Foster Denovo
201 - 500 employees
Founded 2005
💸 Finance
🤝 B2B
Finance • B2B
Foster Denovo is a multi-award-winning UK financial advice firm that provides personalised financial planning and investment services to individuals, families and organisations. The firm offers holistic services including retirement planning, pensions, investments (dynamic portfolios and sustainable investing via the Clearview platform), mortgages and protection, as well as estate and trust advice. Foster Denovo also operates a corporate consulting arm (Secondsight) delivering employee benefits and workplace financial wellbeing solutions to employers. The company is majority partner- and staff-owned, serves thousands of clients from multiple UK offices, and emphasises client service, ESG and professional development.
Financial Adviser
🕒 March 20
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Foster Denovo
201 - 500 employees
Founded 2005
💸 Finance
🤝 B2B
Finance • B2B
Foster Denovo is a multi-award-winning UK financial advice firm that provides personalised financial planning and investment services to individuals, families and organisations. The firm offers holistic services including retirement planning, pensions, investments (dynamic portfolios and sustainable investing via the Clearview platform), mortgages and protection, as well as estate and trust advice. Foster Denovo also operates a corporate consulting arm (Secondsight) delivering employee benefits and workplace financial wellbeing solutions to employers. The company is majority partner- and staff-owned, serves thousands of clients from multiple UK offices, and emphasises client service, ESG and professional development.
📋 Description
• Deliver financial advice to clients in a compliant manner • Manage client relationships and generate revenue through new client acquisition • Articulate clearly the cost of advice and ensure outstanding client experience • Maintain client files to compliance standards
🎯 Requirements
• Significant experience in developing private client relationships • Effective conversion of new leads into clients • Minimum Fit & Proper and TCF requirements • Participation in training and development initiatives
🏖️ Benefits
• Open, mutually supportive, knowledge-sharing culture
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