Client Experience Team Leader (Health & Protection)

Foster Denovo; Weybridge; Hybrid; GBP 40,000; Full time

Job summary

A leading financial advisory firm seeks a Client Experience Team Leader to enhance their Health & Protection services. This role involves managing a team, ensuring exceptional client support, and contributing to service improvements. Join a supportive culture with a strong commitment to employee development.

Benefits

25 days holiday

Pension contribution match up to 7.5%

Life assurance up to 4x salary

Income protection of 75% of salary

Interest-free season ticket loans

Shopping discounts benefits portal

Qualifications

• Responsible for day-to-day management of the team and performance reviews.
• Develop and maintain client relationships.
• Support advisers with re-broking and reviewing schemes.

Responsibilities

• Lead, coach and develop direct reports within the H&P team.
• Manage client contact and back-office administration.
• Coordinate administration of schemes including renewals and claims.

Skills

Leadership

Client Relationship Management

Team Management

Performance Management

Communication

Job description

Client Experience Team Leader (Health & Protection)

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Client Experience Team Leader (Health & Protection)

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About Us

Foster Denovo currently boast over 120 Financial Advisers supported by around 350 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.

About Us

Foster Denovo currently boast over 120 Financial Advisers supported by around 350 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, were 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 employee of choice..

Purpose Of The Job

To help to deliver Foster Denovos growing H&P proposition, the role holder will be part of a team who provides a high-quality central administration and support service to corporate clients. This service allows Principal Partners and Consulting Partners to primarily focus on building existing client relationships and developing new clients.

The role holder will also form part of the H&P Leadership Team to ensure we provide exceptional support to the Principal Partners and Consulting Partners and H&P team.

Job Summary

Lead, coach and develop direct reports within the H&P team.

Work within the wider H&P team while managing their own day-to-day clients and workload.

The role holder will be responsible for regular client contact as well as back-office administration and supporting advisers and Principal Partners and Consulting Partners on existing and new business.

Key Skills And Personal Attributes

As a Line Manager, to be directly responsible for the day-to-day management of the team including effective resourcing, delegation of tasks, workload management, performance management (via monthly continuous performance reviews), development and engagement. Managing Employee Relations processes in line with FD policy with support from HR.

Deal with queries from their team as the first line of support.

Proactively work with H&P Practice Manager, and wider team, on the successful delivery of services.

Identify and work with H&P Operations Manager to continuously improve process and procedures.

Manage team income expectations

Ensure the smooth running of assigned portfolio on a day-to-day basis

Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels.

Co-ordinate administration of schemes including renewals, medical underwriting, market reviews, claims escalation and accounts assistance.

Maintain client records and data in line with Secondsight systems and protocols.

Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping Advisers informed as appropriate.

Support Advisers with the re-broking and reviewing of schemes.

Collate market review information, negotiate with insurers and draft renewal reports/ emails. Contribute positively as required to broader H&P team and FD initiatives.

To participate in appropriate company and departmental training, competence, and development initiatives.

What We Offer You

Foster Denovo has an open, mutually supportive, knowledge-sharing culture. Its 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)
  
  

LocationsLondon, WeybridgeRemote statusHybrid

About Foster Denovo

We are a multi-award-winning national firm of financial advisers, established in 2005. Our expertise lies in providing specialist financial advice, services, and investment solutions for individuals, families, businesses, and charities. With over 30 prestigious industry awards and Platinum accreditation from Investors in People, we are proud to be recognised at the highest level.

At Foster Denovo, our focus is always on people. We strive to meet every need and viewpoint, whether personal or corporate. This commitment to excellence has earned us an enviable reputation among businesses, partners, employees, and clients alike.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Health Care Provider

• Industries

  Hospitals and Health Care

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