Associate Consulting Partner - Health & Protection
Purpose of the job:
The Health & Protection area of the business is an important element of the Foster Denovo/Secondsight business and growth strategy.
The role is focussed on retaining and developing a portfolio of SME Healthcare clients, advising and placing insurance for employers and clear, suitable, advice and service to delight clients.
Input into new client opportunities will be required, working as part of a team to present appropriate Healthcare solutions.
The role scope covers the advising clients, planning, managing and delivering renewals. Administration support will be provided. Travel to client premises might be required.
Job Summary:
- Overall responsibility for a block of Healthcare schemes for a range of corporate clients, which will include:
- Administration as required
- Fact Find/initial advice calls
- The preparation of quote specifications, review of quotations, negotiation with insurers and preparation of review/renewal reports.
- Face to Face and telephone advice meetings with clients
- Generating additional revenue opportunities from the client book.
- Involvement in new business opportunities as directed.
- Ensure familiarity with, and stay abreast of, developments within the industry, including changes in products and legislation.
Key skills and personal attributes:
- Strong desire to do an excellent job, to get things right first time and to have a naturally excellent customer services ethic.
- Keen to progress and develop role, with a desire to grow personally and learn new skills.
- A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing advice.
- An articulate communicator.
- Team player
- Honesty, integrity and ability to maintain confidentiality.
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)
- Locations
- London, Weybridge
- Remote status
- Hybrid
About Foster Denovo
We are a multi-award-winning national firm of financial advisers, established in 2005. Our expertise lies in providing specialist financial advice, services, and investment solutions for individuals, families, businesses, and charities. With over 30 prestigious industry awards and Platinum accreditation from Investors in People, we are proud to be recognised at the highest level.
At Foster Denovo, our focus is always on people. We strive to meet every need and viewpoint, whether personal or corporate. This commitment to excellence has earned us an enviable reputation among businesses, partners, employees, and clients alike.
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