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Foster Denovo Logo Foster Denovo · Office Administration

Client Experience Administrator

United Kingdom, Sheffield · Job Posted February 18, 2026
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Job Description

To help to deliver Foster Denovo’s Private Wealth Proposition by delivering a first class support service to Private Wealth Partners and their clients. This allows our Partners to focus on the client relationship and developing relationships with new clients.

Job Responsibility

  • Help to deliver Foster Denovo’s Private Wealth Proposition by delivering a first class support service to Private Wealth Partners and their clients
  • Have a thorough understanding of the advice process, client file requirements and the regulatory requirements imposed by the FCA and deliver against these agreed service standards
  • Follow Foster Denovo processes to deliver what clients and our Partners perceive to be a personalized and high-quality service
  • Prepare personalized client packs for Partners prior to client meetings, in accordance with agreed format and SLAs
  • Complete post review meeting work and evidence of review
  • Contact providers to obtain valuations and up to date plan information
  • Input all information into our back-office system (Intelligent Office) to the required data quality standard
  • Enter client details onto application forms for the Client Experience Executive to process
  • Provide regular updates to Client Experience Executives to enable them to keep clients and Partners updated
  • Provide general day-to-day admin support to allocated Client Experience Executives as relevant
  • Process submissions using our submissions checklist
  • Provide cover for our reception team as and when required
  • Provide support with incoming and outgoing post as required

Requirements

  • A positive, friendly service-orientated person with a “can do” attitude
  • An articulate communicator
  • Confident telephone manner with the ability to build rapport quickly
  • Honesty, integrity and ability to maintain confidentiality
  • Hard working and responsive to the need to deliver a high-quality support service
  • Attention to detail and high standards of work
  • Ability to work on own initiative as well as part of a team

What we offer

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