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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 Responsibility:
Help to deliver Foster Denovo’s Private Wealth Proposition by delivering a first class support service to Private Wealth Partners and their clients
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
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
Requirements:
A positive, friendly service-orientated person with a “can do” attitude
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
What we offer:
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)