About us:

Foster Denovo currently boast over 120 Financial Advisers supported by around 300 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:

The role of the Client Relationship Manager is to work closely with the Partners, managing client relationships on their behalf, enabling the Partner to concentrate on nurturing potential new clients.

They will be responsible for all contact with clients and will deliver an exceptional client experience by building relationships and anticipating client expectations.

The Client relationship Manager will work closely with the rest of the team to provide a consistent level of service to all Partners and their clients.

Job summary:

Reporting directly to the Client Experience Manager, they will be responsible for managing the workload for the relevant Partner(s).

They will be responsible for the management, coaching and development of one or two of our Client Experience Administrator or Executives.

A key part of the role is to support the Client Relationship Manager with the ongoing development of our processes to increase efficiencies across Private Wealth.

Key skills and personal attributes:

• To provide an administration and support service to a group of Partners and their clients.
• 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 have an excellent understanding of the workflow and be able to deliver and report against the various tasks, ensuring that all internal interested parties can easily review the current status of each client.
• Manage the workflow of the Client Experience Executives and Paraplanners, where applicable, prioritising cases where required and helping to resolve issues causing delays
• Build and maintain strong working relationships with all Partners and staff.
• Deal with any issues, complaints and queries raised in a prompt, polite and professional manner
• 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 services by proactively obtaining feedback from Partners and Clients to ensure that the team continue to develop and delight clients.
• Build improvement processes and communicate and embed where appropriate.
• To undertake any other duties commensurate with skills and experience; as a growing business the employee must be willing and able to adapt to different situations and be prepared to assist with any necessary tasks as benefits the business.:

• To participate in appropriate company and departmental training, competence and development initiatives.
• As a Line Manager, to be directly responsible for the day-to-day management of the team including; effective resourcing, delegation of tasks, performance management (via monthly continuous performance reviews), development and engagement. Managing ER processes in line with FD policy with support from HR.
• To manage and plan projects in line with our sustainability policy, ensuring that Our People, Planet and Governance are considered.
• To continuously meet, the regulator’s Fit & Proper requirements.

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)