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:
1. Prepare personalised client packs for Partners prior to client meetings.
2. Obtain information from providers on clients existing financial arrangements.
3. Input all client information into the back office system and ensure all tasks are recorded and acted upon within the agreed timescales.
4. Upload the necessary documentation into the back office system and scan other documents as required.
5. Deal with client and provider corresponden...