Investment Auditeer
Foster Denovo
Investment Auditeer
Salary Not Specified
Foster Denovo, City of Westminster
- Full time
- Permanent
- Onsite working
Posted 1 week ago, 14 May | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: 7d74adc5452143318d35e3400b8eee25
Full Job Description
- You will be part of the Central Paraplanning Team working closely with the Paraplanning Manager.
- In addition to this, you will work closely with colleagues in the Investment Research Team including the Head of Business Research.
- The Investment Audits (IA) are a central part of assessing suitability and used in providing data for acquisitions and PBOs. They use a pre-determined format populated by financial data obtained from an external data provider.
- The Investment Audit Team is split into 3 areas which you will be closely involved with.
- You will also be required to complete Data Capture Forms pertaining to the IAs.
- Adhering to Foster Denovo's Service Excellence, you will be expected to always provide exceptional client service.
- The client is at the heart of our values and therefore all communication should be clear, polite, and written in concise Plain English.
- Within the overall proposition and retain a conscientious approach to conducting the Audits to a consistently high standard.
- Monitor the Investment Audit inbox for ad hoc requests and answer queries promptly.
- Constantly maintain the IA workflow to be able to deliver and report on the various tasks. This ensures all internal interested parties can easily review the status of each client.
- Understanding the importance of the Investment Audit:
- Work closely with other Paraplanners and Paraplanner Team Leaders to share ideas and best practice. This includes:
- Continue to effectively promote the Central Paraplanning Team's positive team culture and dynamic by working closely with other teams and departments.
A positive, friendly service-orientated person with a "can do" attitude who is aware of the important role played by advisers and their staff in providing financial advice. - An articulate communicator not only within the Central Paraplanning Team but also Investment Research team and Partners.
- Desire and thrive to increase knowledge, wanting to extend their skillset and challenge themselves.
- Honesty, integrity, and ability to maintain confidentiality.
- Ability to work under pressure and deliver against deadlines.
- Hard working and responsive to the need to deliver a high-quality support service.
- Exceptional attention to detail and high standards of work.
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. - 25 days holiday (increasing by an additional day per annum up to 30 days)
- 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)
What we need
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 employee of choice.
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: