Role Overview: Consultant Support
We are seeking a dedicated and detail-oriented individual to join our team as a Consultant Support. This role is essential to our operations and offers a clear pathway to advancement, with the opportunity to step into the Senior Consultant Support position. You’ll gain valuable experience working closely with senior team members, contributing to a variety of tasks such as protection submissions, research, quotes, applications, and managing service level agreements (SLAs).
Key Responsibilities:
- Maintain and update client management systems to ensure accurate records.
- Handle the Letter of Authority process for client engagements.
- Follow up on provider information and client queries to ensure timely resolutions.
- Produce detailed portfolio reports for clients.
- Manage incoming and outgoing post efficiently.
- Process basic transactions such as withdrawals.
- Perform general admin tasks and prepare client packs for meetings and reviews.
- Facilitate communication between clients and the company.
- Draft review letters for clients.
- Provide audio typing support, accurately transcribing recorded materials.
- Assist consultants and the wider support team with additional admin duties.
- Manage the pipeline of ongoing projects and tasks.
- Prepare and send appointment confirmation letters.
- Complete and submit Business Submissions.
Key Skills and Attributes:
- Strong organizational skills with great attention to detail.
- Excellent communication and interpersonal skills.
- Proficient in using client management software and systems, ideally Intelligent Office.
- Ability to manage multiple tasks and prioritize effectively.
- A proactive approach to solving problems and delivering excellent client service.
- Industry experience essential.
Opportunities for Growth: This role not only plays a critical part in supporting the consultancy team but also serves as a stepping stone to a Senior Consultant Support position. You’ll gain firsthand experience in more advanced responsibilities, preparing you for future career development within the company.
Please send your CV to [email protected]