Client Experience Administrator

Foster Denovo Limited; Sheffield; On-site; GBP 25,000 - GBP 35,000; Full time

Job summary

A financial advisory firm in the UK is seeking a dedicated support professional to assist Private Wealth Partners and deliver exceptional client service. The ideal candidate should possess a positive attitude, strong communication skills, and a detail-oriented approach. Responsibilities include preparing client packs, managing information, and providing day-to-day admin support. The company offers a range of benefits, including 25 days holiday, discretionary bonuses, and pension matching, fostering a supportive work environment.

Benefits

25 days holiday

Discretionary bonus

Pension matching up to 7.5%

Life assurance

Income protection

Shopping discounts benefits portal

Qualifications

• Must be a friendly person aware of the importance of financial advice.
• Ability to build rapport quickly over the phone.
• Must maintain confidentiality and integrity.

Responsibilities

• Deliver high-quality support service to clients and partners.
• Prepare personalized client packs before meetings.
• Input client information into the back-office system.

Skills

Positive service-oriented attitude

Articulate communication

Confident telephone manner

Honesty and integrity

Attention to detail

Ability to work independently

Job description

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

• To have a thorough understanding of the advice process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these agreed service standards.
• To follow Foster Denovo processes to deliver what clients and our Partners perceive to be a personalized and high-quality service.
• Prepare personalized client packs for Partners prior to client meetings, in accordance with agreed format and SLAs.
• Complete post review meeting work and evidence of review
• Contact providers to obtain valuations and up to date plan information.
• Input all information into our back‑office system (Intelligent Office) to the required data quality standard.
• Enter client details onto application forms for the Client Experience Executive to process.
• Provide regular updates to Client Experience Executives to enable them to keep clients and Partners updated.
• Provide general day‑to‑day admin support to allocated Client Experience Executives as relevant.
• Process submissions using our submissions checklist
• Provide cover for our reception team as and when required.
• Provide support with incoming and outgoing post as required.

Key skills and personal attributes

• A positive, friendly service‑orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
• An articulate communicator.
• Confident 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.
• Ability to work on own initiative as well as part of a team

About us

Foster Denovo currently boast over 120 Financial Advisers supported by around 300 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.

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)