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Foster Denovo|Careers|Our vacancies

Platform Executive NR21084

Location: London
Application Deadline: 31 July 2022

Job Summary

To support the roll out of Foster Denovo’s Platform Proposition by providing a high quality administration and support service to the Partners, and central services teams to ensure that they receive a consistently good service.

This role helps to deliver on the promise that Partners will pay no additional administration costs in relation to existing client transition to Clearview.

Reporting directly to the MI & Data Analyst he/she will be responsible for ensuring accurate and complete data is entered on to the platform within agreed timescales.  The candidate will liaise with central departments including Paraplanners, Client Experience Executives and the Head of Investment Research and Audit, as well as product providers to obtain information on clients existing pensions and investments.

He/she will also be the first point of contact for queries from the central support teams and will assist with setting up access to third party systems.  He/she will also provide support for the MI Data Analyst during absence or as required.

Main Responsibilities

  • To obtain basic plan details for clients’ pension and investments to enable initial cost comparisons to be completed.
  • Book meetings between paraplanning and Partner.
  • Attend initial Partner meeting to discuss comparisons and the Dynamic Portfolios
  • Carry out Telephone Factfinds with product providers in accordance with Partners decision.
  • To add the client and their pension & investment information onto the platform accurately.
  • To add fees to the platform from the fee agreement.
  • Deal with all internal queries as appropriate.
  • Ensure all logs are maintained and required MI is easily obtainable upon request.
  • Run reports from the platform to provide to Partners and Client Experience Executives.
  • To maintain client data e.g address changes, name change etc on the Platform
  • To create portal log ons for Clients, Partners and Client Experience Executives.
  • To take responsibility for the central inbox.
  • Occasional travel to other office as required.
  • Undertake any other duties commensurate with your grade, skills and experience.
  • To participate in appropriate company and departmental training, competence and development initiatives.
  • To continuously meet the Regulator’s Fit & Proper requirements.

Skills required

  • Previous experience of working in a busy administrative role.
  • Good knowledge of pensions and investments.
  • Excellent verbal and written communication skills at all levels.
  • Excellent organisational and prioritising skills, with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure.
  • Excellent attention to detail and accuracy of work.
  • Team player but must be able to work independently and collaboratively with different teams.
  • Excellent knowledge of Microsoft office packages including Word, Excel, and Outlook.

Desirable skills

  • Knowledge and experience of Intelligent Office.
  • Knowledge/understanding/ experience of Platforms
  • Previous experience working with Financial Advisers.

Personal attributes desired

  • A positive, friendly service orientated team player with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice. 
  • Ability to stay focused and calm under pressure and able to manage own workload.
  • Smart in appearance and an articulate communicator.
  • Honesty, integrity and ability to maintain confidentiality are key attributes.
  • Hard working and responsive to the need to deliver a high quality support service.
  • Strong numeracy skills
  • Ability to use initiative to deal with queries from internal and external customers
  • Accuracy, excellent attention to detail and high standards of work.
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