Ellis Bates Financial Advisers (now Shackleton) · 1 day ago
Business Support Consultant
Richmond, VA
Full-time
Onsite
New Grad, Entry LevelEllis Bates Financial Advisers (now Shackleton) is seeking a Business Support Consultant to provide high-quality administration and operational support within the Financial Services team. The role involves ensuring accurate and efficient processes within the client journey while supporting colleagues and advisers to deliver exceptional service to clients.
AccountingFinancial ServicesProfessional ServicesRetirement
Responsibilities
Process new business submissions from end to end, ensuring accuracy, timely completion, and compliance with internal procedures and FCA requirements
Generate and issue invoices where required
Prepare annual review packs and portfolio reports using Intelliflo Office, ensuring all client plan, valuation, and investment data is correct and up to date
Draft, issue, and track letters of authority; liaise with providers to obtain product and policy information
Maintain accurate client records, tasks, and workflows within Intelliflo Office and across all relevant platforms
Carry out a variety of back-office administrative tasks according to defined business processes
Open, scan, and distribute incoming post; manage outgoing correspondence
Ensure documentation and files are accurately stored in line with GDPR and data security requirements
Support Consultants and Advisers with day‑to‑day administrative queries and operational tasks
Identify inefficiencies and propose improvements to enhance service delivery and workflow effectiveness
Collaborate with colleagues to ensure smooth daily operations and adequate coverage across the team
Assist with internal projects, audits, or compliance tasks as directed
Contribute positively to a supportive, high‑performing team environment
Qualification
Required
Provide high‑quality administration and operational support within the Financial Services team, ensuring all processes within the client journey are delivered accurately, efficiently and in line with regulatory requirements
Support colleagues and advisers to ensure exceptional service is consistently delivered to new and existing clients
Process new business submissions from end to end, ensuring accuracy, timely completion, and compliance with internal procedures and FCA requirements
Generate and issue invoices where required
Prepare annual review packs and portfolio reports using Intelliflo Office, ensuring all client plan, valuation, and investment data is correct and up to date
Draft, issue, and track letters of authority; liaise with providers to obtain product and policy information
Maintain accurate client records, tasks, and workflows within Intelliflo Office and across all relevant platforms
Carry out a variety of back-office administrative tasks according to defined business processes
Open, scan, and distribute incoming post; manage outgoing correspondence
Ensure documentation and files are accurately stored in line with GDPR and data security requirements
Support Consultants and Advisers with day‑to‑day administrative queries and operational tasks
Identify inefficiencies and propose improvements to enhance service delivery and workflow effectiveness
Collaborate with colleagues to ensure smooth daily operations and adequate coverage across the team
Assist with internal projects, audits, or compliance tasks as directed
Contribute positively to a supportive, high‑performing team environment
Exceptional accuracy and attention to detail
Strong organisational and time‑management skills, with the ability to prioritise multiple deadlines
Clear, confident, and professional communication skills—both written and verbal
Ability to follow defined business processes and work methodically
Proactive, helpful, and positive approach to supporting colleagues and clients
Willingness to learn, develop new skills, and adapt to business and regulatory changes
Demonstrates good judgement, problem‑solving ability, and a solution‑focused mindset
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Confident in learning new systems and software quickly
Professional and client‑focused, with a commitment to delivering exceptional service
Strong interpersonal skills, able to build constructive working relationships with colleagues, advisers, and clients
Dependable team player—collaborative, supportive, and adaptable
Flexible, with a continuous‑improvement mindset and willingness to contribute to enhanced processes and service delivery
Preferred
Previous administration experience within financial services or another regulated environment (desirable)
Understanding of office procedures, administrative systems, and business workflows
Knowledge of data protection, confidentiality principles, and FCA expectations regarding client information
Experience using financial services back‑office systems (e.g., Intelliflo Office) (desirable)
Desirable experience with financial planning and industry‑specific software, including: Dynamic Planner, Wealth platforms, Intelligent Office (CRM), Cashflow planning tools, Genovo or similar suitability/letter‑writing systems, Use of AI‑supported tools or systems
Company
Ellis Bates Financial Advisers (now Shackleton)
We put you, and what you want your money to achieve, at the very heart of everything we do.
Founded in 1980
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-09-17Acquired
Company data provided by crunchbase