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 platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice.

Purpose of the job:

To help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to corporate clients and your Practice.

This client focused role, involves supporting a number of clients and managing a busy workload to support Consulting Partners and the Practice Manager to deliver a clients’ agreed services.

Job summary:

The successful candidate will be required to provide a consistent first class service to meet and where possible exceed a clients’ expectations.

Working within the pension side of the employee benefits team, a key part of this role is to be the main point of contact for a number of clients, (usually HR teams).

The role holder will be required to manage their own administrative tasks in addition to supporting more junior members of the team.

Juggling multiple pieces of work, this busy role will see the job holder get involved in more in-depth client support tasks, such as governance, feedback reports, uploads and assessments.

Communication is a key part of this role to keep clients and Consulting Partner’s updated. The role holder will need to have a warm and professional demeanour both on the telephone and in written form and the ability to build good relationships with our corporate clients

Key skills and personal attributes:

• Having a thorough understanding of the EB processes, client file requirements and the regulatory requirements imposed by the FCA and deliver against these to agreed service standards.

• Following Secondsight processes to deliver what clients perceive to be a personalised and high quality service.

• Being proficient in the upload of client contribution and assessment files.

• Managing and producing client governance reports.

• Familiarising yourself with each client’s circumstances, objectives and timescales to ensure that we are able to deliver against or where possible exceed the clients expectations. Checking back at the end of the process to ensure all meeting actions have been completed.

• Building relationships with your clients and managing any client queries, responding in a timely fashion and within SLA times.

• Organising and attending client meetings.

• Sending regular communications and updates to corporate clients.

• Managing client feedback, supporting with the annual DCJ with your clients.

• Supporting where required with advisor prep and advisor meeting days.

• Assisting with the production of monthly MI by maintaining central spreadsheets and activity logs.

• Providing regular updates to the Practice Manager and Partners in the practice.

• Supporting on the production of client engagement letters with Consulting Partners.

• Supporting when required in any new client acquisition work.

• Supporting with the training and mentoring of junior team members.

• Undertaking any other duties where required.

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)
• Discretionary bonus
• 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)