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- Tasks: Assist in preparing client files and conducting investment audits.
- Company: Join a multi-award-winning financial advisory firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, a discretionary bonus, and hybrid remote options.
- Why this job: Be part of a team that values innovation and customer experience.
- Qualifications: Positive attitude, excellent communication skills, and a desire to learn.
- Other info: Participate in training initiatives, including AI-related training.
The predicted salary is between 28800 - 43200 £ per year.
About Us Foster Denovo currently boasts over 120 Financial Advisers supported by around 300 employees across eight offices throughout the UK. We have the scale and resources 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. As such, we aim to delight every client we come into contact with. When you join the Foster Denovo family, you benefit from our reputation and years of industry experience. We are driven by core values, and our friendly, stakeholder-focused culture has been praised by employees, clients, and partners alike. Foster Denovo is proud to hold the platinum Investors in People accreditation, demonstrating our commitment to our people and making us an employer of choice.
Purpose of the Job The Central Paraplanning Team delivers complex reports written in Plain English, focused on our clients. This is achieved through a high level of service and expertise both individually and as a team. This role involves preparing client files assigned to the team, ensuring all necessary information is on file for efficient work by Paraplanners. Cases are to be added to our workflow WILF and time recording tool Harvest. Completing Investment Audits (IA) and maintaining weekly contact with our Investment Team are also key responsibilities.
Job Summary Understand the Foster Denovo advice process, reporting formats, pre-approval procedures, and regulatory requirements. Accurately complete Investment Audits to assess the suitability of transitioning to the Dynamic Portfolios. Support the team with research to prepare cases and handle ad hoc requests, confidently challenging Partners with senior team support. Communicate case progress to Partners and support teams. Share ideas and best practices within the team, focusing on customer experience and process improvements. Perform other duties as appropriate to skills and experience. Participate in training and development initiatives, including AI-related training. Promote a positive team culture by collaborating with other teams and departments.
Key Skills and Personal Attributes A positive, friendly, service-oriented attitude with a proactive approach, understanding the adviser’s role in providing financial advice. Excellent communication skills at all levels. A desire to learn, extend skills, and challenge oneself. Honesty, integrity, and confidentiality. Ability to work under pressure and meet deadlines. Hardworking, responsive, and committed to high-quality support. Exceptional attention to detail and high standards of work.
What We Offer You Foster Denovo fosters an open, supportive, knowledge-sharing culture that encourages innovative thinking for the benefit of our clients.
Our Benefits Package Includes:
- 25 days holiday, increasing by one day per year up to 30 days
- Discretionary bonus
- Company match of personal pension contributions up to 7.5%
- Life assurance of up to 4x salary
- Income protection at 75% of basic salary during long-term sickness
- Access to company financial advisers for personal financial advice
- Interest-free season ticket loans, eye care, and childcare vouchers
- Shopping discounts on holidays, gyms, and retailers via our benefits portal
Locations London, North Shields, Hybrid remote options available.
About Foster Denovo Established in 2005, Foster Denovo is a multi-award-winning national firm of financial advisers. We provide specialist advice, services, and investment solutions for individuals, families, businesses, and charities. With over 30 industry awards and Platinum accreditation from Investors in People, we are committed to excellence. Our focus is on people. We aim to meet every need and viewpoint, whether personal or corporate, earning a reputation for quality among clients, partners, and employees.
Research Assistant employer: Foster Denovo
Contact Detail:
Foster Denovo Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Research Assistant
✨Tip Number 1
Familiarise yourself with Foster Denovo's advice process and reporting formats. Understanding their specific procedures will not only help you in the role but also demonstrate your commitment to aligning with their values during the interview.
✨Tip Number 2
Engage with current employees on platforms like LinkedIn to gain insights into the company culture and expectations. This can provide you with valuable information that you can reference in conversations, showing your genuine interest in the team.
✨Tip Number 3
Prepare to discuss your experience with research and data analysis, as these skills are crucial for the Research Assistant role. Be ready to share examples of how you've successfully handled similar tasks in the past.
✨Tip Number 4
Highlight your proactive attitude and willingness to learn during interviews. Foster Denovo values a service-oriented mindset, so showcasing your enthusiasm for personal development and teamwork will resonate well with their culture.
We think you need these skills to ace Research Assistant
Some tips for your application 🫡
Understand the Company: Before applying, take some time to understand Foster Denovo's values, culture, and the specifics of the Research Assistant role. This will help you tailor your application to align with their mission and demonstrate your genuine interest.
Tailor Your CV: Make sure your CV highlights relevant experience and skills that match the job description. Emphasise your communication skills, attention to detail, and any previous experience in research or financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of Foster Denovo that resonate with you and explain how your background makes you a great fit for the team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Foster Denovo
✨Understand the Company Culture
Before your interview, take some time to research Foster Denovo's values and culture. They pride themselves on a friendly, stakeholder-focused environment, so be prepared to discuss how your personal values align with theirs.
✨Showcase Your Communication Skills
As a Research Assistant, excellent communication is key. Be ready to demonstrate your ability to convey complex information clearly and effectively, both in your responses and by asking insightful questions during the interview.
✨Highlight Attention to Detail
Given the role's focus on preparing client files and completing Investment Audits, emphasise your attention to detail. Share examples from your past experiences where your meticulousness led to successful outcomes.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to work under pressure. Prepare scenarios where you successfully managed tight deadlines or handled challenging situations, showcasing your proactive approach.
