Location
Weybridge
Application Deadline
Thursday, February 6, 2025
Job Summary
About us : Foster Denovo currently boast over 120 Financial Advisers supported by around 250 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees. Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with. When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike. Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice. Purpose of the job: To help to deliver Foster Denovo’s Private Wealth Proposition by delivering a first class support service to Private Wealth Partners and their clients. This allows our Partners to focus on the client relationship and developing relationships with new clients. Job summary and Responsibilities: Working alongside a CEE to provide high quality admin support for Partners and their clients. Reporting directly to one of the Client Experience Team Leaders A key part of this role is organisation and management of workload, including but not limited to: data entry, requesting and chasing client & policy information, leading to Partners being able to provide recommendations to new & existing client’s and manage their existing Investments, Pension & Protection policies. To follow Foster Denovo processes to deliver what clients perceive to be a personalised and high quality service. To have a good understanding of the workflow and be able to deliver and report against the various tasks, ensuring that all internal interested parties can easily review the current status of each client. Collate all documentation and ensure that new business is submitted for internal compliance approval and quality grading Provide general day to day support to the Client Experience Team Leader (Private Wealth Admin) and all relevant Partners / CEE’s Prepare personalised client packs for Partners prior to client meetings. Obtain information from providers on clients existing financial arrangements Input all client information into the back office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure that the client file is compliant. Be responsible for scanning and archiving client files To undertake any other duties commensurate with your grade, skills and experience Key skills and personal attributes: Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure. Confident having challenging conversations with Partners if necessary. An articulate communicator. Outstanding telephone manner with the ability to build rapport quickly. Honesty, integrity and ability to maintain confidentiality. Hard working and responsive to the need to deliver a high quality support service. Attention to detail and high standards of work. Team player but must be able to work independently and use own initiative. What we offer you: Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients. Our benefits package includes: 25 days holiday (increasing by an additional day per annum up to 30 days) Discretionary bonus Foster Denovo will match your personal pension contribution up to a maximum of 7.5% Life assurance of up to 4 x your salary; Income protection of 75% of your basic salary in the event of long term sickness Employees can use our financial advisers within the company for any financial advice or knowledge Interest free season tickets loans, eye care and childcare vouchers. Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
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Weybridge
Application Deadline
Thursday, February 6, 2025
Job Summary
About us : Foster Denovo currently boast over 120 Financial Advisers supported by around 250 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees. Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with. When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike. Foster Denovo are also proud to hold the platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice. Purpose of the job: To help to deliver Foster Denovo’s Private Wealth Proposition by delivering a first class support service to Private Wealth Partners and their clients. This allows our Partners to focus on the client relationship and developing relationships with new clients. Job summary and Responsibilities: Working alongside a CEE to provide high quality admin support for Partners and their clients. Reporting directly to one of the Client Experience Team Leaders A key part of this role is organisation and management of workload, including but not limited to: data entry, requesting and chasing client & policy information, leading to Partners being able to provide recommendations to new & existing client’s and manage their existing Investments, Pension & Protection policies. To follow Foster Denovo processes to deliver what clients perceive to be a personalised and high quality service. To have a good understanding of the workflow and be able to deliver and report against the various tasks, ensuring that all internal interested parties can easily review the current status of each client. Collate all documentation and ensure that new business is submitted for internal compliance approval and quality grading Provide general day to day support to the Client Experience Team Leader (Private Wealth Admin) and all relevant Partners / CEE’s Prepare personalised client packs for Partners prior to client meetings. Obtain information from providers on clients existing financial arrangements Input all client information into the back office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure that the client file is compliant. Be responsible for scanning and archiving client files To undertake any other duties commensurate with your grade, skills and experience Key skills and personal attributes: Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure. Confident having challenging conversations with Partners if necessary. An articulate communicator. Outstanding telephone manner with the ability to build rapport quickly. Honesty, integrity and ability to maintain confidentiality. Hard working and responsive to the need to deliver a high quality support service. Attention to detail and high standards of work. Team player but must be able to work independently and use own initiative. What we offer you: Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients. Our benefits package includes: 25 days holiday (increasing by an additional day per annum up to 30 days) Discretionary bonus Foster Denovo will match your personal pension contribution up to a maximum of 7.5% Life assurance of up to 4 x your salary; Income protection of 75% of your basic salary in the event of long term sickness Employees can use our financial advisers within the company for any financial advice or knowledge Interest free season tickets loans, eye care and childcare vouchers. Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
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