Careers

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At MoneyAdvisor people matter. We understand that the culture of a company is what gives it a unique personality, and it’s the MoneyAdvisor people who define our culture.

People work better when they are happy in their jobs and passionate about what they do. We understand how important your personal development is and that finding somewhere you actually want to work can be difficult.

At MoneyAdvisor we know that if we value our people and treat them with trust and respect they will look after our customers in the same way. We believe that is a guaranteed cycle of success.

IVA Drafter

Here at Money Advisor we believe in rewarding success and looking after our people. This is the heart of our ethos and we’ve created a brilliant career progression model that ensures a perfect work/life balance.

We have a great commission structure which will keep you motivated as well as receiving weekly, monthly and quarterly prizes to add to the sweetness of your success.

Job Purpose:

To ensure that a compliant consultation call is completed with all customers with an accurate and compliant IVA / Trust Deed proposal and supporting appendices produced to reflect the individual customer’s circumstances.

Scope of job

Activity :

  • To ensure that timely and accurate updates are provided on all cases and within agreed company standards.
  • To ensure the customer is central to all activities assessing the customer needs to provide an appropriate solution for the customer.
  • Proactively contacting customer’s to obtain missing information to ensure the case is progressed within agreed timescales.
  • To answer and respond to inbound telephone calls within agreed timescales to ensure a positive customer experience.
  • To always behave in a professional and effective manner when dealing with introducers, customers, creditors or 3rd parties to provide a high level of customer service.

 

Performance Management:

  • To complete a compliant consultation call with potential customer’s, collating and verifying information ensuring all scripted elements of the call are adhered to.
  • To successfully complete a review call with existing customers that require a variation meeting, collating and verifying information ensuring that we seek the most suitable outcome for the customer.
  • Preparation of IVA & Trust Deed proposals and appendices in-line with protocol and regulations, ensuring a ‘right first time’ approach is applied to all proposals drafted.
  • Ensure that DPA is completed with all customers prior to the purpose of the call being disclosed.
  • To ensure that all company guidelines are adhered to fully and all required procedures and processes are followed as set out by the business.

 

Required Competencies / Behaviours

  • Understands the importance of customer focus.
  • Passionate about delivering the needs of the customer and the needs of the business.
  • Ability to work effectively within a team.
  • Able to effectively communicate with both internal and external customers.
  • Wants to progress and develop themselves within their role.

 

Essential:

  • Excellent communication skills, both written and verbal.
  • High accuracy and attention to detail.
  • Ability to work to targets and strict deadlines.
  • Organised and able to prioritise own workload.
  • IT proficient (Word & Excel)
  • Positive and professional approach with the ability to motivate self and others.

 

Desirable:

  • Minimum 12 month’s experience in a drafting role, preferably Insolvency.
  • Knowledge around the supervisory processes of an IVA, and experience in drafting Variation meetings.

 

Salary

At Money Advisor, we believe in rewarding success and looking after our people. This is at the heart of our ethos thus we have created a great career progression model in order to have a perfect work/life balance:

  • A fantastic remuneration package with a great commission structure.

 

Apply Now

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Financial Solutions Advisor

Financial Solutions advisers provide clients with specialist advice on how to manage their money. The role involves evaluating the clients financial situation and recommending the most appropriate products and services available, ensuring clients are aware of and understand products that best meet their needs and then securing a sale.

Responsibilities

An FSA role typically involves providing specialist advice to a client struggling with their financial situation, these tasks include:

  • Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
  • Analysing information and preparing plans best suited to individual clients’ requirements
  • Assisting clients to make informed decisions
  • Reviewing and responding to clients changing needs and financial circumstances
  • Providing advice according FCA regulations such as DPA & Treating customers fairly policy
  • meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

 

Salary

At Money Advisor, we believe in rewarding success and looking after our people. This is at the heart of our ethos thus we have created a great career progression model in order to have a perfect work/life balance:

  • A fantastic remuneration package with a great commission structure.

 

Working Hours

Flexibility is extremely important in our industry, hence the reason why we have two shifts:

  • Mon-Fri 9am to 5.30pm
  • Mon-Fri 11am to 7.30pm

 

What to expect

We have big plans here at Money Advisor, and we’re looking for the right people to help us drive our business forward. If you have been looking for a company which offers great financial benefits, rewards success and has an amazing atmosphere, then this is the place for you.

 

Apply Now

Simply send your CV to careers@moneyadvisor.co.uk and we will give you a call to discuss your application further.

Apply Now

Allowed file types: pdf, docx, doc, odt, txt, otf


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