Senior Consulting Partner

Foster Denovo Limited; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

25 days holiday

Discretionary bonus

Pension matching up to 7.5%

Life assurance 4x salary

Income protection 75%

Financial advice access within company

Season tickets loan (interest-free)

Eye care

Childcare vouchers

Shopping discounts portal

Job summary

Foster Denovo/Secondsight is seeking a senior client relationships adviser in Greater London to develop ongoing relationships with corporate clients, identify upsell opportunities, and drive revenue growth. You will work with Principal Partners to transition new clients into Practice and deliver services as outlined in engagement letters.

You will maintain a thorough understanding of Secondsight services, recommend financial wellbeing strategies, and contribute to achieving Practice targets with

Qualifications

• Build and manage relationships with existing clients and understand clients' key business challenges.
• Identify opportunities and upsell services within client accounts.
• Plan and implement business development opportunities to meet growth targets.

Responsibilities

• Maintain ongoing relationships and ensure delivery of services per client engagement letters.
• Collaborate with Partners to transition new clients into Practice.
• Develop understanding of Secondsight services and recommend financial wellbeing strategies.
• Record and report new business deals and income generation.

Skills

Relationship building

Upselling opportunities

Business development planning

Client management

Cross-team collaboration

Client success coordination

MI reporting

Sustainability awareness

Tools

Financial services knowledge

Job description

Purpose of the job:

To develop and maintain ongoing relationships and to provide first class employee benefits advice and guidance to corporate clients.

The role holder will be expected to identify appropriate opportunities and prospect and generate new business from existing clients to meet business quality metrics and revenue growth targets.

Job summary:

Key to this role is the development of effective relationships to support client retention and the generation of revenue from existing client upselling opportunities to meet

The role holder will take ownership and manage multiple client relationships and work collaboratively with Principal Partners in the handover of new clients into Practice, aligned to a Consulting Partner. They will be required to manage the ongoing relationship to ensure the delivery of services and projects as detailed in employers' client engagement letters.

The role holder will be required to maintain a thorough understanding of Secondsight's services and make recommendations to employers on their financial wellbeing strategy.

The role holder will be expected to deliver on their own specific targets and assist in achieving the overall Practice targets, producing regular and meaningful MI.

Key skills and personal attributes:

• Build and manage relationships with existing clients and understand clients' key business and people challenges.


• To manage and deliver the services in the employers' client engagement letters and create additional income opportunities from relevant upselling


• Plan and implement business development opportunities in line with growth and revenue targets


• Work collaboratively with your Practice to ensure delivery of a positive client experience


• Work collaboratively with the acquisition Principal Partners and the client success manager on the transition of new client handover and new business opportunities


• Continue to develop and maintain a detailed understanding of Secondsight services


• Manage the recording and reporting of new business deals and income generation for yourself


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


• To manage and plan projects in line with our sustainability policy, ensuring that Our People, Planet and Governance are considered.

About us

Foster Denovo/Secondsight 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/Secondsight 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)