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- Tasks: Support Private Wealth Partners by delivering top-notch client service and administrative tasks.
- Company: Join Foster Denovo, a leading financial advisory firm with a strong reputation and supportive culture.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, and shopping discounts, plus more perks!
- Why this job: Be part of a friendly team that values your contributions and offers growth opportunities.
- Qualifications: A positive attitude, strong communication skills, and attention to detail are essential.
- Other info: Gain experience in a dynamic environment while supporting financial advisers and clients.
The predicted salary is between 28800 - 43200 £ per year.
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: To 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. To 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.
Key skills and personal attributes:
- A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
- 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.
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.
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 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 the financial advice process and regulatory requirements set by the FCA. Understanding these elements will not only help you in interviews but also demonstrate your commitment to delivering high-quality support.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since building rapport quickly is essential for this role, consider role-playing scenarios with friends or family to enhance your confidence and articulation.
✨Tip Number 3
Showcase your attention to detail by preparing a mock client pack. This will give you a practical understanding of what the role entails and allow you to discuss your approach during the interview.
✨Tip Number 4
Research Foster Denovo’s culture and values thoroughly. Being able to align your personal values with theirs will not only impress during the interview but also show that you are genuinely interested in being part of their team.
We think you need these skills to ace Client Experience Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure you have a clear understanding of the Client Experience Administrator role. Familiarise yourself with the key responsibilities and skills required, such as attention to detail, communication skills, and the ability to work both independently and as part of a team.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your customer service experience, administrative skills, and any familiarity with financial services or regulatory requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Foster Denovo's culture and values that resonate with you, and explain how your background makes you a great fit for their team.
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 the Client Experience Administrator position.
How to prepare for a job interview at Foster Denovo Limited
✨Understand the Role
Make sure you have a solid grasp of what a Client Experience Administrator does. Familiarise yourself with the advice process, client file requirements, and regulatory standards set by the FCA. This knowledge will help you demonstrate your suitability for the role.
✨Showcase Your Communication Skills
As an articulate communicator with a confident telephone manner, it's essential to convey your ability to build rapport quickly. Prepare examples from your past experiences where you've successfully communicated with clients or colleagues.
✨Highlight Attention to Detail
Given the importance of accuracy in this role, be ready to discuss how you ensure high standards in your work. You might want to share specific instances where your attention to detail made a difference in a project or task.
✨Demonstrate a Service-Oriented Attitude
Foster Denovo values a positive, friendly service-oriented approach. Be prepared to talk about how you’ve gone above and beyond to provide excellent support in previous roles, showcasing your 'can do' attitude.
