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Weybridge

    Client Experience Executive - Weybridge, United Kingdom - Foster Denovo

    Foster Denovo
    Foster Denovo Weybridge, 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

    To help to deliver Foster Denovo's Private Wealth Proposition by delivering a first class support service to Private Wealth Partners.

    What we need

    • Manage relationship with Partners and become their first point of contact on any queries.
    • Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers. Obtain regular updates from the providers until the plan is in force or the investment has been made, keeping the client and Partner updated.
    • Input any electronic applications forms as required.
    • Liaise with Partners and Paraplanners to ensure that we are able to deliver against a client's expectations and highlight any concerns or potential issues.
    • Provide regular updates to the Partner and clients to ensure that the clients are kept fully updated and value the service they receive from Foster Denovo.
    • Provide general day to day support to the Client Experience Team Leader (Private Wealth Admin) and all relevant Partners.
    • Prepare personalised client packs for Partners prior to client meetings.
    • Obtain information from providers on clients existing financial arrangements.
    • Input all client information into the back office system and ensure all tasks are recorded and acted upon within the agreed timescales.

    Who we need

    • Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure.
    • Confident having challenging conversations with Partners if necessary.
    • An articulate communicator.
    • Outstanding telephone manner with the ability to build rapport quickly.
    • Honesty, integrity and ability to maintain confidentiality.
    • Hard working and responsive to the need to deliver a high quality support service.

    What we offer

    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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