Our job vacancies
If you would like to apply for any of the positions below or would like to explore other opportunities at Foster Denovo, please email your CV and a covering letter to our recruitment team at email@example.com.
Private Wealth Administrator
Based in Sheffield, you will help to deliver Foster Denovo’s Private Wealth proposition by providing a high quality administration and support service.
You will support the senior administrator and deal with telephone, email and written queries to provide a quality pre and post-sale service. The role involves preparing personalised client packs, obtaining information from providers on clients existing financial arrangements and inputting all client information into our back office system.
You will have an outstanding telephone manner and the ability to build rapport quickly. Your verbal and written communication skills will be excellent, and you will have the ability to handle multiple tasks and work to tight deadlines.
Based in our busy London office, you will help deliver Foster Denovo’s Client Services Proposition by providing a high quality reception, administration and support service to the Advisers and staff.
You will help to provide a friendly and efficient reception service to all visitors and Partners, ensuring call are answered promptly, visitors are greeted professionally and that the Reception area is well presented at all times. You will also liaise with central departments and product providers as well as providing general administrative support for the office.
You will be a professional and friendly service orientated individual with a “can do” attitude and the ability to think on your feet.
Paraplanner – Sheffield
Based within our Private Wealth team, you will support two Partners who deal with high net worth clients who require wealth management, estate planning and other financial planning.
The job role involves writing high quality, bespoke reports that are specifically tailored to the client’s requirements. You will obtain information on clients’ existing financial arrangements and conduct gap analysis. The strategy reports you produce will provide high level options addressing identified gaps in financial planning, will be clear to the client and include all relevant compliance requirements.
To succeed in this role you will be minimum level 4 qualified with previous experience of working as a Paraplanner within an IFA environment. You will have extremely high attention to detail, be highly organised and self-motivated, and be able to deal with more complex investment solutions.
Group Risk and Healthcare Executive
Working in a team of 10, you will support Partners, the Head of Group Risk and Wellness, Senior Account Executives and Advisers to manage an existing portfolio of Group Risk and Healthcare clients.
Foster Denovo intends to further develop the Group Risk and Healthcare area of the business by providing support to Partners from a centralised team. The proposition allows Partners to utilise the team to manage existing Group Risk and Healthcare schemes as well as support the development of new opportunities.
You will carry out the end to end renewal process without any supervision and occasionally attend client meetings. You will also provide support to other team members to manage the schemes for a number of key clients.
You will be a highly numerate and conscienctious individual who is keen to progress and develop in their role, with a desire to grow personally and learn new skills.
Paraplanner – Weybridge
You will work as part of our Private Wealth Team based in Weybridge, supporting four Partners in the practice.
The role involves writing bespoke reports that are specifically tailored to the requirements of our High Net Worth clients. You will have a high attention to detail, be able to think outside the box and be confident in dealing with more complex investment solutions.
You will also support the Partners in carrying out high quality research on a full range of financial planning products in order to produce personalised strategy reports that are clear to the client.
To succeed in this role you will be a numerate and articulate individual who is highly organised and self-motivated. You will possess excellent PC skills, proven communication skills and have the ability to influence others.
Compliance Audit Manager
Based in Weybridge, you will work as part of a broader Compliance team with shared administrative support. Occasional travel will be required to offices based in the UK.
The main areas of responsibility are:
1) The pro-active identification of risks that the business may fail to meet the standards defined or expected by the Board and FCA. This may be by any reasonable means, including but not limited to those below.
2) The delivery of an Advice Review function.
3) Provide formal oversight, manage and maintain the relationship between the firm and its chosen outsourcer of file reviews.
4) The ownership, design and delivery of a risk-based Compliance Audit programme including the management and supervision of thematic reviews.