Client Experience Administrator - Health and Protection (Corporate Risk)

Foster Denovo; Greater London; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

25 days holiday

Discretionary bonus

Pension contribution match up to 7.5%

Life assurance

Income protection

Financial advisory access

Season ticket loans

Eye care

Childcare vouchers

Staff discounts

Job summary

Foster Denovo is seeking an administrative assistant to support the Health and Protection Corporate Risk Team. You will assist advisers with existing and new business, manage client records, and coordinate communications with clients and internal teams.

The role emphasizes high-quality administration, excellent telephone manners, and the ability to work both independently and as part of a close-knit team within a professional financial services environment.

Qualifications

• Proven track record in client-focused admin roles.
• Excellent telephone manner and ability to build rapport quickly.
• Excellent verbal and written communication skills.
• Strong organisational and prioritisation skills; able to handle multiple tasks under pressure.

Responsibilities

• Provide administrative support to help advisers with existing and new business.
• Support renewals and market reviews of schemes.
• Assist with provider invoicing and liaise with Finance teams.
• Maintain accurate client records in Secondsight systems and protocols.

Skills

Client-facing admin

Telephone manners

Communication

Organisational skills

Initiative

Deadline orientation

MS Office

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Outlook

Job description

Purpose of the job:

To provide a high-quality administration and support service to the Health and Protection Corporate Risk Team.

Job summary:

Reporting directly to the SME Risk Support Team Leader, the role holder will be responsible for supporting more senior members of the support team with helping advisers with existing and new business.

Additional Information:

A strong desire to develop through our career pathways, to potentially become an adviser in the future, which may require commitment to passing relevant industry exams within set time periods.

Key skills and personal attributes:

• Proven track record working in a client focused administrative role.
• Excellent telephone manner with the ability to build rapport quickly.
• Excellent verbal and written communication skills.
• Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focussed under pressure.
• Excellent attention to detail.
• Team player but must be able to work independently and use own initiative.
• Good knowledge of Microsoft Office packages including Word, Excel, Powerpoint and Outlook.
• Provide administrative support to assist the management of Risk client portfolios for a range of corporate clients.
• Support with queries from clients and advisers.
• Support the renewals and market reviews of schemes.
• Support the provider invoicing process, including checking invoices, chasing unpaid income and liaising with the Turnover and Finance teams.
• Support processing membership changes within schemes.
• Maintain accurate client records and data in line with Secondsight systems and protocols.

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)