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Support Services Coordinator
2 months ago
Foster Denovo is a leading financial services company with a strong reputation for delivering exceptional advice and service to its clients, advisers, and employees. Our stakeholder community is a key factor in our success, fostering a culture of care and responsibility among our people.
As a valued member of our team, you will play a crucial role in delivering our Client Services Proposition by providing a first-class support service to our Private Client Partners. Your primary responsibilities will include:
- Providing regular updates to the Partner and clients to ensure they are fully informed and value the service they receive from Foster Denovo.
- Offering general day-to-day support to the Private Client Services Manager and all relevant Partners.
- Obtaining information from providers on clients' existing financial arrangements.
- Inputting client information into our back office system and ensuring all tasks are recorded and acted upon within agreed timescales.
- Uploading necessary documentation into the back office system and scanning other documents as required.
- Being responsible for scanning and archiving client files.
We are seeking an individual with outstanding communication skills, the ability to build rapport quickly, and a hardworking attitude. If you are a team player who is responsive to the need to deliver a high-quality support service, we encourage you to apply.
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.
- 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 ticket loans, eye care, and childcare vouchers.
- Shopping discounts benefits portal (discounts on holiday, gym, and high street retailers)
