Foster Denovo is seeking a detail-oriented administrator to support our Private Wealth team and Partners. You will manage client data, collect policy information, and help prepare client packs to enable timely investment recommendations.
You will also host training sessions, respond to client queries, and support the broader team with day-to-day activities, ensuring high standards of service and compliance across all processes.
Private Wealth Administrator & Partner Liaison in North Shields 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.