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- Tasks: Assist in preparing client files and conducting Investment Audits for financial advice.
- Company: Join Foster Denovo, a leading financial advisory firm with a supportive culture and strong reputation.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, pension matching, and shopping discounts.
- Why this job: Be part of a dynamic team that values knowledge sharing and personal growth.
- Qualifications: A positive attitude, attention to detail, and a desire to learn are essential.
- Other info: Participate in training initiatives, including AI, and contribute to a positive team culture.
The predicted salary is between 28800 - 48000 £ per year.
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: The Central Paraplanning Team successfully delivers complex reports written in Plain English specifically with our clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team. This position will play a key role in preparing client files tasked into the Team. These cases need to be reviewed to ensure the necessary information is on file so the Paraplanner can start work with minimal fuss. Cases are to be added to our workflow – WILF – and time recording tool – Harvest. Another key aspect of the role is to complete Investment Audits (IA). You will also have weekly contact with our Investment Team.
Job summary: Have a thorough understanding of the Foster Denovo advice process, reporting format, pre-approval process and regulatory requirements. Work diligently and accurately to understand and complete Investment Audits (IAs) to ascertain the suitability of transition to the Dynamic Portfolios proposition. Supporting the existing team with research in terms of ensuring cases are ready to work on together with some ad hoc requests you may receive from the Team. This will mean confidently challenge the Partner, but you will have the support of senior members of the Team such as the Senior Paraplanning Manager. Liaise with the Team to provide Partners and their support teams progress of their cases. Work closely with the Team to share ideas and best practice, including assisting with all aspects of good customer experience and identify any process improvements that can be made. To undertake any other duties commensurate with skills and experience. Participate in appropriate company and departmental training, competence, and development initiatives which includes AI. Be an advocate of the Central Paraplanning Team’s positive team culture and dynamic by working closely with other teams and departments.
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 at all levels. Desire and thrive to increase knowledge, wanting to extend their skillset and challenge themselves. Honesty, integrity, and ability to maintain confidentiality. Ability to work under pressure and deliver against deadlines. Hard working and responsive to the need to deliver a high-quality support service. Exceptional 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).
Research Assistant employer: Foster Denovo Limited
Contact Detail:
Foster Denovo Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Research Assistant
✨Tip Number 1
Familiarise yourself with Foster Denovo's advice process and reporting format. Understanding their specific methodologies will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Foster Denovo on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be a great advantage during your application process.
✨Tip Number 3
Prepare to discuss your experience with investment audits and case management. Being able to articulate your past experiences in these areas will show that you are ready to hit the ground running in this role.
✨Tip Number 4
Demonstrate your commitment to continuous learning by mentioning any relevant courses or certifications you are pursuing. This aligns well with Foster Denovo's values and shows that you are proactive about your professional development.
We think you need these skills to ace Research Assistant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you thoroughly understand the responsibilities and requirements of the Research Assistant position at Foster Denovo. Familiarise yourself with their advice process, reporting format, and regulatory requirements to tailor your application accordingly.
Tailor Your CV: Craft your CV to highlight relevant experience and skills that align with the job description. Emphasise your attention to detail, ability to work under pressure, and any previous experience in financial services or research roles.
Write a Compelling 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 your skills and experiences make you a great fit for the team.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for the Research Assistant role.
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.
✨Showcase Your Attention to Detail
Given the role's emphasis on preparing client files and completing Investment Audits, be ready to provide examples from your past experiences that demonstrate your exceptional attention to detail and high standards of work.
✨Prepare for Technical Questions
Familiarise yourself with the Foster Denovo advice process and regulatory requirements. Be prepared to answer questions about these topics and how you would approach tasks related to them.
✨Demonstrate Your Communication Skills
As an articulate communicator, you should be able to convey complex information clearly. Practice explaining financial concepts in plain English, as this is crucial for the role and will impress your interviewers.
