Client Relationship Executive

Foster Denovo currently boasts 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. 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 is 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.

Purpose of the job:

To provide a first-class administration service to our corporate clients, supporting the delivery of a clients' ongoing pension services as detailed in the client engagement letter.

The job holder will work closely with the rest of their team (Practice), including their Practice Manager, a Principal Partner, and Consultants. As a direct point of contact for clients, the role holder will need to juggle multiple tasks for numerous clients at any one time, meeting both client expectations and those of the Practice.

Job summary:

Key to this role is the development of client relationships and the delivery of a positive client experience as the role holder supports our corporate clients and their employees (members).

The role holder will be responsible for answering client queries, maintaining client information and records, and updating key systems: Intelligent Office and HubSpot.

The role holder will send regular communications and updates to corporate clients and oversee the required updates of client member presentations using approved slide decks.

Working closely with Consulting Partners, the role holder will deliver the admin support required to ensure Consulting Partners are delivering core services and any upselling/project opportunities.

The role holder will seek support and delegate to more junior team members and provide training and guidance where required.

Main Responsibilities:

• Build a rapport and develop client relationships, answering both employer and member queries.
• Prepare data and information in advance of client meetings for Consulting Partners and attend client meetings where applicable.
• Work with providers to obtain data, valuations, and contribution information using insurers' online systems or via telephone.
• Support the delivery of data reporting and writing, including producing Governance reports and attending client Governance meetings where applicable.
• Work with Consulting Partners to identify new business opportunities and support where required on these upselling opportunities with clients.
• Assist with monthly MI reporting and updating activity logs.
• Some administration of pension schemes, including payroll uploads.
• Support Client Relationships Managers and Practice Managers with project delivery and workload where appropriate.
• Train and mentor junior members of staff.

Key skills and personal attributes:

• Ability to create a positive lasting impression and build and maintain relationships with clients.
• Excellent communication and listening skills to support the goals and aspirations of clients.
• A self-starter, with the ability to use own initiative.
• Team player.

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 ticket loans, eye care, and childcare vouchers.
• Shopping discounts benefits portal (discounts on holiday, gym, and high street retailers).