At a Glance
- Tasks: Support high net worth clients and Partners with top-notch administration and client service.
- Company: Join Foster Denovo, a leading financial advisory firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, discretionary bonuses, and a generous pension scheme.
- Other info: Be part of a dynamic team with excellent career growth opportunities.
- Why this job: Make a real difference in client relationships while developing your skills in finance.
- Qualifications: Strong organisational skills and a passion for client service are essential.
The predicted salary is between 29700 - 36300 £ per year.
Purpose of the job: To help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to Partners and their high net worth clients. This allows our Partners to focus on the client relationship and developing relationships with new clients.
Job summary: Reporting directly to our Client Relationship Manager and working within the Private Wealth team, the role holder will support our Partner(s). A key part of this role is organisation and management of workload, including but not limited to: data entry, requesting and chasing client & policy information, to enable Partners to provide recommendations to new & existing clients. The role holder will involve client contact as well as further general responsibilities to host training sessions and support the wider team with queries and general support.
Key skills and personal attributes:
- To have a thorough understanding of Foster Denovo’s advice processes and systems.
- Understanding of the Financial Conduct Authority (FCA) regulatory requirements and Compliance processes in which Foster Denovo operate.
- To have a good 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.
- To manage relationships with our Partner(s) and become their first point of contact on any queries from their clients.
- To familiarise themselves with each client's circumstances, objectives and timescales to ensure that we are able to deliver against or where possible exceed the clients' expectations by providing a personalised service.
- To liaise with our Partner(s) and Paraplanners to ensure that we are able to deliver against a client’s expectations and highlight any concerns or potential issues.
- To support our Partner(s) with the preparation for meetings, obtaining information from providers and producing client packs as required.
- To collate all documentation and ensure that the New Business pack is complete and compliant prior to submitting applications to providers.
- Obtain regular updates from the providers until the plan is in force or the investment has been made, keeping the client and Partner(s) updated.
- To work with our Partner(s) to help them understand the importance of and follow the handover process so that we can deliver good outcomes for them and their clients.
- To provide regular updates to the Partner(s) and Clients to ensure that the clients are kept fully updated and value the service they receive from Foster Denovo.
- Be the main point of contact for Client’s administration queries.
- Provide training and mentoring support for Client Experience Executives (CEE) and Client Experience Administrators (CEA).
- To participate in appropriate company and departmental training, competence and development initiatives.
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
Senior Client Experience Executive 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.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Experience Executive in North Shields
✨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 Senior Client Experience Executive in North Shields
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.
