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Careers

As a growing business we are always on the lookout for talented and driven people to join our team. We recruit at all levels and are committed to creating an environment for personal growth and development and supporting everyone to fulfil their potential.  

We offer our employees a wide range of exciting Company Benefits.

See our Vacancies

Join Our Growing Business

If you are interested in applying for any of our vacancies listed below, please send your CV and Covering Letter to our HR Team using the details below.

Apply Now

If you are interested in applying for any of our vacancies listed below, please send your CV and Covering Letter to our HR Team, via email to hr@fidelius.co.uk or send to:

HR Department
Fidelius Ltd
No. 1 Bath Quays
1 Foundry Lane
Bath
BA2 3GZ

If you have any questions regarding any of our vacancies, please do not hesitate to get in touch via email, or call us on 0345 241 6500

Vacancies

Junior Paraplanner

In this role you will be responsible for providing a Paraplanning to the Fidelius Financial Planners as part of the Paraplanning Team. Producing quality documents which provider clear information and advice to our clients based on their financial needs and objectives. 

This role is ideal for someone who is part qualified, enjoys working in a busy environment, has a keen eye for detail and has previously worked in a similar role within Financial Services.

At Fidelius, we pride ourselves on excellent client service through long term financial planning and we know our people are the key to our success.  

For the full job description, please contact hr@fidelius.co.uk.

Data Administrator

In this role you will be responsible for assisting our IT & Systems Manager, through a wide variety of tasks and activities.

This role is ideal for someone who enjoys working with various software packages and cloud based systems in a process driven environment. The successful candidate will work closely with the IT & Systems Manager to ensure growing company needs are met.

At Fidelius we pride ourselves on excellent client service through long term financial planning and we know our people are the key to our success.   

For the full job description, please contact hr@fidelius.co.uk.

Senior Administrator

In this role you will provide administration support to Wealth Client Executive(s) and Financial Planner(s) whilst delivering excellent service to Fidelius clients and colleagues.

At Fidelius we pride ourselves on excellent client service through long term financial planning and we know our people are the key to our success.

For the full job description, please contact hr@fidelius.co.uk. 

Associate Financial Planner (EVOLVE)

In this role the overriding objective is to assist the Financial Planner (FP) to be more effective by allowing them to grow their client bank and increase revenue through delivering a higher number of new client meetings and more efficient delivery of reports. To support the FP in the delivery of service of the Evolve proposition by administrative and basic advice to their existing clients to deliver great client outcomes. This is a desk-based role.

This role is ideal for someone who has experience as a Paraplanner, or Financial Planner within Financial Services and is looking to join an exciting growing Company.

For the full job description, please contact hr@fidelius.co.uk.

Paraplanner

In this role you will be responsible for providing excellent service to the Fidelius Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.

For the full job description, please contact hr@fidelius.co.uk.

Financial Controller

In this role you will be responsible for leading and developing a dynamic Finance Team, taking ownership of the day to day financial operations of the business. 

This role is ideal for someone who is a qualified accountant and has previous experience in a Financial Controller or similar leadership role. 

At Fidelius we pride ourselves on excellent client service through long term financial planning and we know our people are the key to our success.   

For the full job description, please contact hr@fidelius.co.uk.

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