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    Data Quality Administrator - London, United Kingdom - Foster Denovo

    Foster Denovo
    Foster Denovo London, United Kingdom

    3 weeks ago

    Default job background
    Partnership Permanent
    Description

    About Us

    Foster Denovo currently boast over 120 Financial Advisers supported by around 250 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 gold investors in people accreditation which shows a clear commitment to the people who make us an employee of choice.

    Job Summary

    This new and important role involves you working with our admin teams to ensure we have complete and accurate data for all of our Private Wealth clients.

    Reporting directly to the Data Quality Manager, you will build strong relationships with our Client Experience Executives to continuously review our data to identify efficiencies and ensure that our data is maintained to a high standard.

    This role requires you to work in a small, dedicated team of 3, but to be part of our much larger Client Experience admin team.

    The role requires someone with excellent attention to detail and the ability to work methodically and accurately.

    What we need

    • To have a thorough understanding of the data requirements, Foster Denovo's systems and processes and the regulatory requirements imposed by the FCA, and ensure these are reflected in work.
    • To support the Data Quality Manager with the ongoing monitoring of our client data to ensure that it remains complete and accurate.
    • To support our Client Experience Executives with the production of accurate and high-quality packs for client review meetings.
    • Input Know Your Client data into our back-office system.
    • To support our paraplanning team with collating information required to prepare investment audits.
    • Assist with external and internal audits to investigate and report on client data and documents.
    • To undertake any other duties commensurate with skills and experience; as a growing business the employee must be willing and able to adapt to different situations and be prepared to assist with any necessary tasks as benefits the business.:

    Who we need

    • Ability to build and manage relationships quickly
    • Able to demonstrate delivering a high quality and valued service to Partners.
    • Excellent organisation and prioritisation skills.
    • Excellent knowledge of Microsoft Office e.g. Word, Excel, PowerPoint & Outlook.
    • Ability to handle multiple tasks, work to tight deadlines & stay focused under pressure.
    • Team player but able to work independently & collaboratively with different teams.
    • Ability to follow processes & offer advice on where processes could be improved.

    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)
    • 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)
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