Who does what in an adviser and admin workflow

Clear responsibilities make a handover easier to review. An adviser may understand the legal context, a sponsor administrator may control the underlying request and a delivery operator may dispatch an approved message.

This is general administrative information, not advice about an individual's immigration circumstances.

Keep the advice boundary explicit

The IAA practice note, printed page 11 distinguishes employer CoS allocation administration from advice or representation on individual matters. This supports a narrow administrative boundary. It is not blanket permission for every sponsor-related task or regulatory approval of Dawnpost.

Our proposed scope excludes individual immigration advice, CoS assignment and visa representation. The firm retains advice and case decisions; questions beyond the administrative remit go back to the appropriately regulated professional.

The adviser and sponsor

The adviser confirms the agreed request and approves its content within the firm's authority. The sponsor owns the underlying business facts and access permissions. Together they identify who confirms eligibility, who approves changes and who can cancel the work.

The sponsor or adviser confirms the relevant SMS submission and current status. The dispatcher does not infer those facts from an old email. If a change affects the instructions, the handover pauses.

The administrative delivery operator

The operator checks the approved package against the handover record, performs the authorised dispatch and preserves distinct local and provider events. They monitor according to the agreed cover and escalate exceptions. They do not invent eligibility or interpret a legal decision.

A changed form, ambiguous authority, conflicting sender or uncertain prior-send result requires a pause. The next action should have a named owner; “someone will check” is not a complete control.

The response and payment owner

Agree who reviews official responses, confirms that payment instructions match the request and ensures the customer receives them promptly. Payment instructions must never be held back while our invoice is outstanding. The customer pays the government directly.

Use the current Home Office guidance for the official process. Internal delegation does not extend official deadlines. Name cover for absences and any time-sensitive payment handling.

A fictional handover

Northbank Advisers approves package NB-204. Its sponsor contact confirms the A-rated, fully active licensed sponsor and submitted allocation request. The operator records the authorised dispatch. A named case owner reviews any official response and payment instructions.

If the payment details do not match, the owner investigates; the operator does not improvise a replacement link. If the request changes, sending stops until the revised scope and authority are clear.

The proposed pilot covers one agreed request for up to ten working days, stopping earlier on acceptance, cancellation or relevant change. This is a scope limit, not a guarantee of acceptance.

Check pilot availability, or explore the fictional demo. The demo sends no request and collects no information.

For the proposed division of responsibilities, approval process and partner fee, read Dawnpost for immigration advisers.