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- Tasks: Support corporate clients with administration and build strong relationships while managing your own workload.
- Company: Join Foster Denovo, a leading financial advisory firm with a supportive culture and a stellar reputation.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, pension matching, and shopping discounts.
- Why this job: Be part of a friendly team that values knowledge sharing and client satisfaction.
- Qualifications: No specific qualifications required; just bring your enthusiasm and willingness to learn.
- Other info: Opportunity for personal growth with training and development initiatives.
The predicted salary is between 36000 - 60000 £ per year.
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.
Purpose of the job: To help to deliver Foster Denovo’s growing H&P proposition, the role holder will be part of a team who provides a high-quality central administration and support service to corporate clients. This service allows Principal Partners and Consulting Partners to primarily focus on building existing client relationships and developing new clients.
Job summary: Working within the wider H&P team while managing their own day-to-day client and workload. Reporting directly to the Client Experience H&P Team Leader/Practice Manager. The role holder will be responsible for regular client contact as well as back-office administration and supporting advisers and Principal Partners and Consulting Partners on existing and new business.
Key skills and personal attributes:
- Assist with the general administration of benefits, which will include:
- Ensure the smooth running of assigned client portfolio on a day-to-day basis.
- Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels.
- Co-ordinate administration of schemes including renewal accounts, membership data, market reviews, claims and medical underwriting processing.
- Maintain client records and data in line with Secondsight systems and protocols.
- Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping advisers informed as appropriate.
- Support advisers with the re-broking and reviewing of schemes.
- Collate market review information, negotiate with insurers and draft renewal reports/emails.
- Contribute positively as required to broader H&P team and FD initiatives.
- To participate in appropriate company and departmental training, competence and development initiatives.
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)
Client Experience Executive - Risk employer: Foster Denovo Limited
Contact Detail:
Foster Denovo Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Experience Executive - Risk
✨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
Network with current or former employees of Foster Denovo on platforms like LinkedIn. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 3
Demonstrate your understanding of the financial services industry, particularly in risk management and client relations. Being able to discuss relevant trends or challenges will show your enthusiasm and knowledge about the role.
✨Tip Number 4
Prepare specific examples from your past experiences that showcase your ability to manage client relationships and handle administrative tasks effectively. Tailoring your examples to reflect the responsibilities outlined in the job description will make a strong impression.
We think you need these skills to ace Client Experience Executive - Risk
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and skills required for the Client Experience Executive - Risk position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Tailored CV: Ensure your CV reflects relevant experience in client administration, relationship management, and any specific skills mentioned in the job description. Use clear headings and bullet points for easy readability.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you have successfully managed client relationships or administrative tasks in the past, demonstrating your fit for the position.
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, which is crucial for the role.
How to prepare for a job interview at Foster Denovo Limited
✨Understand the Company Culture
Foster Denovo prides itself on a 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 Client Relationship Skills
As a Client Experience Executive, you'll need to develop and maintain professional relationships. Be ready to share examples from your past experiences where you've successfully managed client interactions or resolved issues.
✨Demonstrate Your Administrative Abilities
The role involves significant back-office administration. Prepare to discuss your organisational skills and any relevant experience you have in managing client portfolios or handling administrative tasks efficiently.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities, especially in client-related scenarios. Think of specific situations where you had to negotiate, coordinate, or respond proactively to client needs, and be ready to explain your thought process.
