Purpose of the job:

The Client Review Administrator (CRA) will provide a high-quality review delivery service to Partners and their clients. This allows our Partners to deliver a comprehensive review service to their clients.

The CRA will also assist the Client Review Team Leader to develop, enhance and deliver the Private Wealth review service proposition.

Job Summary:

To provide administration duties and support to the Private Wealth Partners and their designated Client Experience Executives (CEE’s) when required. This may include, but not limited to, producing client annual review reports, valuation summaries, cashflow modelling. Dealing with providers by telephone and email to gather the information required, to provide quality review service.

Key skills and personal attributes:

• To have a thorough understanding of Foster Denovo’s processes and systems. Understanding of the Financial Conduct Authority (FCA) regulatory requirements and Compliance processes in which Foster Denovo operate.

• Contact external providers via phone or email to retrieve information relating to investments of clients.

• To help the CEE’s with putting together relevant client review packs for Partners.

• Support with reviews by creating performance review reports, which may include Fastrak, and any supplementary information the Partners require for their review meetings.

• Support the reviews by creating and or updating Voyant cashflow modelling and Timeline for the review meetings when requested by the Partners or Client Review Team Leader.

• Understand and assist with Know Your Client (KYC) input for new clients and existing review clients.

• Data inputting and preparing individual client annual review reports on the teams electronic reporting system.

• Assistance with mailings / mail merges to clients, when needed.

• Provide support with incoming and outgoing post when needed.

• To undertake any other duties commensurate with your grade, skills and experience.

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.

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)