Financial advisory support occupations Work, Jobs in United Kingdom (with Salaries)

Client Experience Administrator - Health and Protection (Corporate Healthcare)
Foster Denovo —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
- Employee discount
14h
Trainee Financial Adviser
Mattioli Woods —Stockport
- Travel
Graduate/Entry Level Operations Specialist (Financial Advice)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Flexible schedule
Quick apply
Operations Specialist (Financial Advice) (Data Gathering)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Financial services
- Time management
Quick apply
Financial Planning Associate - East Midlands
Atomos —Nottingham
- Hybrid work
- CRM software
- Organisational skills
- AI
Adviser Support Executive, Financial Services
Burfields House Wealth Management —Goudhurst
- Full-time
- Computer literacy
- Travel
- Financial services
- Annual leave
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year
Client Experience Administrator - Health and Protection (Corporate Risk)
Foster Denovo —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
- Employee discount
14h
International Financial Planning Associate
Skybound Wealth Management —London
- £24,000 - £26,000 a year
- Full-time
- Business development
- No degree
- Recruiting
- Work from home
Quick apply
5d
Financial Services Administrator
FNZ —Leicester
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Trainee Financial Adviser
Skipton Building Society —Field Based
- £35,000 a year
- Full-time
- CRM software
- Travel
- Communication skills
- Annual leave
Financial Services Trainee - Career Development Plan
BoulterBowen WealthCare —Exeter
- £26,000 - £28,000 a year
- Full-time
- Salesforce
- Organisational skills
- Financial services
- Life insurance
Quick apply
14d
Financial Planning Associate - Manchester
Atomos —Sale
- Hybrid work
- CRM software
- Organisational skills
- AI
2027 | EMEA | London | Wealth Management, Private Wealth Management | WMP One Year Work Placement
Goldman Sachs —London
Entry-Level Financial Advisor
deVere Group —London
- £30,000 - £50,000 a year
- Full-time
- Business development
- Financial services
- In-person
Quick apply
Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
13d
Financial Planning Associate - Fareham
Atomos —Fareham
- Hybrid work
- CRM software
- Organisational skills
- AI
Part Time Desk Assistant - Investment Management
Argentis Group Limited —Bath
- Part-time
- Microsoft Word
- CRM software
- Computer literacy
- Employee discount
Quick apply
14d
Trainee Financial Planning Administrator
Churchgate Accountants —Bury St. Edmunds
- Full-time
- Computer skills
- Communication skills
- Employee assistance programme
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply

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Client Experience Administrator - Health and Protection (Corporate Healthcare)

Foster Denovo -
London

Apply Now

Job details

Permanent
14 hours ago

Benefits

Company pension
Discounted gym membership
Employee discount
Childcare

Qualifications

Microsoft Powerpoint
Microsoft Word
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Organisational skills
Communication skills

Full job description

Purpose of the job:

To provide a high-quality administration and support service to the Health and Protection Corporate Healthcare Team.

Job summary:

Reporting directly to the Corporate Healthcare Support Team Leader, the role holder will be responsible for supporting more senior members of the support team with helping advisers with existing and new business.

Additional Information:

A strong desire to develop through our career pathways, to potentially become an adviser in the future, which may require commitment to passing relevant industry exams within set time periods.

Key skills and personal attributes:

Proven track record working in a client focused administrative role.

Excellent telephone manner with the ability to build rapport quickly.

Excellent verbal and written communication skills.

Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focussed under pressure.

Excellent attention to detail.

Team player but must be able to work independently and use own initiative.

Good knowledge of Microsoft Office packages including Word, Excel, Powerpoint and Outlook.
Provide administrative support to assist the management of Healthcare client portfolios for a range of corporate clients.

Support with queries from clients and advisers.

Support the renewals and market reviews of schemes.

Support the provider invoicing process, including checking invoices, chasing unpaid income and liaising with the Turnover and Finance teams.

Support processing membership changes within schemes.

Maintain accurate client records and data in line with Secondsight systems and protocols.

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)

Apply Now

Refine Your Search

financial advisory support occupations jobs in united kingdom

Client Experience Administrator - Health and Protection (Corporate Healthcare)

Trainee Financial Adviser

Graduate/Entry Level Operations Specialist (Financial Advice)

Operations Specialist (Financial Advice) (Data Gathering)

Financial Planning Associate - East Midlands

Adviser Support Executive, Financial Services

Client Service Executive (Investment Management)

Client Experience Administrator - Health and Protection (Corporate Risk)

International Financial Planning Associate

Financial Services Administrator

Trainee Financial Adviser

Financial Services Trainee - Career Development Plan

Financial Planning Associate - Manchester

2027 | EMEA | London | Wealth Management, Private Wealth Management | WMP One Year Work Placement

Entry-Level Financial Advisor

Financial Services Administrator

Financial Planning Associate - Fareham

Part Time Desk Assistant - Investment Management

Trainee Financial Planning Administrator

Associate Financial Advisor - Hybrid

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