Job Roles

Case Officer IVA Client Support

The IVA Case Officer holds a position within the IVA department reviewing clients' finances on a regular basis, making sure best service is given at all times and ensuring relationships are built and maintained with our clients.

Learn more about being a Case Officer(IVA Client Support)


Personal Finance Manager

As a Personal Finance Manager you will look after your clients' individual financial needs using all the tools Payplan has to help them minimise their outgoings, maximise their protection and administer their DMP arrangement successfully.

Learn more about being a Personal Finance Manager


Case Officer DMP

The DMP Case Officer will hold a position within the DMP department reviewing clients' finances on a regular basis, making sure the best advice is given at all times and ensuring relationships are built and maintained with our clients.

Learn more about being a Case Officer DMP.


Assessor

The Assessor, from within the Client Assistance department, speaks with clients to assess each client's financial circumstances. Once the client's financial situation has been assessed, this will be analysed to determine the appropriate way forward for the client.

Learn more about being an Assessor.