At a Glance
- Tasks: Support Private Wealth Partners by delivering top-notch admin services and personalised client packs.
- Company: Join Foster Denovo, a leading financial services firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, and shopping discounts.
- Other info: Be part of a company that values its people and offers excellent career growth opportunities.
- Why this job: Make a real impact in financial services 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 31500 - 38500 £ 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)
Administrator - Financial Services in Lockington 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 Administrator - Financial Services in Lockington
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Foster Denovo. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Foster Denovo.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Foster Denovo. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Administrator - Financial Services in Lockington
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Foster Denovo and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Foster Denovo how you can be a team player!
How to prepare for a job interview at Foster Denovo
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Foster Denovo.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Foster Denovo's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
