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Associate Client Servicing
4 months ago
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 Client Services Proposition by providing a high quality administration and support service to corporate pension clients and trustees and internal colleagues, To proactively help deliver administration services to a portfolio of clients. The role holder will ultimately be responsible for following internal processes, direct contact with clients and working closely with colleagues.
What we need
- To have a thorough understanding of the sales process, client file requirements and the regulatory requirements imposed by the FSA and deliver against these to agreed service standards.
- To follow Foster Denovo processes to deliver what clients perceive to be a personalised and high quality service.
- To have a good understanding of the workflow and be able to deliver and report against the various tasks, ensuring that all internal interested parties can easily review the current status of each client.
- To participate in appropriate company and departmental training, competence and development initiatives.
Who we need
- A positive, friendly service-orientated person with a "can do" attitude who is aware of the important role played by support.
- 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.
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)
