AddressJoin our London/Weybridge team as a CEA and take your first steps towards a career in financial advice! In this entry level role you will learn the ins and outs of the financial services, regulations and processes. We will nurture your natural talents whilst developing your skills and helping you strive towards your career goals.
Our London and Weybridge offices are a close knit team of pension administrators.
Your Role
- Manage relationship with Partners and become their first point of contact on any queries.
- Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers. Obtain regular updates from the providers until the plan is in force or the investment has been made, keeping the client and Partner updated.
- Input any electronic applications forms as required.
- Liaise with Partners and Paraplanners to ensure that we are able to deliver against a client’s expectations and highlight any concerns or potential issues.
- Provide regular updates to the Partner and clients to ensure that the clients are kept fully updated and value the service they receive from Foster Denovo.
- Provide general day to day support to the Private Client Services Manager and all relevant Partners.
- Prepare personalised client packs for Partners prior to client meetings.
- Obtain information from providers on clients existing financial arrangements.
- Input all client information into the back office system and ensure all tasks are recorded and acted upon within the agreed timescales.
- Upload the necessary documentation into the back office system and scan other documents as required.
- Ensure that the client file is compliant.
- Be responsible for scanning and archiving client filles.
About you
- Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure.
- Outstanding telephone manner with the ability to build rapport quickly.
- Hard working and responsive to the need to deliver a high quality support service.
- Attention to detail and high standards of work
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.
- 25 days holiday (increasing by an additional day per annum up to 30 days)
- Matched contributory Group Personal Pension of up to 7.5%;
- Life assurance of up to 4 x your salary;
- Hybrid working with options for home working and flexible hours.
- Interest free season tickets loans, eye care and childcare vouchers.
- Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
About Us
With over 75 Financial Advisers supported by around 170 employees in 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.
