temperament and emotional intelligence.

Responsibilities often include: 

  • Assessing customers income and expenditure.
  • Creating budgets and financial statements.
  • Supporting customers in financial difficulty.
  • Building customer relationships.
  • liaise with external agencies.
  • creation of financial statements.

Typical Employers:

  • Debt advice agencies.
  • Citizens advice.
  • Local authorities.
  • Charitable organisations.

Key Skills for Debt Advisors:

  • Excellent communication skills.
  • Empathy and patience.
  • Problem solving abilities.
  • Adaptability and resilience.
  • Positive attitude.

Why MetaGedu Apprenticeships?

  •  The knowledge, skills and behaviours you need to succeed
  • Custom-designed apprenticeships
  • Use what you learn immediately in the workplace
  • Personal attention and support for all apprentices
  • Career development and mentoring programme