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 growing H&P proposition, the role holder will be part of a team who provides a high-quality central administration and support service to corporate clients. This service allows Principal Partners and Consulting Partners to primarily focus on building existing client relationships and developing new clients.
Job summary:
* Working within the wider H&P team while managing their own day-to-day client and workload.
* Reporting directly to the Client Experience H&P Team Leader/Practice Manager.
* The role holder will be responsible for regular client contact as well as back-office administration and supporting advisers and Principal Partners and Consulting Partners on existing and new business.
Key skills and personal attributes:
* Assist with the general administration of benefits, which will include:
* Ensure the smooth running of assigned client portfolio on a day-to-day basis.
* Develop, maintain and cultivate a constructive and professional relationship with clients and insurers at all levels.
* Co-ordinate administration of schemes including renewal accounts, membership data, market reviews, claims and medical underwriting processing.
* Maintain client records and data in line with Secondsight systems and protocols.
* Independently respond to queries from both clients and insurers in a pro-active manner, whilst keeping advisers informed as appropriate.
* Support advisers with the re-broking and reviewing of schemes.
* Collate market review information, negotiate with insurers and draft renewal reports/emails.
* Contribute positively as required to broader H&P team and FD initiatives.
* To participate in appropriate company and departmental training, competence and development initiatives.
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)
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