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- Tasks: Manage income processing for the Health & Protection team and resolve queries.
- Company: Join Foster Denovo, a leading financial advisory firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, and shopping discounts.
- Why this job: Be part of a friendly team that values client relationships and personal growth.
- Qualifications: No specific qualifications required; just a proactive attitude and willingness to learn.
- Other info: Part-time role with opportunities for professional development in finance.
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.
Purpose of the job: To accurately process Health & Protection team income, the role holder will work alongside the H&P Team Operations Manager to ensure our income is processed in a timely manner and any aged debt investigated. This service allows the wider Client Experience team 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 workload. Reporting directly to the Client Experience H&P Team Operations Manager. The role holder will be responsible for adding monthly commission expectations and fees to the IO database, as well as investigating any aged debt or income queries from the H&P team.
Key skills and personal attributes:
- Carry out income administration for the H&P team, which will include:
- Ensure the smooth & timely running of the monthly income process.
- Develop, maintain and cultivate a constructive and professional relationship with the H&P Consulting Partners, H&P Client Experience team and wider finance departments.
- Issue the monthly “income for checking” to the H&P Consulting Partners and ensure this is completed to deadline.
- Add commission expectations to the IO database as instructed.
- Add H&P fees to IO and issue invoices to the clients as instructed.
- Liaise with clients on any invoice queries.
- Work with the H&P Operations Manager to investigate and resolve commission aged debt on a monthly basis.
- Investigate and action any unallocated income queries.
- Update plans on IO and amend income splits as required.
- Assist with updating the department database and income spreadsheets to ensure data is as accurate as possible.
- Independently respond to queries from both the H&P team and wider business in a pro-active manner and monitor the H&P income mailbox.
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 Income Administrator (Part-time) employer: Foster Denovo Limited
Contact Detail:
Foster Denovo Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Experience Income Administrator (Part-time)
✨Tip Number 1
Familiarise yourself with Foster Denovo's core values and stakeholder culture. Understanding their commitment to client experience will help you align your approach during interviews and discussions, showcasing how you can contribute to their mission.
✨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 into the company culture and expectations for the Client Experience Income Administrator role.
✨Tip Number 3
Prepare to discuss your experience with income administration and client relations. Be ready to share specific examples of how you've successfully managed similar tasks, as this will demonstrate your capability to handle the responsibilities outlined in the job description.
✨Tip Number 4
Research common challenges faced in income administration within financial services. Being knowledgeable about potential issues and how to resolve them will show your proactive approach and readiness to tackle the role effectively.
We think you need these skills to ace Client Experience Income Administrator (Part-time)
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and key skills required for the Client Experience Income Administrator position. Tailor your application to highlight relevant experiences that align with these requirements.
Craft a Tailored CV: Ensure your CV is up-to-date and specifically tailored to the role. Emphasise your experience in income administration, client relations, and any relevant financial processes. Use clear headings and bullet points for easy readability.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention why you want to work at Foster Denovo and how your values align with theirs. Provide specific examples of your past experiences that demonstrate your ability to excel in this position.
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 role you are applying for.
How to prepare for a job interview at Foster Denovo Limited
✨Understand the Company Culture
Foster Denovo prides itself on its friendly, stakeholder culture. Make sure to research their core values and be prepared to discuss how your personal values align with theirs during the interview.
✨Showcase Your Attention to Detail
As a Client Experience Income Administrator, accuracy is key. Be ready to provide examples from your past experiences where your attention to detail made a significant impact, especially in income processing or administration tasks.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills, particularly regarding aged debt or income queries. Think of specific scenarios where you successfully resolved similar issues and be ready to share those stories.
✨Demonstrate Your Communication Skills
This role involves liaising with clients and various teams. Prepare to discuss how you effectively communicate complex information and maintain professional relationships, as this will be crucial for success in the position.
