Client Experience Administrator

Foster Denovo; Lockington; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

25 days holiday

Discretionary bonus

Pension match up to 7.5%

Life assurance up to 4x salary

Income protection 75% of base salary

Access to company financial advisers

Interest-free season-ticket loans

Eye care and childcare vouchers

Shopping discounts portal

Job summary

Foster Denovo seeks an organized, service-focused admin/Client Experience Assistant to support Private Wealth Partners and clients. You will handle client packs, data entry in Intelligent Office, and form submissions while maintaining data quality and high service standards.

You will work with reception cover and provide day-to-day admin support, helping the team deliver an exceptional client experience across UK offices.

Qualifications

• Positive, friendly service attitude and awareness of advisers' role.
• Clear and effective communication, both written and verbal.
• Honesty, integrity and ability to maintain confidentiality.
• Hard-working, detail-oriented and reliable.

Responsibilities

• Understand the advice process, file requirements and FCA/regulatory standards.
• Follow processes to provide personalized, high-quality client service.
• Prepare client packs for Partners before meetings, per SLAs.
• Input information into Intelligent Office and maintain data quality.
• Enter client details on forms for processing by the Client Experience Executive.
• Provide updates to Client Experience Executives and support reception.
• Process submissions using the submissions checklist.

Skills

Service-oriented

Articulate communicator

Confident telephone manner

Confidentiality

Attention to detail

Team orientation

Job description

Purpose of the job:

To help to deliver Foster Denovo’s Private Wealth Proposition by delivering a first class support service to Private Wealth Partners and their clients. This allows our Partners to focus on the client relationship and developing relationships with new clients.

Job summary:

• To have a thorough understanding of the advice process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these agreed service standards.
• To follow Foster Denovo processes to deliver what clients and our Partners perceive to be a personalized and high-quality service.
• Prepare personalized client packs for Partners prior to client meetings, in accordance with agreed format and SLAs.
• Complete post review meeting work and evidence of review
• Contact providers to obtain valuations and up to date plan information.
• Input all information into our back-office system (Intelligent Office) to the required data quality standard.
• Enter client details onto application forms for the Client Experience Executive to process.
• Provide regular updates to Client Experience Executives to enable them to keep clients and Partners updated.
• Provide general day-to-day admin support to allocated Client Experience Executives as relevant.
• Process submissions using our submissions checklist
• Provide cover for our reception team as and when required.
• Provide support with incoming and outgoing post as required.

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.
• Confident telephone manner with the ability to build rapport quickly
• 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.
• Ability to work on own initiative as well as part of a team

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 portal (discounts on holiday, gym and high street retailers)