At a Glance
- Tasks: Deliver top-notch support to Private Wealth Partners and clients, ensuring a personalised experience.
- Company: Join Foster Denovo, a leading financial advisory firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, and a generous pension match.
- Other info: Be part of a company that values its people and offers excellent career growth opportunities.
- Why this job: Make a real difference in client relationships while developing your skills in a dynamic environment.
- Qualifications: Strong communication skills and a positive, service-oriented attitude are essential.
The predicted salary is between 40500 - 49500 £ per year.
Purpose of the job: To help to deliver Foster Denovo’s Private Wealth Proposition by delivering a first class support service to Private Wealth Partners and their clients. This allows our Partners to focus on the client relationship and developing relationships with new clients.
Job summary: To have a thorough understanding of the advice process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these agreed service standards. To follow Foster Denovo processes to deliver what clients and our Partners perceive to be a personalized and high-quality service.
- Prepare personalized client packs for Partners prior to client meetings, in accordance with agreed format and SLAs.
- Complete post review meeting work and evidence of review.
- Contact providers to obtain valuations and up to date plan information.
- Input all information into our back-office system (Intelligent Office) to the required data quality standard.
- Enter client details onto application forms for the Client Experience Executive to process.
- Provide regular updates to Client Experience Executives to enable them to keep clients and Partners updated.
- Provide general day-to-day admin support to allocated Client Experience Executives as relevant.
- Process submissions using our submissions checklist.
- Provide cover for our reception team as and when required.
- Provide support with incoming and outgoing post as required.
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.
- Confident telephone manner with the ability to build rapport quickly.
- 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.
- Ability to work on own initiative as well as part of a team.
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)
Client Experience Administrator in Derby employer: Foster Denovo
Foster Denovo is an exceptional employer that prioritises employee development and well-being, offering a supportive environment where you can thrive as a Client Experience Administrator. With a strong commitment to career progression, including pathways to becoming an adviser, and a comprehensive benefits package that includes generous holiday allowances and financial support, you will find meaningful opportunities for growth in our collaborative culture. Our platinum investors in people accreditation reflects our dedication to nurturing talent and ensuring a rewarding experience for all employees.
StudySmarter Expert Advice🤫
We think this is how you could land Client Experience Administrator in Derby
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Foster Denovo. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Foster Denovo before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Experience Administrator in Derby
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Foster Denovo:Your cover letter is your chance to shine! Tell us why you want to work at Foster Denovo specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Foster Denovo!
How to prepare for a job interview at Foster Denovo
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
