Foster Denovo

Administration

• To help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to Partners and their high net worth clients.
• Support our partner(s) and influence and encourage Partner(s) to work efficiently following our Private Wealth Advice Process.
• Manage relationships with our Partner(s) and become their first point of contact on queries.
• Support our Partner(s) with the preparation for meetings, obtaining information from providers and producing client packs.
• Liaise with our Partner(s) and Paraplanners to deliver against a client’s expectations and highlight any concerns.
• Collate all documentation and ensure that the New Business pack is complete and compliant prior to submitting applications to providers.

Senior IFA Administrator