Lead Partner – SME Risk

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🕒 May 12

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Foster Denovo

WebsiteLinkedInAll Job Openings

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

• To help lead the SME Risk team to deliver Secondsight’s Health & Protection Proposition. • 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. • Incorporate managing our PPA and working with the leading risk insurers. • As a Line Manager, to be directly responsible for the day-to-day management of the team including; effective resourcing, delegation of tasks, performance management (via monthly continuous performance reviews), development and engagement. • Overall responsibility for a portfolio of protection schemes for a range of corporate clients, which will include: • Fact Find/initial advice calls • The preparation of quote specifications, review of quotations, negotiation with insurers and preparation of review/renewal reports. • Face to Face and telephone advice meetings with clients • Generating additional revenue opportunities • Answer and deal with inbound calls from clients, employees and benefit providers. • Adherence to the new business process for prospects

🎯 Requirements

• Deep experience in the group risk market as either an adviser or a supplier • Previous management experience either as a manager or team leader • Deep understanding of both life and Group Income Protection claims management • Excellent understanding of Protection and Healthcare products and the respective markets. • Proven track record of building rapport and developing strong relationships with clients and colleagues. • Ability to generate new revenue opportunities from existing clients, and to convert new prospects • Experience of dealing with client owners outside of the immediate team to establish credibility, gain trust, and generate client introductions. • Experience of negotiating with providers to secure best possible terms.

🏖️ Benefits

• 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)