Client Experience Income Administrator (Part-time) ID-1934

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.

Purpose of the job:

To accurately process Health & Protection team income, the role holder will work alongside the H&P Team Operations Manager to ensure our income is processed in a timely manner and any aged debt investigated. This service allows the wider Client Experience team and Consulting Partners to primarily focus on building existing client relationships and developing new clients.

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Job summary:

  • Working within the wider H&P team while managing their own day-to-day workload.
  • Reporting directly to the Client Experience H&P Team Operations Manager.
  • The role holder will be responsible for adding monthly commission expectations and fees to the IO database, as well as investigating any aged debt or income queries from the H&P team.

Key skills and personal attributes:

Carry out income administration for the H&P team, which will include:

  • Ensure the smooth & timely running of the monthly income process.
  • Develop, maintain and cultivate a constructive and professional relationship with the H&P Consulting Partners, H&P Client Experience team and wider finance departments.
  • Issue the monthly “income for checking” to the H&P Consulting Partners and ensure this is completed to deadline.
  • Add commission expectations to the IO database as instructed.
  • Add H&P fees to IO and issue invoices to the clients as instructed.
  • Liaise with clients on any invoice queries.
  • Work with the H&P Operations Manager to investigate and resolve commission aged debt on a monthly basis.
  • Investigate and action any unallocated income queries.
  • Update plans on IO and amend income splits as required.
  • Assist with updating the department database and income spreadsheets to ensure data is as accurate as possible.
  • Independently respond to queries from both the H&P team and wider business in a pro-active manner and monitor the H&P income mailbox.

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.

Our benefits package includes:

  • 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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