Purpose of the job:
To help to deliver Foster Denovo’s Client Services Proposition by providing a high quality research and reporting service to high net worth clients and Senior Partners. This allows our Partners to focus on the client relationship and developing relationships with new clients.
Job summary:
You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports.
We successfully deliver high level, complex reports written specifically with our clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team.
Key skills and personal attributes:
Level 4 qualified
Experience of working as a Paraplanner within an IFA environment.
Proven record of conducting research and writing quality Recommendation reports. Focus on client friendly whilst meeting Compliance needs.
Knowledge and experience: · Pre and post retirement. · Pension transfers & SIPP provider. · Investments. · Taxation
Adhering to Foster Denovo’s Service Excellence, you will be expected to always provide
exceptional client service.
- The client is at the heart of our values and therefore all communication should be
bespoke to them and written in concise Plain English.
- Ensure the advice you provide is considerate to the client and appropriate, and if not,
have the confidence to challenge the Partner.
- You will be required to keep up to date with all relevant training and best practice to
enable this standard to be met.
- This includes company and departmental training, competence, and development
initiatives.
- Commitment to pass basic internal financial industry exams set by within 3 months of
employment.
- Regularly provide workflow updates to Partners regarding their cases so they feel in
control and can manage client expectations.
- Have a thorough understanding of the Foster Denovo advice process, reporting format,
pre-approval process and regulatory requirements.
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)
Department
Private Wealth
Locations
Lockington
Remote status
Hybrid
Employment type
Full-time
