- 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 Private Client Services Manager 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.
- Upload the necessary documentation into the back office system and scan other documents as required.
- Ensure that the client file is compliant.
- Be responsible for scanning and archiving client files.
- To undertake any other duties commensurate with your grade, skills and experience.
- 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.
- Attention to detail and high standards of work.
- 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)
-
Customer Experience Administrator
2 weeks ago
Page Personnel Secretarial & Business Support Walton-on-Thames, United KingdomThis is a great opportunity to join global business in Walton-On-Thames as a Customer Experience Administrator. · **Client Details** · My Client are a global organisation within Manufacturing and Production looking to hiring on a permanent basis into their Customer Experience tea ...
-
Student Experience Administrator
3 weeks ago
Study Group Egham, United Kingdom**Contract type**: Part Time hours per week) - Permanent · **Location**:Egham, Royal Holloway International Study Centre · **Salary**: up to £13000 per annum · **JOB OVERVIEW** · The purpose of this role is to support international students in non-academic areas at our study cent ...
-
Patient Experience Administrative Co-ordinator
2 weeks ago
Ashford and St. Peter's Hospitals NHS Foundation Trust Chertsey, United KingdomAn exciting opportunity has arisen within the Patient Experience and Involvement Department at St Peters Hospital. This is a fantastic full time opportunity for a highly motivated individual who has the enthusiasm and ability to work in a challenging but equally rewarding NHS tea ...
-
Customer Experience Administrator
1 week ago
Cinch Cars Hook, United KingdomMarch 01, 2023 · - **Advert ID**:376649 · - **Job Reference**:GP739596HooCEA · - **Location**:Hook · - **Job Type**:Contract · - **Salary**:£ to £ per year · **Location - **Hook, Hampshire · **Shift pattern - **Monday to Friday (9:00 - 17:30) · **Salary -** £23,000 - £26,000 with ...
-
Vantage Data Centers London, United KingdomÀ PROPOS DE VANTAGE DATA CENTERS · Vantage s'engage à être un lieu de travail d'inclusion, d'équité, de respect et d'acceptation. Nous célébrons la diversité et cherchons intentionnellement des occasions d'apprendre des expériences de chacun. · Vantage Data Centers alimente, refr ...
-
Administrator with Retail Experience
3 weeks ago
Tiger Recruitment Ltd West London, United KingdomWe are looking for an Administrator with good experience in wholesale or retail. · This is a temporary role starting in the new year. · Key role aspects: · - Downloading and recording information · - general admin for the wholesale team · - good use of excel · - strong attention ...
-
Student Experience Administrator
3 weeks ago
Study Group UK Ltd Guildford, United KingdomLocation: University of Surrey International Study Centre · Contract Type: Part Time - Permanent (22.5 hours, flexible) · **Salary**: up to £22,500 per annum (FTE) · JOB OVERVIEW · The purpose of the role is to support the Administration Manager with the delivery of an efficient ...
-
Student Experience Administrator
3 weeks ago
Study Group UK Ltd Guildford, United KingdomLocation: University of Surrey International Study Centre · Contract Type: Full Time - Permanent (37.5 hours) · **Salary**: up to £22,500 per annum · JOB OVERVIEW · The purpose of the role is to support the Administration Manager with the delivery of an efficient academic admin a ...
-
Academic and Student Experience Administrator
2 weeks ago
Study Group Kingston upon Thames, United Kingdom**Contract type**: Full Time (37.5 hours per week) - Permanent · **Location**:Kingston upon Thames, Kingston International Study Centre. · **Salary**:£28,000 per annum · Kingston International Study Centre are looking for an Academic and Student Experience Coordinator with respon ...
-
Administrator with Sims Experience
3 weeks ago
GSL Education Barnet, United Kingdom**Position: Administrator with SIMS Experience** · **Pay: Up to £100 per day** · **Location: Barnet, London** · **Start Date:September 2023** · **Contract Type: 1 year Maternity Cover** · **TimeTable: 29 hours a week, 5 days** · **Pay: £100 a day** · Are you a highly organized an ...
-
Student Experience Administrator
1 week ago
Royal College of Art London, United KingdomFounded in 1837, the Royal College of Art is the world's largest community of postgraduate art and design students. It is also the oldest art and design university in continuous operation and has been ranked as the world 's number 1 art & design university for a remarkable nine c ...
-
People Experience Administrator
2 weeks ago
Policy Expert London, United Kingdom**Job Title **People Experience Administrator · **Department **People Experience · **Reports to** People Experience Advisor · **Location **London · **Who we are** · We're Policy Expert, a Personal lines insurance provider and we're on a mission to shake up the personal insurance ...
-
Work Experience Administrator
2 weeks ago
Eden Brown Synergy London, United KingdomWork Experience Administrator · Kingston, London · Temporary · - 1 month · Salary · - £13 per hour · 3 days a week · - Flexible · Eden Brown are working with a leading provider of Further Education who are recruiting a Work Experience Administrator · If you have hands-on careers ...
-
Administrator with Marketing Experience
3 weeks ago
Crossways Recruitment Ltd Dartford, United Kingdom**Administrator (with Marketing experience)** · **Salary £25k** · **Hours - Monday to Friday 8am - 5pm** · **Location: Dartford** · Working for a large FM company, you will be required to support the Business Development department with new business sales, tender preparation, mar ...
-
Member Experience Administrator
2 weeks ago
Hymans Robertson LLP Abbey Wood, United Kingdom**Role Description** · Do you enjoy working in Customer Service and seeking an opportunity to start your career in Pensions Administration? As a Member Experience Administrator, you would work with a varied portfolio of TPA clients and would play a key part in providing members o ...
-
Study Group Kingston upon Thames, United Kingdom**Contract type**: Full Time (37.5 hours per week) - Permanent · **Location**:Kingston upon Thames, Kingston International Study Centre. · **Salary**:£28,000 per annum · Kingston International Study Centre are looking for an Academic and Student Experience Coordinator with respon ...
-
Employee Experience Administrator
1 week ago
Our Future Health London, United KingdomWe are looking for an Employee Experience Administrator who will act as the first point of contact for internal and external HR queries and who will support the People & Culture team in delivering a supportive and empowering service to the business. · Our Future Health will be th ...
-
Work Experience Administrator
3 weeks ago
Tradewind Watford, United Kingdom**Work Experience Administrator** · **Responsibilities**: · - Develop and maintain relationships with local businesses to secure suitable work experience placements for students. · - Match students to work experience placements based on their interests and abilities. · - Visit st ...
-
Administrator with Finance Experience
1 week ago
Fire Rated Systems Edenbridge, United KingdomResponsibilities (including but not limited to) · - Updating our internal CRM software · - Raising Invoices, Purchase Orders, AoQ forms · - Communicating with clients · - Ensuring our clients meet invoice deadlines and escalating unpaid amounts where necessary. · - Calculating pr ...
-
Girl Experience Administrator
1 week ago
Girlguiding London, United Kingdom**Vacancy Type** · Permanent/Full Time · **Location** · London with hybrid working / and supporting flexible working · **Hours per week** · 35 · **Salary** · £23,981 + £3,500 Location Allowance (LA) per year (rising to £25,182 + LA after successful completion of probation) and ch ...
Client Experience Administrator - Weybridge, United Kingdom - Foster Denovo
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.
Purpose of the Job:
To help to deliver Foster Denovo's Client Services Proposition by delivering a first class support service to Private Client Partners.
Job Summary:
Key skills and personal attributes:
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:
Client Experience Administrator professionals in Weybridge
-
Brin Dorrell
Outgoing, Reliable and Thrive off problem solving