About Us
Foster Denovo currently boast over 120 Financial Advisers supported by around 250 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 employer of choice.
What we need
- A good knowledge of pensions and investments
- Experience of providing an outstanding service to high-net-worth clients.
- Experience delivering and developing marketing plans
- Event organization
- Experience of working within an IFA environment,
- Developing and maintaining good working relationships with IFAs and their staff.
- Previous experience of scheduling and managing a diary.
- Previous marketing experience inc dealing with agencies, compliance approval and social media
- Excellent organisational skills, with the ability to prioritise effectively and stay focused under pressure.
- Previous experience coaching and motivating admin staff
Main Responsibilities
- Management at least one senior member of the admin team and conducting regular appraisals, monitoring performance and development areas and other managerial duties as required ensuring the effective and efficient running of the team and practice.
- Oversee revenue for Partners ensuring fees are paid and collected when due and working closely with the team to proactively push through open cases
- To interface with the Client Experience Team, Paraplanners and Clearview Operations Team to ensure effective delivery of the Foster Denovo Private Client Experience.
- Work alongside other practice managers and team leaders to review processes to enhance the client experience as well as identify efficiencies within the business
- Deal with any issues raised in a prompt, polite and professional manner
- Identify client or business opportunities
- Assisting in the delivery of marketing projects, including large scale events if necessary.
- Design and production of client and internal marketing collateral to brand guidelines.
- Manage practice MI including business submitted, files completed compliantly, cases issued, clients signed to Quantum/Select tracking trail payments when due
- 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)
- 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)