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- Tasks: Support Private Wealth Partners with high-quality administrative tasks and client interactions.
- Company: Join Foster Denovo, a leading financial advisory firm with a strong reputation and supportive culture.
- Benefits: Enjoy 25 days holiday, bonuses, pension contributions, and discounts on various services.
- Why this job: Be part of a friendly team that values innovation and client satisfaction while developing your skills.
- Qualifications: Strong organisational skills, excellent communication, and a commitment to high-quality support are essential.
- Other info: Opportunity for personal financial advice and career growth in a respected company.
The predicted salary is between 28800 - 43200 £ per year.
About us: Foster Denovo currently boasts over 120 Financial Advisers supported by around 300 employees across eight offices throughout the UK. We have the scale and resources to provide exceptional advice and services to our clients, advisers, and employees. Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundation. It also means our people care about our reputation and brand. We aim to delight every client we contact. Joining the Foster Denovo family means benefiting from our reputation and industry experience. We are driven by core values, and our friendly, stakeholder-focused culture has been praised by employees, clients, and partners alike. We are proud to hold the platinum Investors in People accreditation, demonstrating our commitment to our people and making us an employer of choice.
Purpose of the job: To support Foster Denovo’s Private Wealth Proposition by delivering first-class support to Private Wealth Partners and their clients, enabling Partners to focus on client relationships and business development.
Job summary and Responsibilities:
- Provide high-quality administrative support to Partners and their clients alongside a Client Experience Executive (CEE).
- Report directly to a Client Experience Team Leader.
- Manage workload effectively, including data entry, requesting and following up on client and policy information, to support Partners in managing investments, pensions, and protection policies.
- Follow Foster Denovo processes to deliver personalized, high-quality service.
- Ensure workflow is understood and tasks are tracked, allowing internal review of client statuses.
- Gather documentation and submit new business for compliance approval and quality assessment.
- Support the Client Experience Team Leader and relevant Partners/CEEs with daily tasks.
- Prepare personalized client packs for meetings.
- Obtain information on clients’ existing financial arrangements from providers.
- Input client data into the back-office system, ensuring timely completion of tasks.
- Maintain client file compliance and accuracy.
- Scan and archive client files securely.
- Undertake additional duties as appropriate to your skills and role.
Key skills and personal attributes:
- Excellent organizational and prioritization skills; capable of handling multiple tasks under tight deadlines.
- Confident in discussing and challenging Partners when necessary.
- Articulate communicator with outstanding telephone manner and rapport-building skills.
- Honest, discreet, and capable of maintaining confidentiality.
- Hardworking, responsive, and committed to delivering high-quality support.
- Attention to detail and high standards of work.
- Team player with the ability to work independently and use initiative.
What we offer you: Foster Denovo fosters an open, supportive, and knowledge-sharing culture that encourages innovative thinking for client benefit. Our benefits include:
- 25 days holiday, increasing up to 30 days with service.
- Discretionary bonus scheme.
- Company-matched pension contributions up to 7.5%.
- Life assurance up to 4x salary.
- Income protection at 75% of salary for long-term sickness.
- Access to our financial advisers for personal financial advice.
- Interest-free season ticket loans, eye care, and childcare vouchers.
- Shopping discounts on holidays, gyms, and high street retailers.
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
Familiarise yourself with Foster Denovo's core values and culture. Understanding their commitment to client satisfaction and employee support will help you align your approach during interviews and discussions.
✨Tip Number 2
Demonstrate your organisational skills by preparing examples of how you've effectively managed multiple tasks in previous roles. This will show that you can handle the workload expected in the Client Experience Administrator position.
✨Tip Number 3
Practice your communication skills, especially over the phone. Since the role requires a confident telephone manner, consider role-playing scenarios with a friend to enhance your rapport-building abilities.
✨Tip Number 4
Research common compliance processes in financial services. Being knowledgeable about these procedures will not only impress during your interview but also prepare you for the responsibilities of managing client files and documentation.
We think you need these skills to ace Client Experience Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and skills required for the Client Experience Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Tailored CV: Create a CV that emphasises your organisational skills, attention to detail, and ability to manage multiple tasks. Include specific examples of past experiences where you provided high-quality administrative support or worked in a client-focused environment.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention Foster Denovo's values and culture, and explain how you can contribute to their mission of delivering exceptional client experiences.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and 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 Limited
✨Showcase Your Organisational Skills
As a Client Experience Administrator, you'll need to demonstrate excellent organisational and prioritisation skills. Be prepared to discuss specific examples from your past experiences where you successfully managed multiple tasks under tight deadlines.
✨Communicate Clearly and Confidently
Articulate communication is key in this role. Practice discussing your thoughts clearly and confidently, especially when it comes to challenging ideas or providing feedback. This will show that you can engage effectively with Partners and clients alike.
✨Emphasise Attention to Detail
Given the importance of maintaining client file compliance and accuracy, be ready to highlight your attention to detail. Share instances where your meticulous nature has positively impacted your work or helped avoid potential issues.
✨Demonstrate Team Spirit
Foster Denovo values teamwork, so it's essential to convey your ability to work collaboratively. Prepare examples of how you've contributed to team success in previous roles, showcasing your initiative and willingness to support others.
