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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.
In addition to supporting the wider digital team on the ongoing design and development, where applicable of the digital platforms, the role holder will project manage multiple AspireHub client platform implementations, from build through to launch.
Furthermore, the role holder will be expected to support the build and delivery of our digital retirement solution, AspiretoRetire.
The role holder will need to be methodical and have a high attention to detail to ensure content and information is accurate for all clients.
The role holder will be required to work closely with colleagues to provide regular project implementation progress updates, particularly to Principal Partners, Consulting Partners and Client Relationships Managers where they own the overall relationship with a client.
As first line support, the job holder will be required to have a thorough understanding of the digital propositions and be prepared to answer and resolve client and member queries.
Key skills and personal attributes:
· 1st line support for client and member queries, managing the successful resolution of queries or issues with the platform and our digital solutions
· project manage the onboarding process for new clients to ensure a smooth and successful implementation. From data gathering and content creation to build and launch.
· manage the import and data handling of client information in support of AspiretoRetire campaigns
· manage and maintain client data and any required changes across digital systems. Requests for change may come directly from clients, the development team or compliance.
· inline with service level agreements, review and liaise with clients to reconfirm employee data and platform data
· support with content and provider information updates, ensuring compliance procedures are followed
· contribute to the ongoing development of the digital proposition, sharing process or change development improvements with the team
· test new developments / functionality
· manage own workflow in a timely manner and to agreed timescales
· support business development opportunities in line with growth and revenue targets of the business
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.
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)