MoneyPlus
IVA Drafter
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Help customers understand their options and take control of their finances
When someone is dealing with debt, clear information and an accurate picture of their finances help them decide what to do next.
As an IVA Drafter in our Insolvency Pre-Appointment Team, you’ll review customers’ financial circumstances, explain available debt solutions and prepare Individual Voluntary Arrangement (IVA) Proposals where an IVA is considered suitable.
You’ll work with customers and colleagues to verify information and resolve queries. You’ll help customers make informed decisions about their financial future and take positive steps towards becoming debt free.
What you’ll be doing
Your work will include:
- Review bank statements, payslips and benefit information to verify customers’ income, expenditure, debts and assets.
- Check that income and expenditure are accurate, reasonable and supported by evidence, investigating discrepancies, unusual transactions and missing information.
- Conduct SIP 3.1 calls, explaining available debt solutions and their advantages, disadvantages and implications so customers can make informed decisions.
- Identify and escalate potential customer vulnerabilities, affordability concerns or other matters needing further consideration.
- Liaise with customers and internal teams to obtain additional information, resolve queries and progress cases efficiently.
- Prepare accurate IVA Proposals and Statements of Affairs that reflect each customer’s individual financial circumstances.
- Maintain complete case records and progress work within agreed service level agreements (SLAs), following company procedures and relevant insolvency requirements.
- You’ll manage and prioritise your own caseload, working closely with Technical Reviewers and the Insolvency Practitioner to meet quality and compliance standards.
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What we’re looking for
We would like to hear from you if you can demonstrate:
- Experience working in financial services.
- Strong analytical, numerical and problem-solving skills, including the ability to interpret financial documents and identify information that needs further investigation.
- Excellent attention to detail and a commitment to accurate financial information and documentation.
- Clear, professional written and verbal communication with customers and colleagues.
- Good organisation and time management, with the ability to prioritise work and meet agreed deadlines.
- The ability to follow processes, question information and use initiative to escalate concerns appropriately.
- Confidence using Microsoft Office and learning specialist case management systems, with a willingness to develop your knowledge of insolvency processes.
- Experience in debt management or insolvency, particularly IVA drafting, would be an advantage.
What’s in it for you?
We believe our people are our greatest asset. We want our MoneyPlus People to have a positive experience from their first interaction with us and throughout their career. Here are some of the reasons to join our team:
- Family friendly – Healthy work-life balance matters to us. Enjoy 25 days’ annual leave plus bank holidays, with the option to purchase up to five additional days and carry over up to five days into the following year.
- Discounts – Access deals and discounts through Employee Benefits Platform.
- Social – Get to know colleagues over a catch-up in our café, a team trip out or one of our free annual events.
- Wellbeing – A free cashback healthcare plan, access to our on-site gyms, discounted gym and fitness deals, and a Cycle to Work scheme.
- Training – Professional training opportunities to support your development and help you build your career with us.
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Visit our website to find out more about our company culture: MoneyPlus careers
Why join MoneyPlus?
We provide First Aid for Finances, helping people move from crisis to control.
Our debt advice and solutions combine digital convenience with human care, supporting customers through some of the most challenging financial circumstances they may face.
This role combines detailed financial work with customer conversations, giving you a direct part in the quality of each proposal and the customer’s understanding of their options. Our values guide that work:
- We’re Always Ready: Prepare thoroughly and keep cases moving.
- We Raise the Bar: Check evidence carefully and resolve discrepancies.
- We Work as One: Share clear information with customers and colleagues.
- We Treat People Right: Listen, explain options clearly and recognise when someone needs extra support.
If you enjoy working through financial information and helping people make informed decisions, we’d like to hear from you.
You do not need to meet every desirable criterion to apply. MoneyPlus is committed to an inclusive recruitment process, and reasonable adjustments are available at any stage.
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