Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Private Wealth Partners with admin tasks, data entry, and client communication.
- Company: Join Foster Denovo, a leading financial advisory firm with a strong reputation and supportive culture.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, pension matching, and shopping discounts.
- Why this job: Be part of a friendly team that values your contributions and offers growth opportunities.
- Qualifications: Strong organizational skills, attention to detail, and a positive attitude are essential.
- Other info: Work in a dynamic environment where your efforts directly impact client satisfaction.
The predicted salary is between 28800 - 43200 £ per year.
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 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:
- Working alongside a CEE to provide high-quality admin support for Partners and their clients.
- Reporting directly to one of the Client Experience Team Leaders.
- A key part of this role is the organisation and management of workload, including but not limited to: data entry, requesting and chasing client & policy information, leading to Partners being able to provide recommendations to new & existing clients and manage their existing Investments, Pension & Protection policies.
- To follow Foster Denovo processes to deliver what clients perceive to be a personalised and high-quality service.
- To have a good understanding of the workflow and be able to deliver and report against the various tasks, ensuring that all internal interested parties can easily review the current status of each client.
- Collate all documentation and ensure that new business is submitted for internal compliance approval and quality grading.
- Provide general day-to-day support to the Client Experience Team Leader (Private Wealth Admin) and all relevant Partners / CEEs.
- Prepare personalised client packs for Partners prior to client meetings.
- 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.
- Ensure that the client file is compliant.
- Be responsible for scanning and archiving client files.
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.
- 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.
- Team player but must be able to work independently and use own initiative.
- 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.
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).
#J-18808-Ljbffr
Client Experience Administrator employer: Foster Denovo Limited
Contact Detail:
Foster Denovo Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Experience Administrator
✨Tip Number 1
Familiarize yourself with Foster Denovo's core values and stakeholder culture. Understanding what drives the company will help you align your approach during interviews and demonstrate that you are a good fit for their team.
✨Tip Number 2
Highlight your organizational and prioritization skills in conversations with potential employers. Be prepared to share specific examples of how you've successfully managed multiple tasks under pressure, as this is crucial for the Client Experience Administrator role.
✨Tip Number 3
Practice your telephone manner and rapport-building techniques. Since you'll be communicating with Partners and clients regularly, showcasing your ability to engage positively over the phone can set you apart from other candidates.
✨Tip Number 4
Demonstrate your attention to detail by preparing a mock client pack or documentation sample. This will not only show your understanding of the role but also your commitment to delivering high-quality support services.
We think you need these skills to ace Client Experience Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Experience Administrator position. Understand the key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to highlight relevant experience and skills that match the job requirements. Emphasize your organizational skills, attention to detail, and ability to work under pressure, as these are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the position and the company. Mention specific aspects of Foster Denovo's culture and values that resonate with you, and explain how you can contribute to their mission of delivering exceptional client service.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application demonstrates your attention to detail and professionalism, which are essential qualities for the Client Experience Administrator role.
How to prepare for a job interview at Foster Denovo Limited
✨Showcase Your Organisational Skills
Since the role requires excellent organisational and prioritisation skills, be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks under tight deadlines.
✨Demonstrate Your Communication Skills
Highlight your outstanding telephone manner and ability to build rapport quickly. You might want to practice how you would handle challenging conversations with partners, as this is a key aspect of the job.
✨Emphasise Attention to Detail
Given the importance of compliance and high standards of work, be ready to provide examples that demonstrate your attention to detail. Discuss how you ensure accuracy in your work and maintain confidentiality.
✨Exhibit a Service-Oriented Attitude
Foster Denovo values a positive, friendly service-oriented approach. Prepare to share instances where you went above and beyond to deliver exceptional support or service to clients or colleagues.
