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For Companies At a Glance
- Tasks: Support corporate clients with administration and enhance their experience through regular contact.
- Company: Join Foster Denovo, a leading financial advisory firm with over 300 dedicated employees.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, and a supportive culture with various perks.
- Why this job: Be part of a friendly team that values client relationships and personal development.
- Qualifications: No specific qualifications required; just bring your enthusiasm and willingness to learn.
- Other info: Opportunity for growth in a company with a platinum investors in people accreditation.
The predicted salary is between 36000 - 60000 £ per year.
Purpose of the job:
To help to deliver Foster Denovo’s growing H&P proposition, the role holder will be part of a team who provides a high-quality central administration and support service to corporate clients. This service allows Principal Partners and Consulting Partners to primarily focus on building existing client relationships and developing new clients.
Job summary:
- Working within the wider H&P team while managing their own day-to-day client and workload.
- Reporting directly to the Client Experience H&P Team Leader/Practice Manager.
- The role holder will be responsible for regular client contact as well as back-office administration and supporting advisers and Principal Partners and Consulting Partners on existing and new business.
Key skills and personal attributes:
- Assist with the general administration of benefits, which will include:
- Ensure the smooth running of assigned client portfolio on a day-to-day basis.
- Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels.
- Co-ordinate administration of schemes including renewal accounts, membership data, market reviews, claims and medical underwriting processing.
- Maintain client records and data in line with Secondsight systems and protocols.
- Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping advisers informed as appropriate.
- Support advisers with the re-broking and reviewing of schemes.
- Collate market review information, negotiate with insurers and draft renewal reports/emails.
- Contribute positively as required to broader H&P team and FD initiatives.
- To participate in appropriate company and departmental training, competence and development initiatives.
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)
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Client Experience Executive - Risk employer: Foster Denovo Limited
Contact Detail:
Foster Denovo Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Experience Executive - Risk
✨Tip Number 1
Familiarise yourself with the H&P proposition and the specific services offered by Foster Denovo. Understanding their approach to client relationships will help you demonstrate your alignment with their values during interviews.
✨Tip Number 2
Network with current or former employees of Foster Denovo on platforms like LinkedIn. Engaging in conversations about their experiences can provide valuable insights and potentially give you a referral.
✨Tip Number 3
Prepare to discuss your experience in client administration and relationship management. Be ready to share specific examples of how you've successfully handled client queries and maintained professional relationships in previous roles.
✨Tip Number 4
Showcase your ability to work collaboratively within a team. Highlight any past experiences where you contributed positively to team initiatives, as this aligns with Foster Denovo's emphasis on teamwork and support.
We think you need these skills to ace Client Experience Executive - Risk
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and expectations of the Client Experience Executive - Risk position. Tailor your application to highlight how your skills align with the specific requirements mentioned.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in client administration, relationship management, or support roles. Use specific examples that demonstrate your ability to manage client portfolios and maintain professional relationships.
Showcase Your Skills: Make sure to showcase key skills such as communication, organisation, and problem-solving in your application. Provide examples of how you've successfully handled client queries or administrative tasks in the past.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you want to work at Foster Denovo and how you can contribute to their mission of providing exceptional service to clients.
How to prepare for a job interview at Foster Denovo Limited
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Client Experience Executive in the context of risk management. Familiarise yourself with the key skills mentioned in the job description, such as client relationship management and back-office administration.
✨Showcase Your Communication Skills
Since the role involves regular client contact, be prepared to demonstrate your communication skills. Think of examples where you've successfully managed client relationships or resolved queries, and be ready to discuss these during the interview.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and how you handle client interactions. Prepare by thinking about past experiences where you had to negotiate with insurers or manage client expectations.
✨Research Foster Denovo
Take some time to research Foster Denovo's values, culture, and recent initiatives. Understanding their commitment to client satisfaction and employee development will help you align your answers with their ethos during the interview.
