IVA Pre-Assessment in Manchester

We provide First Aid for Finances, helping people move from crisis to control. Our debt advice and solutions are clear, personal, and built around lasting outcomes, combining digital convenience with human care. We're a Manchester-based business with a national reach, on a path to become the UK's most trusted digital-first debt advice provider. Our culture is built on trust and respect. When our people feel valued, they pass that on to our customers.

The IVA Pre-Assessment role is responsible for assessing customers who have expressed an interest in an IVA, either through New Business or the digital platform. The role will gather and review the required information and documentation, complete the customer’s Income & Expenditure assessment, and ensure the case is accurate, complete and ready for the Drafter to progress and complete the SIP call.

What’s in it for you? We believe our people truly are our greatest asset, that’s why we make sure our MoneyPlus People have the best experience, right from our first interaction all the way through their career with us. Here are a few of the best reasons to join the MoneyPlus team:

• Family Friendly: Having a healthy work life balance is important to us. We offer a minimum of 25 days holiday allowance per year.
• Social: We value the relationships our employees have with one another, encouraging them to come together.
• Doing our bit: We show support in every way we can to our clients, people, and company charity.
• Wellbeing: We provide a free cashback healthcare plan, as well as discounted gym and fitness deals.
• Training: We want our people to be the best. We care about your development, which is why we provide professional training opportunities.

What do we need you to do?

• Gather, review and verify customer information and supporting documentation required to assess suitability for an IVA.
• Complete accurate and thorough Income & Expenditure assessments, ensuring all income, expenditure and financial information is appropriately evidenced and consistent.
• Identify and resolve any discrepancies, missing information or issues within the case prior to passing it to the IVA Drafting team.
• Liaise with New Business, IVA Drafting and other relevant teams to obtain and verify all required information and documentation.
• Ensure cases are fully prepared and meet the required standards before progressing to the drafting stage and SIP call.
• Maintain accuracy and quality while working to deadlines and service level expectations.
• Maintain compliance with the Data Protection Act and GDPR standards, ensuring all company procedures are followed.

What skills and experience do we need you to have?

• Strong attention to detail with a high level of accuracy.
• Experience working within financial services, preferably within insolvency or debt management.
• Ability to work effectively with others and collaborate across teams and stakeholders.
• Excellent written and verbal communication skills.
• Well organised, with the ability to prioritise and manage own workload effectively.

How will you bring our values to life? How you work is equally as important to us as what you know, and our values are a big part of that. Our four values help us to create a high-performing culture, consider our customers in everything we do, and foster a collaborative and supportive working environment.

• Technical Knowledge: Good understanding of IVA processes, customer financial assessments and relevant regulatory requirements.
• Attention to Detail: Demonstrates a high level of accuracy when gathering, reviewing and assessing customer information and documentation.
• Continuous Learning: Keeps knowledge up to date with changes to insolvency legislation, regulation and internal processes.

We Raise the Bar

• Quality Focus: Maintains high standards of accuracy and compliance throughout the pre-assessment process.
• Accountability: Takes ownership of cases and ensures work is completed accurately.
• Collaboration: Works effectively with colleagues, clients, and stakeholders to achieve shared goals.
• Communication: Communicates clearly and professionally, both written and verbal.

We Work as One

• Collaboration: Works effectively with New Business, Drafting and other teams to ensure cases progress smoothly.
• Communication: Communicates clearly and professionally with customers and colleagues, both verbally and in writing.

We Treat People Right

• Customer Focus: Supports positive customer outcomes by ensuring financial circumstances are assessed accurately, fairly and efficiently.
• Integrity: Demonstrates professionalism and ethical standards when handling sensitive customer information.
• Supportive Approach: Shares knowledge and supports colleagues to achieve consistent quality and effective case progression.

Are you ready to join us? At MoneyPlus we want to create a work environment that inspires you to excel. Through our combination of support, working as a team and our ambition to be better, we want to help you achieve and create a future with us.