What Does An Immigration Consultant Do?

WHAT DOES AN IMMIGRATION CONSULTANT DO?

Published: Aug 12, 2025 - The Immigration Consultant manages legal documentation, client consultations, and full-cycle visa applications, including appeals and court submissions. This role involves knowledge of inheritance law, tax planning, and accurate completion of HMRC submissions. The consultant also supports business development, maintains case records, and creates content for communication channels.

A Review of Professional Skills and Functions for Immigration Consultant

1. Immigration Consultant Duties

Consultative Coordination: Taking a consultative approach, coordinate delivery of immigration services to clients, relocating employees and family members, including general communication and liaison
Document Preparation: Collect and review documents received and prepare paperwork for immigration application submission
Client Advisory: Handle enquiries from corporate clients on the latest rules and regulations and the status of individual cases
System Updating: Update the company computer system promptly and accurately as per KPI requirements related to immigration services
Report Generation: Prepare and provide weekly, monthly, and quarterly reports on operational activities
Application Processing: Monitor and process renewal applications
Invoice Management: Ensure timely invoicing and collection, coordinating with the accounting team
Sales Achievement: Meeting personal sales target
Query Response: Respond to prospects’ queries professionally and promptly
Appointment Setting: Call to secure appointments and conduct presentations to interested prospects
Client Engagement: Liaise and build a strong rapport with new clients
Contract Negotiation: Prepare and negotiate client contracts
Expectation Management: Manage own clients’ expectations, complaints, and sales issues
Performance Reporting: Report to General Manager or Managing Director

2. Immigration Consultant Details

Caseload Management: Manage caseload to ensure follow-up with clients, monitor document expiry dates and provide timely and accurate reports
Policy Knowledge: Gain knowledge of the specific clients’ policies, processes and service requirements
Relationship Building: Develop, maintain and build working relationships with transferring employees and their employers
Immigration Advisory: Research and advise clients regarding a variety of immigration applications
Data Preparation: Gather data and prepare basic advice to clients on global matters
Network Liaison: Liaise with global immigration networks to gather information required to respond to clients’ needs
Application Completion: Complete immigration application forms and covering emails/letters for manager review and submission to the government
Visa Processing: Complete visa application forms for submission to the appropriate government body
Lead Handling: Handle inbound leads via telephone and email
Database Management: Manage the database and create pipelines
Inquiry Response: Respond to inquiries using proper guidelines and business templates
Option Advisory: Advise clients about the overseas options based on their profile and eligibility criteria
Policy Compliance: Provide accurate information based on the current immigration and visa policies
Client Relations: Develop and maintain good relationships with clients and colleagues
Prospect Follow-up: Follow up with the prospects and the leads shared by the company

3. Immigration Consultant Responsibilities

Immigration Expertise: Serve as an immigration specialist/resource to the client population on-site for all immigration matters
Policy Communication: Inform the foreign national employee population and business stakeholders of the scope of the company’s immigration policies and required protocols
Data Reporting: Engage in extensive Excel-based reporting, synthesizing Fragomen and company data, which is used by stakeholders to make sponsorship decisions
Project Support: Assist the global mobility team with project planning and implementation for annual immigration-related initiatives
Stakeholder Liaison: Liaise with business stakeholders to obtain information for large-scale immigration impact assessments to be completed by Fragomen attorneys
Case Facilitation: Facilitate completion of immigration case submissions by obtaining signatures, missing information, etc., from the client
Material Preparation: Create, edit, print and distribute materials
Information Management: Maintain client contact information and prepare custom reports
Process Knowledge: Build knowledge of the Firm and client processes

4. Immigration Consultant Job Summary

Client Consultation: Provide professional consultation to clients and manage clients’ expectations
Plan Promotion: Promote excellent immigration plans and investment opportunities
Network Development: Actively explore and develop potential clients’ networks and close deals with new or existing clients
Call Handling: Handle calls to achieve sales targets and secure appointments for the week
Event Participation: Attend sales events to drive sales by developing and maintaining relationships with potential clients
Relationship Management: Build long-term relationships with clients and gain repeat business, and communicate with clients consistently
Presentation Delivery: Professionally prepare and conduct presentations
Case Assistance: Handle cases and assist in application submission
Performance Reporting: Prepare weekly reports for performance tracking
Invoice Processing: Process immigration-related invoices and visa-related reimbursements
Project Assistance: Assist in any other projects as assigned by Management

5. Immigration Consultant Accountabilities

Customer Service: Provides the highest level of service to customers
Service Information: Provides detailed information on available services that align with requirements, assisting the customer in making informed decisions
Needs Analysis: Analyzes customer requests and makes recommendations based on specific travel needs, ensuring realistic expectations that promote a dedicated customer base
Process Ownership: Takes ownership of the process from start to finish and proactively communicates with customers
Issue Resolution: Resolves issues, adapts communication methods to align with customer needs
Cross Collaboration: Works collaboratively across departments to instill customer confidence and build loyalty
Customer Engagement: Proactively engages with customers, providing updates, following up, and informing them of any status changes
Product Awareness: Stays abreast of all product/service enhancements, system updates, and changes to requirements
Policy Research: Research government and consular websites to stay abreast of policy changes and requirements and communicate this with the Executive Services team
Performance Standards: Maintain performance standards to ensure quality service and optimal performance
Document Knowledge: Understands travel document requirements
Resource Utilization: Utilizes tools and resources to ensure efficient and timely processing
Quality Control: Promotes best practices and quality control, follows policies and procedures and upholds standards of work to ensure compliance
Sales Retention: Provides excellent customer service and uses sales techniques to retain customers

6. Immigration Consultant Functions

Product Education: Educates customers about added-value products that may benefit them
Business Collaboration: Work closely with other areas across the business to support ongoing improvements
Strategic Input: Provide input into strategic and tactical plans that enhance, expand, and improve overall customer service and the quality of CIBTVisas’s offering
Duty Fulfillment: Undertake all other reasonable duties as requested by the Team Lead, Manager, or Director
Safety Compliance: Ensure the Health and Safety policy is understood and correctly implemented within the team
Professional Conduct: Work with professionalism, honesty, and integrity, maintaining confidentiality
Customer Focus: Effectively meeting customer needs, building productive customer relationships, and taking responsibility for customer satisfaction and loyalty
Action Initiation: Deciding and initiating action
Pressure Management: Coping with pressures and setbacks
Value Adherence: Adhering to principles and values
Priority Setting: Identifies more critical and less critical activities and assignments

7. Immigration Consultant Job Description

Immigration Services: Responsible for providing immigration services to a range of clients across primarily, but not exclusively, Dutch clients
Performance Review: Weekly reviews will be provided by Senior Consultants, with Managers overseeing long-term performance and training
Counseling Guidance: Work as an Immigration Counselor to guide and create a path for aspiring candidates migrating to international locations like Canada, Australia, etc., on a PR Visa or Work Permit
Service Oversight: Oversee all aspects of the Visa and Immigration Service, ensuring that the process runs smoothly
Client Interviewing: Interview all clients and deal with all applications face to face and by post to ensure that the client is suitable
Document Oversight: Oversee the completion of all relevant visa and immigration documents and ensure that they are received within the time limit set by the government
Information Verification: Ensure that all of the information provided by the client is accurate and correct, preparing and checking all legal documents
Quote Preparation: Prepare all fee quotes and any information required by clients, colleagues, or authorities
Relationship Management: Maintain strong working relationships with all clients and colleagues
Visa Assistance: Help the client to obtain Visas, Green Cards, and other documentation

8. Immigration Consultant Overview

Client Consultation: Conducting initial and follow-up consultations, and advising clients on their application requirements, processes, and the relevant laws applicable to their specific situations
Retention Management: Managing the initial steps of the client retention process
Script Following: Following developed sales scripts
Letter Preparation: Preparing engagement letters for client signatures
Billing Oversight: Overseeing the billing process
Information Collection: Collecting case-specific information and documentation from the clients
Record Keeping: Keeping detailed notes of the consultation findings and pathways recommended
Eligibility Assessment: Reviewing and assessing documentation to determine applicants’ eligibility and identify any deficiencies
Law Updates: Proactively keeping up to date with changes to immigration laws, regulations, policies/procedures, and application processing times
Response Management: Ensuring all emails and voicemails are responded to within 24-48 hours
Expectation Setting: Setting client expectations in support of the smooth transition of client files to their designated legal teams
System Utilization: Utilizing legal case management tracking systems (Clio, Salesforce)
Standards Compliance: Upholding ethical standards and compliance standards

9. Immigration Consultant Details and Accountabilities

Project Promotion: Responsible for the promotion and sales of immigration projects
Client Evaluation: Evaluate and consult clients with immigration intentions
Plan Design: Combine the project backgrounds of different countries to design optimal immigration plans for clients and immigration agencies
Appointment Handling: Make appointments and answer for high-end clients and immigration agencies
Inquiry Response: Answer questions about overseas immigration according to the different needs of different clients and immigration agencies
Service Follow-up: With professional knowledge and skills, follow-up service to clients and immigration agencies to ensure the smooth progress of the client's future copywriting work
Application Tracking: Track the progress of the application and timely communicate the relevant information in the immigration process to the clients and immigration agencies
Market Promotion: Cooperate with and participate in the planning and promotion of market propaganda, and provide marketing promotion plans and opinions in combination with the promotion effect
Report Preparation: Complete the business feasibility report and market quantitative analysis report
Immigration Advice: Provide accurate, concise immigration advice to foreign national Associates, client managers, and other stakeholders
Visa Determination: Determine the appropriate visa for travel to Australia for foreign Associates
Occupation Assessment: Determine the occupation to be nominated based on the position description of the role to be undertaken
Application Review: Assist with the review of visa applications before submission to the immigration service provider/immigration authorities
Compliance Coordination: Work with the Head of Visa and Immigration Compliance to ensure compliance with business sponsorship obligations

10. Immigration Consultant Tasks

Document Drafting: Draft letters of representation, covering letters, and other supporting documents to the Home Office, Courts, and other third parties
Client Interviewing: Meet with clients to take their detailed instructions
Immigration Advisory: Advise clients about the qualifying criteria, relevant immigration requirements, supporting documents, and other aspects of the application process, depending on the visa category, under minimal supervision
Process Support: Support the full cycle of the visa application process
Appeal Preparation: Prepare appeal applications, grounds of appeal, and witness statements for court hearings with minimal supervision
Rule Monitoring: Keep up-to-date with the Immigration Rules and Policy Changes
Will Drafting: Draft, review, and amend Wills
Inheritance Advisory: Provide general advice on inheritance law and tax planning
Liability Calculation: Calculate estate liabilities for inheritance tax and complete all relevant submission forms to HMRC
Target Delivery: Deliver individual fee targets
Record Management: Maintain accurate and up-to-date physical and electronic files and detailed case notes, and enter data promptly
Content Creation: Write and edit blog posts for various social media channels
Business Development: Assist in business development and marketing initiatives for the Immigration and Private Client departments