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- Tasks: Support Private Wealth Partners and clients with exceptional service and manage documentation.
- Company: Join Foster Denovo, a leading financial advisory firm with a strong reputation and supportive culture.
- Benefits: Enjoy 25 days holiday, pension matching, life assurance, and shopping discounts.
- Why this job: Be part of a friendly team that values client relationships and personal growth.
- Qualifications: Strong organisational skills, excellent communication, and attention to detail required.
- Other info: Opportunity for career development in a platinum accredited workplace.
The predicted salary is between 30000 - 42000 £ per year.
Location: London
Application Deadline: Friday, January 3, 2025
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)
Client Experience Executive employer: Foster Denovo
Contact Detail:
Foster Denovo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Experience Executive
✨Tip Number 1
Familiarise yourself with Foster Denovo's core values and stakeholder culture. Understanding their commitment to client satisfaction and employee support will help you align your approach during interviews and discussions.
✨Tip Number 2
Prepare to discuss your organisational and prioritisation skills in detail. Think of specific examples where you've successfully managed multiple tasks under pressure, as this is crucial for the Client Experience Executive role.
✨Tip Number 3
Practice your communication skills, especially your telephone manner. Since you'll be building rapport with Partners and clients, being articulate and confident in conversations will set you apart from other candidates.
✨Tip Number 4
Research common challenges faced in client experience roles within financial services. Being able to discuss potential issues and how you would address them can demonstrate your proactive mindset and readiness for the position.
We think you need these skills to ace Client Experience Executive
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and key skills required for the Client Experience Executive position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, particularly in client support and relationship management. Use bullet points for clarity and focus on achievements that demonstrate your organisational skills and attention to detail.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight specific experiences that showcase your ability to manage relationships and provide high-quality support, as well as your communication skills.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Foster Denovo
✨Understand the Company Culture
Foster Denovo prides itself on its friendly, stakeholder culture. Make sure to research their core values and be prepared to discuss how your personal values align with theirs during the interview.
✨Showcase Your Organisational Skills
As a Client Experience Executive, you'll need excellent organisational skills. Be ready to provide examples of how you've successfully managed multiple tasks or projects in the past, especially under tight deadlines.
✨Demonstrate Communication Skills
An outstanding telephone manner and the ability to build rapport quickly are crucial for this role. Practice articulating your thoughts clearly and confidently, and consider role-playing common scenarios you might encounter with clients or partners.
✨Prepare for Challenging Conversations
The job may require having difficult conversations with Partners. Think of examples from your past where you've navigated challenging discussions successfully, and be ready to share these experiences to demonstrate your confidence and problem-solving abilities.
