Client Experience Team Leader (Health & Protection)

Foster Denovo Limited; London; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading company in financial services seeks a team leader for its H&P division in London. This role involves managing a team, maintaining client relationships, and ensuring operational excellence. The ideal candidate will have strong leadership skills and a commitment to client service, contributing to a supportive and innovative workplace.

Benefits

25 days holiday, increasing to 30 with service

Company-matched pension contributions up to 7.5%

Life assurance of up to 4x salary

Income protection at 75% of basic salary

Interest-free season ticket loans

Shopping discounts on holidays and gyms

Qualifications

• Experience in managing teams and client portfolios.
• Strong interpersonal skills for client and team interactions.
• Ability to identify and implement process improvements.

Responsibilities

• Lead and develop the H&P team members.
• Manage client contact and support advisers.
• Coordinate administration of schemes and maintain client records.

Skills

Team Management

Client Relationship Management

Process Improvement

Collaboration

Job description

About us

Foster Denovo currently boasts over 120 Financial Advisers supported by around 350 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. We aim to delight every client we come into contact with.

Joining the Foster Denovo family means benefiting from our reputation and industry experience. We are driven by core values, and our friendly, stakeholder-focused culture has been praised by employees, clients, and partners alike.

We are proud to hold the platinum Investors in People accreditation, demonstrating our commitment to our employees, making us an employer of choice.

Purpose of the job

• To deliver Foster Denovo’s growing H&P proposition by providing high-quality central administration and support services to corporate clients, enabling Principal and Consulting Partners to focus on client relationships and business development.
• To be part of the H&P Leadership Team, ensuring exceptional support to Partners and the H&P team.

Job summary

• Lead, coach, and develop the H&P team members.
• Manage own clients and workload within the wider team.
• Maintain regular client contact and support advisers and Partners on existing and new business.

Key skills and personal attributes

• Manage the team daily, including resourcing, delegation, performance reviews, development, and employee relations, with HR support.
• Handle team queries as the first support line.
• Collaborate with the H&P Practice Manager and team to deliver services successfully.
• Identify and improve processes with the Operations Manager.
• Manage team income expectations.
• Ensure smooth operation of assigned portfolios daily.
• Build professional relationships with clients and insurers at all levels.
• Coordinate administration of schemes, including renewals, underwriting, reviews, claims, and accounts.
• Maintain accurate client records in line with systems and protocols.
• Respond proactively to client and insurer queries, keeping Advisers informed.
• Support Advisers with scheme re-broking and reviews.
• Gather market review data, negotiate with insurers, and draft renewal reports/emails.
• Contribute to broader team and company initiatives.
• Participate in training and development activities.

What we offer you

Foster Denovo fosters an open, supportive, and knowledge-sharing culture, encouraging innovative thinking for the benefit of our clients.

Our benefits package includes

• 25 days holiday, increasing up to 30 days with service.
• Company-matched pension contributions up to 7.5%.
• Life assurance of up to 4x salary.
• Income protection at 75% of basic salary for long-term sickness.
• Access to financial advisers within the company.
• Interest-free season ticket loans, eye care, and childcare vouchers.
• Shopping discounts on holidays, gyms, and high street retailers.