Senior Client Experience Executive in North Shields

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 and 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 client’s.

· 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 clients 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 Client’s.

· 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 por