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- Tasks: Support Employee Benefits Advisers by preparing client packs and maintaining accurate data.
- 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 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 clients and advisers.
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 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 SecondSight's 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.
- Prepare presentations using our template deck.
- 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.
- An articulate communicator.
- Team player.
- 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 experience in administration and client support roles. Be ready to discuss specific examples where you've successfully managed client relationships or improved processes, as this will resonate well with the responsibilities of the Client Experience Administrator.
✨Tip Number 3
Prepare to demonstrate your attention to detail and organisational skills. You might be asked about how you ensure compliance and accuracy in your work, so think of instances where these skills have been crucial in your previous roles.
✨Tip Number 4
Showcase your communication skills by being articulate and friendly during any interactions. Since the role involves liaising with clients and advisers, demonstrating a positive attitude and effective communication will set you apart from other candidates.
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 skills required for the Client Experience Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, particularly in administration and client support roles. Use bullet points for clarity and focus on achievements that demonstrate your attention to detail and service-oriented attitude.
Write a Strong Cover Letter: In your cover letter, express 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 you can contribute to their mission of providing exceptional client service.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the Client Experience Administrator role.
How to prepare for a job interview at Foster Denovo Limited
✨Show Your Service Orientation
Foster Denovo values a friendly, service-oriented attitude. During the interview, demonstrate your commitment to providing excellent client support and how you can contribute to their mission of delighting clients.
✨Highlight Your Attention to Detail
Given the importance of compliance and accuracy in this role, be prepared to discuss examples from your past experiences where your attention to detail made a significant impact on your work or a project.
✨Communicate Clearly
As an articulate communicator, it's essential to convey your thoughts clearly. Practice explaining complex ideas simply, as you may need to do this when preparing client packs or presentations.
✨Emphasise Teamwork
Foster Denovo thrives on collaboration. Share examples of how you've successfully worked within a team, highlighting your ability to support colleagues and contribute to a positive working environment.
