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Client Relationship Executive

3 months ago

Weybridge, Surrey, United Kingdom Foster Denovo Full time

Location
Weybridge

Application Deadline
Monday, June 24, 2024

Job Summary

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 act as a client's main point of contact, providing a 5* level of service as standard to both the client and Partner you're working with.


A key part of this role is to work with main contacts at each client location (such as HR teams) in order to organize regular meetings and presentations.


You will be working for one Partner and two relationship managers who will both be providing work for you to complete so managing workload and their expectations is very important.


You will need the ability to adapt your level of involvement from one client to the next based upon their client status and juggle numerous jobs at one time.


Job Summary:

  • To organise 121 meetings and Presentations including sending invitations, booking rooms etc.
  • Work directly with HR teams to provide them with whatever they may need and hold client meetings
  • To build Presentations from a deck of approved slides provided
  • Production of client facing reports
- keeping client info and records up to date

  • To obtain valuations, contribution breakdowns etc. from either an insurers online system or by ordering via telephone
  • To build a relationship with your client so they are always comfortable asking you for help, no matter the circumstances and be the first contact point with clients.
  • To set up workflow within Intelligent office so it can manage your workload and to put together packs for adviser meetings
  • Provide support to Practice Manager and Practice Director where appropriate
  • Send regular communications and updates to corporate clients.
  • To produce invoices for our clients as and when required and chase any outstanding invoices after 30 days and be responsible for income tracking
  • Assist with the production of monthly MI by maintaining central spreadsheets and activity log.
  • To continuously meet Fit & Proper and TCF requirements, fully participating in appropriate training, competence and development initiatives.

Key skills and personal attributes:

  • Confident and approachable
  • Personable and able to use initiative
  • Able to understand the goals and aspirations of our clients
  • Team player
  • Selfstarter
  • Energetic in approach

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)