Career Opportunities
Professionalism and commitment are two of the key attributes that Fidelius Finance individuals actively demonstrate. Enthusiasm and initiative follow closely. If you believe that you have the necessary attributes to complement our existing successful teams within Fidelius Financial Solutions or Fidelius Insurance Solutions please send a copy of your CV together with a covering letter to:-
Private client consultant - based in Bath or Exeter
To further develop Fidelius’ financial services business within the Individual market with a view to maximising revenue opportunity.
Achieving agreed targets, whilst providing a professional compliant and high standard of service to Individual Clients.
Maximising on business opportunity through an aligned sales strategy and providing innovative, compliant and appropriate financial planning solutions to Individual Clients.
Significant experience within the Industry and demonstrated success as an advisor.
Full FPC with AFPC or progress and commitment toward AFPC
Previous FS experience
Skills:
Sales and Presentation skills
First class communication skills – internal and external
Report writing skills - Good command of English Language
Effective time-planning and organisational skills
Commercially aware
Technological skills – internet/pc/use of various software packages as prescribed by the Company.
Competencies:
Pro-activity, Creativity, Relationship building, Communication, Persuasion, Organisational
Current Vacancies
Excellent reputation has been built on only recruiting individuals that are keen to adopt our advice and service principals and at all times are dedicated to putting the customer first.
