Client Experience Advisor – Private Wealth Support

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

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.