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- Tasks: Manage client relationships and support Partners in delivering exceptional service.
- Company: Join Foster Denovo, a leading financial advisory firm with a strong reputation and supportive culture.
- Benefits: Enjoy 25 days holiday, pension matching, life assurance, and shopping discounts.
- Why this job: Be part of a friendly team that values your growth and offers a chance to make a real impact.
- Qualifications: No specific qualifications required; just bring your enthusiasm and willingness to learn!
- Other info: Opportunity for personal development and to work in a dynamic, growing business.
The predicted salary is between 36000 - 60000 £ 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 gold investors in people accreditation which shows a clear commitment to the people who make us an employee of choice.
Purpose of the job: The role of the Client Relationship Manager is to work closely with the Partners, managing client relationships on their behalf, enabling the Partner to concentrate on nurturing potential new clients. They will be responsible for all contact with clients and will deliver an exceptional client experience by building relationships and anticipating client expectations. The Client Relationship Manager will work closely with the rest of the team to provide a consistent level of service to all Partners and their clients.
Job summary: Reporting directly to the Client Experience Manager, they will be responsible for managing the workload for the relevant Partner(s). They will be responsible for the management, coaching and development of one or two of our Client Experience Administrators or Executives. A key part of the role is to support the Client Relationship Manager with the ongoing development of our processes to increase efficiencies across Private Wealth.
Key skills and personal attributes:
- To provide an administration and support service to a group of Partners and their clients.
- To have a thorough understanding of the advice process, Foster Denovo’s systems and processes and the regulatory requirements imposed by the FCA, and ensure these are reflected in work.
- To have an excellent understanding of the workflow and be able to deliver and report against the various tasks, ensuring that all internal interested parties can easily review the current status of each client.
- Manage the workflow of the Client Experience Executives and Paraplanners, where applicable, prioritising cases where required and helping to resolve issues causing delays.
- Build and maintain strong working relationships with all Partners and staff.
- Deal with any issues, complaints and queries raised in a prompt, polite and professional manner.
- Work with Partners to help them understand the importance of and follow the handover process so that we can deliver good outcomes for them and their Clients in the most efficient way.
- Identify efficiencies or enhanced services by proactively obtaining feedback from Partners and Clients to ensure that the team continue to develop and delight clients.
- Build improvement processes and communicate and embed where appropriate.
- To undertake any other duties commensurate with skills and experience; as a growing business the employee must be willing and able to adapt to different situations and be prepared to assist with any necessary tasks as benefits the business.
To participate in appropriate company and departmental training, competence and development initiatives. As a Line Manager, to be directly responsible for the day-to-day management of the team including; effective resourcing, delegation of tasks, performance management (via monthly continuous performance reviews), development and engagement. Managing ER processes in line with FD policy with support from HR. To manage and plan projects in line with our sustainability policy, ensuring that Our People, Planet and Governance are considered. To continuously meet the regulator’s Fit & Proper requirements.
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).
- 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 Relationship Manager employer: Foster Denovo Limited
Contact Detail:
Foster Denovo Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager
✨Tip Number 1
Familiarise yourself with Foster Denovo's core values and stakeholder culture. Understanding what drives the company will help you align your approach when interacting with potential colleagues and clients, showcasing that you're a good fit for their team.
✨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, which you can leverage during your discussions.
✨Tip Number 3
Prepare to discuss specific examples of how you've built and maintained client relationships in previous roles. Highlighting your experience in managing client expectations and resolving issues will demonstrate your capability to excel as a Client Relationship Manager.
✨Tip Number 4
Showcase your understanding of the financial advisory process and regulatory requirements. Being well-versed in these areas will not only impress your interviewers but also indicate that you are ready to hit the ground running in this role.
We think you need these skills to ace Client Relationship Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Relationship Manager at Foster Denovo. Highlight your experience in managing client relationships and how you can enhance the client experience.
Tailor Your CV: Customise your CV to reflect the key skills and personal attributes mentioned in the job description. Emphasise your understanding of the advice process, regulatory requirements, and your ability to build strong working relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your alignment with Foster Denovo's core values. Use specific examples from your past experiences to demonstrate how you can contribute to their stakeholder culture.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, and that your documents are clear and professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Foster Denovo Limited
✨Understand the Company Culture
Foster Denovo prides itself on a 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.
✨Demonstrate Relationship Management Skills
As a Client Relationship Manager, you'll need to showcase your ability to build and maintain strong relationships. Prepare examples from your past experiences where you've successfully managed client expectations and resolved issues.
✨Showcase Your Knowledge of Regulatory Requirements
Familiarise yourself with the FCA's regulatory requirements and how they impact the advice process. Be ready to discuss how you ensure compliance in your work and how it contributes to delivering exceptional client service.
✨Prepare for Team Management Questions
Since the role involves managing a team, think about your leadership style and how you motivate and develop others. Be prepared to share specific examples of how you've coached or supported team members in the past.
