Location
London
Application Deadline
Sunday, January 12, 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. 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 gold investors in people accreditation, which shows a clear commitment to the people who make us an employer of choice. Purpose of the Job: Reporting directly to our Business Operations Manager and working in support of one or more of our self-employed Partners, the role holder will be responsible for the day-to-day management of the Partners' practice. The role is part of our Client Experience Team and will involve managing and coaching one other senior team member, as well as providing coaching and support to at least one more junior member of the team. A key part of the role is to work with the Partner to not only deliver the service proposition for their clients but also to help the Partner deliver against their targets. This is a client-focused role involving regular contact with clients by email, phone calls, and face-to-face meetings. Responsibilities: Manage at least one senior member of the admin team, conducting regular appraisals, monitoring performance and development areas, and ensuring the effective and efficient running of the team and practice. Oversee revenue for Partners, ensuring fees are paid and collected when due, and working closely with the team to proactively push through open cases. Interface with the Client Experience Team, Paraplanners, and Clearview Operations Team to ensure effective delivery of the Foster Denovo Private Client Experience. Work alongside other practice managers and team leaders to review processes to enhance the client experience and identify efficiencies within the business. Address any issues raised in a prompt, polite, and professional manner. Identify client or business opportunities. Assist in the delivery of marketing projects, including large-scale events if necessary. Design and produce client and internal marketing collateral to brand guidelines. Manage practice MI, including business submitted, files completed compliantly, cases issued, and clients signed to Quantum/Select tracking trail payments when due. Key Skills and Personal Attributes: A positive, friendly service-oriented person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice. Comfortable with having challenging conversations at all levels. An articulate communicator. Honesty, integrity, and ability to maintain confidentiality. Hardworking, able to work under pressure, and responsive to the need to deliver a high-quality support service. Attention to detail and high standards of work. Experienced in scheduling and diary management. Confident communicator with excellent written communication skills. A self-starter who is target-driven and motivated by results. 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
Sunday, January 12, 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. 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 gold investors in people accreditation, which shows a clear commitment to the people who make us an employer of choice. Purpose of the Job: Reporting directly to our Business Operations Manager and working in support of one or more of our self-employed Partners, the role holder will be responsible for the day-to-day management of the Partners' practice. The role is part of our Client Experience Team and will involve managing and coaching one other senior team member, as well as providing coaching and support to at least one more junior member of the team. A key part of the role is to work with the Partner to not only deliver the service proposition for their clients but also to help the Partner deliver against their targets. This is a client-focused role involving regular contact with clients by email, phone calls, and face-to-face meetings. Responsibilities: Manage at least one senior member of the admin team, conducting regular appraisals, monitoring performance and development areas, and ensuring the effective and efficient running of the team and practice. Oversee revenue for Partners, ensuring fees are paid and collected when due, and working closely with the team to proactively push through open cases. Interface with the Client Experience Team, Paraplanners, and Clearview Operations Team to ensure effective delivery of the Foster Denovo Private Client Experience. Work alongside other practice managers and team leaders to review processes to enhance the client experience and identify efficiencies within the business. Address any issues raised in a prompt, polite, and professional manner. Identify client or business opportunities. Assist in the delivery of marketing projects, including large-scale events if necessary. Design and produce client and internal marketing collateral to brand guidelines. Manage practice MI, including business submitted, files completed compliantly, cases issued, and clients signed to Quantum/Select tracking trail payments when due. Key Skills and Personal Attributes: A positive, friendly service-oriented person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice. Comfortable with having challenging conversations at all levels. An articulate communicator. Honesty, integrity, and ability to maintain confidentiality. Hardworking, able to work under pressure, and responsive to the need to deliver a high-quality support service. Attention to detail and high standards of work. Experienced in scheduling and diary management. Confident communicator with excellent written communication skills. A self-starter who is target-driven and motivated by results. 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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