Location
London
Application Deadline
Friday, January 3, 2025
Job Summary About us: Foster Denovo currently boasts 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 is 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 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: Manage relationships with Partners and become their first point of contact on any queries. Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers. Obtain regular updates from the providers until the plan is in force or the investment has been made, keeping the client and Partner updated. Input any electronic application forms as required. Liaise with Partners and Paraplanners to ensure that we are able to deliver against a client’s expectations and highlight any concerns or potential issues. Provide regular updates to the Partner and clients to ensure that the clients are kept fully updated and value the service they receive from Foster Denovo. Provide general day-to-day support to the Client Experience Team Leader (Private Wealth Admin) and all relevant Partners. Prepare personalised client packs for Partners prior to client meetings. Collate all documentation and ensure that new business is submitted for internal compliance approval and quality grading. 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. Upload the necessary documentation into the back office system and scan other documents as required. 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. Hardworking and responsive to the need to deliver a high-quality support service. Attention to detail and high standards of work. 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) 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 ticket loans, eye care, and childcare vouchers. Shopping discounts benefits portal (discounts on holiday, gym, and high street retailers)
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London
Application Deadline
Friday, January 3, 2025
Job Summary About us: Foster Denovo currently boasts 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 is 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 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: Manage relationships with Partners and become their first point of contact on any queries. Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers. Obtain regular updates from the providers until the plan is in force or the investment has been made, keeping the client and Partner updated. Input any electronic application forms as required. Liaise with Partners and Paraplanners to ensure that we are able to deliver against a client’s expectations and highlight any concerns or potential issues. Provide regular updates to the Partner and clients to ensure that the clients are kept fully updated and value the service they receive from Foster Denovo. Provide general day-to-day support to the Client Experience Team Leader (Private Wealth Admin) and all relevant Partners. Prepare personalised client packs for Partners prior to client meetings. Collate all documentation and ensure that new business is submitted for internal compliance approval and quality grading. 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. Upload the necessary documentation into the back office system and scan other documents as required. 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. Hardworking and responsive to the need to deliver a high-quality support service. Attention to detail and high standards of work. 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) 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 ticket loans, eye care, and childcare vouchers. Shopping discounts benefits portal (discounts on holiday, gym, and high street retailers)
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