Location
glasgow
Job Type
Full-time
Posted
June 30, 2026
Job Description
Purpose of the job:
To help to deliver Foster Denovo’s Client Services Proposition by providing a high quality administration and support service to Partners and their high net worth clients, This allows our Partners to focus on the client relationship and developing relationships with new clients.
Job summary:
- Working within the Private Wealth team, the role holder will support our partner(s).
- The role holder will influence and encourage Partner(s) to work efficiently following our Private Wealth Advice Process including using the documentation provided and ensuring that their clients benefit from the efficiencies provided by our supercharged processes, systems and tools.
Main Responsibilities:
- To have a thorough understanding of Foster Denovo’s advice processes and systems. Understanding of the Financial Conduct Authority (FCA) regulatory requirements and Compliance processes in which Foster Denovo operate.