Financial Services Support Specialist

6 days ago


Weybridge, Surrey, United Kingdom Foster Denovo Full time
Company Overview

Foster Denovo is a leading financial services company with a strong presence in the UK. With over 120 financial advisers and 250 employees across eight offices, we have the scale and resource to deliver exceptional advice and service to our clients and partners.

Job Description

We are seeking an experienced Financial Services Support Specialist to join our team. As a key member of our Client Services Proposition, you will be responsible for delivering a first-class support service to our Private Client Partners.

Your primary focus will be on providing regular updates to partners and clients, ensuring they are kept fully informed and value the service they receive from Foster Denovo. You will also provide general day-to-day support to the Private Client Services Manager and relevant partners.

Key Responsibilities
  • Obtain information from providers on clients' existing financial arrangements
  • Input client information into the back office system and ensure all tasks are recorded and acted upon within agreed timescales
  • Upload necessary documentation into the back office system and scan other documents as required
  • Be responsible for scanning and archiving client files
Requirements

To succeed in this role, you will need:

  • Outstanding telephone manner and ability to build rapport quickly
  • Hard working and responsive to the need to deliver a high-quality support service
Benefits Package

We offer a comprehensive benefits package, including:

  • 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
  • Interest-free season ticket loans, eye care, and childcare vouchers
  • Shopping discounts benefits portal (discounts on holiday, gym, and high street retailers)
Salary Estimate

We estimate the salary for this role to be around £25,000 - £35,000 per annum, depending on experience.



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