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For Companies At a Glance
- Tasks: Support consultants by managing client relationships and processing new business.
- Company: Isio, a forward-thinking pensions advisory firm with a people-first approach.
- Benefits: Flexible working, paid volunteering days, and support for professional development.
- Why this job: Join a dynamic team and make a real impact in the pensions industry.
- Qualifications: 1+ year experience in an IFA environment and strong organisational skills.
- Other info: Opportunity for career growth in a supportive and inclusive environment.
The predicted salary is between 36000 - 60000 £ per year.
About Us
Isio was ‘born’ in , and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. We provide companies, trustees, and individuals with the highest levels of expertise across our core pensions business, which includes Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits and Wealth Planning.
Our heritage gives us a unique edge. Decades of experience, combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions for our clients and society. Our relentless focus for better means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out.
And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE , with over boards of trustees, and across all sectors.
Isio are committed to delivering better opportunities for our people and our clients. Since launching, we have acquired Premier Pensions Management Ltd. to extend our service offering to new and existing clients. This year, we acquired Deloitte Total Rewards & Benefits Ltd., positioning Isio as one of the largest pensions advisory businesses in the UK.
We are a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days.
We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones. We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you. Isio Group are an equal opportunities employer and we welcome applications from all suitably qualified candidates.
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. This is a fixed term contract for 12 months.
Role and 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.
- 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 , 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 changes
Experience and Competencies Required
- 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
Consultant Support in Croydon employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Consultant Support in Croydon
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or at industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Consultant Support role.
✨Tip Number 2
Prepare for those interviews by researching Isio and their approach to pensions and benefits. Show us you’re not just another candidate; demonstrate your understanding of our values and how you can contribute to our mission.
✨Tip Number 3
Practice makes perfect! Get a friend to do mock interviews with you. This will help you articulate your experience in an IFA environment and showcase your organisational skills under pressure.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Consultant Support in Croydon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Consultant Support role. Highlight relevant experience in an IFA environment and any specific skills that match the job description. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining Isio and how you can contribute to our mission. Keep it concise but impactful – we love a good story!
Showcase Your Skills: Don’t forget to showcase your organisational and time management skills in your application. We’re looking for someone who can handle pressure and manage workloads effectively, so give us examples of how you’ve done this before.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at Isio
✨Know Your Stuff
Before the interview, make sure you understand Isio's core services and values. Familiarise yourself with their approach to pensions and investment advice. This will help you demonstrate your genuine interest in the company and how your skills align with their mission.
✨Showcase Your Experience
Be ready to discuss your previous experience in an IFA environment. Prepare specific examples of how you've managed client relationships or processed business. Highlight your organisational skills and how you've successfully handled pressure in past roles.
✨Ask Smart Questions
Prepare thoughtful questions about the role and the company culture. Inquire about how Isio supports professional development and what a typical day looks like for someone in Consultant Support. This shows you're engaged and serious about the opportunity.
✨Demonstrate Team Spirit
Isio values collaboration, so be prepared to discuss how you've worked effectively in teams. Share examples of how you've communicated with clients and colleagues, and how you’ve contributed to a positive team environment. This will highlight your interpersonal skills and fit within their People First ethos.
