Senior Project Co-ordinator

at  Foster Denovo

JOB SUMMARY

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.

JOB SUMMARY:

• Support with the onboarding of new projects; liaising with paraplanner, update onboarding documents and project plan.
• Organise and coordinate project meetings
• Take minutes on projects, recording actions and following up where appropriate
• Co-ordinate and schedule presentations; provide presenter briefings, organise employee feedback and approval of recordings.
• Quality checking, analysis and segmentation of data for salary sacrifice projects and other technical projects.
• Support in the design of employee communications including presentation slides.
• Build and design communication campaigns in our CRM software, providing updates to key stakeholders.
• Working with the Project Manager & Marketing Team to design the communications strategy for financial wellness programs
• Liaising with providers to obtain information on pension schemes
• Monitor client mailboxes, answering employee queries where appropriate
• Co-ordinating mail merge of sensitive employee communications
• Undertake any other duties commensurate with skills and experience; as a growing business the employee must be willing and able to adapt to different situations and be prepared to assist with any necessary tasks as benefits the business.

KEY SKILLS AND PERSONAL ATTRIBUTES:

• A positive, friendly service-orientated person with a “can do” attitude and the drive to deliver a first-class level of service.
• Strong interpersonal and communication skills (verbal and written).
• Analytical individual with strong excel skills.
• Honesty, integrity and ability to maintain confidentiality.
• Attention to detail with high standards of work.

To help deliver Secondsight’s (employee benefits division of Foster Denovo) proposition by providing a high-quality administration and support service to the Projects team and the Project Managers. This allows the Project Managers to provide outstanding and seamless service when delivering projects to our corporate clients.
Reporting to the Senior Project Manager & Team Leader and working closely with Project Managers and the paraplanner, the Project Coordinator will also liaise with other client experience departments, advisers and pension providers.
The individual will be integral in helping to deliver projects on financial wellness, building and managing campaigns through design, build and review stages.