
Purpose of the job: To help lead the SME Risk team to deliver Secondsight’s Health & Protection Proposition. Job summary: Reporting to the Head of Health and Protection, the role will involve leading the SME risk team, while also proactively managing an existing portfolio book, providing a high-quality consulting and advisory service to clients. The role will incorporate managing our PPA and working with the leading risk insurers. Key skills and personal attributes: · Deep experience in the grou
Purpose of the job: An essential member of our Digital Platform services team, this role supports the implementation and onboarding journey of clients who have purchased digital platform solutions, primarily AspireHub and AspiretoRetire. The role holder will manage multiple implementation projects and administer first line support for client and member queries. Job summary: Key aspects of this role are time management, relationship building and the delivery of an exceptional client experience. I
A fantastic opportunity for an experienced Financial Adviser to to take over an established existing book of business in our Glasgow office. Purpose of the job: To help build strong relationships with and grow the revenue from Foster Denovo’s clients in addition to generating new leads and appointments from referrals. To be a trusted financial adviser to some of Foster Denovo’s clients. This involves gaining an in-depth understanding of the client’s financial situation, their immediate needs and
Job summary: To help deliver Foster Denovo’s Financial Advice process and proposition following all service standards and rules for a compliant outcome. Working alongside other Financial Advisers, you will be required to manage existing client relationships along with generating revenue through the acquisition of new private clients, both self-generated and through leads. A key part of this role is to provide telephone and face to face financial advice to individual clients. To understand their