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Business Operations Assistant
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.
Purpose of the Job:
To support the Business Operations leadership team in Foster Denovo. Business Operations is responsible for the delivery, development, monitoring & reporting and efficiency of propositions, services and processes our clients and Partners (financial advisers) expect in our Private Wealth and Employee Benefits teams. This role is primarily focused on data collation, reporting and analysis.
Job Summary:
- Collating information, proof reading, analysing and producing meaningful reports and management information from data on existing systems, including Board reports and RAG reports using Excel, PowerApps and Word
- Ownership and maintenance of various MI that is produced for Business Operations
- Recommending efficiencies in MI capture and reporting
- Responsible for creating and documenting some system processes
- Assist with the new starter induction plans for Private Wealth and Employee Benefits
- Supporting the production of information for the annual audit
- Ownership of the time reporting system, Harvest & Clockify
- Responsible for producing and analysing Partners' quarterly times/cost statements
- Managing small operational projects
- At times you may be asked to support other managers within the business; and any other ad hoc work
- Participating in appropriate company and departmental training, competence and development initiatives
Key skills and personal attributes:
- Confident working with Excel and a thorough understanding of formulas, pivot tables and other analysis tools are a must
- Enjoys data and analysis
- High follow through, solutions focused and takes responsibility
- Honesty, integrity and ability to maintain confidentiality
- Personable and friendly
- Very organised
- Good at multi-tasking as you will often work on more than one project at a time.
- A positive, friendly service-orientated person with a "can do" attitude who is aware of the important role played by advisers and staff in providing financial advice.
- 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 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)
