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- Tasks: Prepare client packs and support Employee Benefits Advisers in delivering exceptional service.
- Company: Join Foster Denovo, a leading financial advice 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 fosters personal growth.
- Qualifications: A positive attitude, attention to detail, and a commitment to high-quality service are essential.
- Other info: Gain experience in a dynamic environment while supporting financial advisers and clients.
The predicted salary is between 30000 - 42000 £ 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 Second Sights proposition by providing a high quality administration and support service to our Employee Benefits Advisers and Partners. This allows our Partners to focus on the client relationship and developing relationships with new clients. Working closely with our Client Experience Executives and reporting directly to the Client Relationship Manager.
Job summary:
- Prepare personalised client packs for Employee Benefits advisers to use during client meetings.
- Produce salary sacrifice letters as required.
- Obtain information from providers on clients' existing pension 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.
- Submit client files to our Quality Assurance Team for checking and processing.
- Upload the necessary documentation into the back-office system and scan other documents as required.
- Raise and send regular invoices to our corporate clients.
- Deal with client and provider correspondence.
- To undertake any other duties commensurate with your grade, skills and experience.
- To participate in appropriate company and departmental training, competence and development initiatives.
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.
- 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.
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 - Secondsight 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 - Secondsight
✨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
Highlight your attention to detail and organisational skills in conversations. Since the role involves preparing personalised client packs and maintaining accurate data, demonstrating these skills can set you apart from other candidates.
✨Tip Number 3
Network with current or former employees of Foster Denovo. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when discussing your fit for the role.
✨Tip Number 4
Prepare to discuss how you would handle client correspondence and maintain confidentiality. Given the nature of the role, showcasing your understanding of these aspects will demonstrate your readiness for the position.
We think you need these skills to ace Client Experience Administrator - Secondsight
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Client Experience Administrator position. Tailor your application to highlight how your skills and experiences align with these needs.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous administrative roles or experience in client-facing positions. Showcase your attention to detail and ability to maintain confidentiality, as these are crucial for this role.
Craft a Personalised Cover Letter: Write a cover letter that reflects your understanding of Foster Denovo's values and culture. Mention your 'can do' attitude and how you can contribute to their mission of providing exceptional service to clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application demonstrates your attention to detail and professionalism, which is essential for the role.
How to prepare for a job interview at Foster Denovo Limited
✨Show Your Service-Oriented Attitude
Foster Denovo values a positive, friendly service-oriented approach. During the interview, demonstrate your 'can do' attitude and share examples of how you've provided excellent customer service in previous roles.
✨Highlight Attention to Detail
As a Client Experience Administrator, attention to detail is crucial. Be prepared to discuss specific instances where your meticulous nature has helped you avoid mistakes or improve processes in your past work.
✨Understand the Role of Advisers
Familiarise yourself with the role of Employee Benefits Advisers and how they interact with clients. Showing that you understand their importance will reflect your commitment to supporting them effectively.
✨Prepare for Compliance Questions
Since maintaining compliance is a key part of the job, be ready to answer questions about how you ensure accuracy and confidentiality in your work. Discuss any relevant experience you have with compliance standards.
