About us:
Foster Denovo currently boast over 120 Financial Advisers supported by around 250 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.
Purpose of the job:
To help to deliver Secondsights Proposition by providing a high quality administration and support service to our Employee Benefits Advisers and Partners.
This allows our Partners to focus on the client relationship and developing relationships with new clients. Working closely with our Client Experience Executives and reporting directly to the Client Relationship Manager.
A key part of the role is to produce meeting packs for our Employee Benefits Advisers to take to client meetings, as well as maintaining accurate data on Intelligent Office, our back-office system.
Job summary:
• Prepare personalised client packs for Employee Benefits advisers to use during 2 of 2 client meetings.
• Prepare presentations using our template deck
• Produce salary sacrifice letters as required
• Obtain information from providers on clients existing pension arrangements.
• Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales.
• Ensure that the client file is compliant.
• Submit client files to our Quality Assurance Team for checking and processing
• Upload the necessary documentation into the back-office system and scan other documents as required.
• Raise and send regular invoices to our corporate clients.
• Deal with client and provider correspondence.
• Ensure that the client file is compliant.
• To undertake any other duties commensurate with your grade, skills and experience.
• To participate in appropriate company and departmental training, competence and development initiatives.
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.
• Team player
• 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.
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)
*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)