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| Job Location | London |
| Education | Not Mentioned |
| Salary | Salary negotiable |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Job Title: Consultant SupportJob Type: Fixed Term ContractLocation: LondonOpportunity Overview: An exciting opportunity has opened to join my client, a leading independent UK provider of actuarial consulting, pensions administration, investment advisory, employee benefits and wealth management services, as a Consultant Support.Role Objective: We are looking for an experienced and self-motivated individual to provide comprehensive support to the Consultants in our Croydon Office, managing client relationships, submitting new business, policy servicing and Client Reviews.Key Responsibilities:* Manage their administration workflow.* Receive and implement requests from Consultants and Paraplanners* Upload fact find information to the client management system (Intelliflo)* Obtain policy information and valuations, maintain on Intelliflo.* Managing and dealing with daily post as directed.* To process all new business and client correspondence* Check all compliance data is present.* Track applications to completion* Ensure any deadlines given by consultants/providers are met.* Maintain up to date client files.* Remuneration monitoring and correct payment and allocation to consultant* Establish and build relationships with clients and providers.* Assist consultants in pre-meeting preparation and annual reviews.* Register and utilise appropriate extranet/websites and other forms of e-business.* Cash Balance Monitoring* Operate within the compliance and corporate standards of the business.* Consistently implement and review processes* Undertake appropriate professional development and training.* Comply with the Financial Services and Markets Act 2000, the FSA Statements of Principle & Code of Practice, and the relevant FSA rules at all times.* Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm at all times.* Keep up to date with all relevant product, legislative or technical change.Requirements:* 1+ year experience in an IFA environment* Previous experience processing business * Computer literate (Word, Excel, PowerPoint, Outlook)* Interpersonal - team working and communicating with clients.* Proactive, willing to continue to develop, enthusiastic.* Highly organised, methodical, disciplined, and meticulous* Good organisational, time management skills and effective workload management.* Ability to prioritise and deal with pressure.Desirable* Knowledge of platform providers e.g., Standard Life Wrap, Aviva, Cofunds, Elevate* Knowledge of DFMs, e.g., Brewin Dolphin, Investec, Charles Stanley* Knowledge of Investment products e.g., DFMs, model portfolios, Structured notes, ISAs, EISs and VCTs* Knowledge of personal and group pensions, SIPPs and SSASs* Understanding of compliance processes and issuesDont hesitate and miss out on this opportunity! Apply now!