Client Experience Team Leader

2 weeks ago

Weybridge, United Kingdom Foster Denovo Full time

**Location**

Weybridge

**Application Deadline**

Friday, June 28, 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.

**Job Summary**

Working in a growing team (currently 8) to provide administrative support to 5 Partners

The key aspects of this role are to build strong relationships with our Partners, manage the workload in accordance with our processes and ensure the ongoing development and growth of the team.

**What we need**
- To have a thorough understanding of the advice process, Foster Denovo’s systems and processes and the regulatory requirements imposed by the FCA, and ensure these are reflected in work.
- To follow Foster Denovo processes to deliver what clients perceive to be a personalised and high quality service.
- To effectively Line Manage a group of Client Experience Executive’s to provide a consistently high quality of service within service standards. This involves effective performance management through continuous business objectives.
- Work with Partners to help them understand the importance of and follow the handover process so that we can deliver good outcomes for them and their Clients in the most efficient way.
- Identify efficiencies or enhanced processes and services by proactively obtaining feedback from Partners and Clients to ensure that the team continue to develop and delight clients.
- To participate in appropriate company and departmental training, competence and development initiatives.

**Who we need**
- Ability to think laterally, challenge current process, and find ways to improve the service.
- A commercial awareness of the cost of writing new business and delivering advice.
- Excellent verbal and written communication skills.
- Excellent organisation and prioritisation skills.
- Excellent knowledge of Microsoft Office e.g. Word, Excel, PowerPoint & Outlook.
- Ability to handle multiple tasks, work to tight deadlines & stay focused under pressure.
- Team player but able to work independently & collaboratively with different teams.
- Solution orientated, self-motivated and able to work on own initiative.
- 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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