ABOUT US

Foster Denovo currently boast over 120 Financial Advisers supported by around 300 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 platinum investors in people accreditation which shows a clear commitment to the people who make us an employer of choice.

JOB SUMMARY:

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• Have a thorough understanding of the Foster Denovo advice process, reporting format, pre-approval process and regulatory requirements.

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• Work diligently and accurately to understand and complete Investment Audits (IAs) to ascertain the suitability of transition to the Dynamic Portfolios proposition.

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• Supporting the existing team with research in terms of ensuring cases are ready to work on together with some ad hoc requests you may receive from the Team. This will mean confidently challenge the Partner, but you will have the support of senior members of the Team such as the Senior Paraplanning Manager.

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• Liaise with the Team to provide Partners and their support teams progress of their cases.

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• Work closely with the Team to share ideas and best practice, including assisting with all aspects of good customer experience and identify any process improvements that can be made.

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• To undertake any other duties commensurate with skills and experience.

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• Participate in appropriate company and departmental training, competence, and development initiatives which includes AI.

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• Be an advocate of the Central Paraplanning Team’s positive team culture and dynamic by working closely with other teams and departments

KEY SKILLS AND PERSONAL ATTRIBUTES:

• A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
• An articulate communicator at all levels
• Desire and thrive to increase knowledge, wanting to extend their skillset and challenge themselves.
• Honesty, integrity, and ability to maintain confidentiality.
• Ability to work under pressure and deliver against deadlines.
• Hard working and responsive to the need to deliver a high-quality support service.
• Exceptional attention to detail and high standards of work.
  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.

• The Central Paraplanning Team successfully delivers complex reports written in Plain English specifically with our clients in mind. This is achieved through a consistent high level of service and expertise both as individuals and as a team.
• This position will play a key role in preparing client files tasked into the Team. These cases need to be reviewed to ensure the necessary information is on file so the Paraplanner can start work with minimal fuss.
• Cases are to be added to our workflow – WILF – and time recording tool – Harvest.
• Another key aspect of the role is to complete Investment Audits (IA). You will also have weekly contact with our Investment Team