Fidelius Group are excited to share a new role for a Wealth Management PA

In this role you will be responsible for providing comprehensive support to Financial Planner(s) whilst delivering excellent service to Fidelius customers and colleagues 

This role is ideal for someone who has previously worked in a similar role and has experience working with Investment Wrap Platforms. 

At Fidelius we pride ourselves on excellent client service, we focus on Financial Planner for the future and believe that our people are the key to our success.   

Please see the following link for the job description

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/WM PA JD May 2019.pdf 

Please see the following link for the Company Benefits

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Fidelius Benefits 2019.pdf  

If you are interested in the position please apply using the option above

Fidelius Group are excited to share a new role for a 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.

This role is ideal for someone who has previously worked in a similar role and has experience working with Financial services. 

At Fidelius we pride ourselves on excellent client service, we focus on Financial Planner for the future and believe that our people are the key to our success.   

Please see the following link for the job description

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Paraplanner Job Description.pdf 

Please see the following link for the Company Benefits

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Fidelius Benefits 2019.pdf  

If you are interested in the position please apply using the option above

If you are interested in working for Fidelius but there are no suitable vacancies listed please email hr@fidelius.co.uk with your CV and covering letter.

In this role you will be responsible for actively managing a portfolio of clients, providing excellent client service and spotting further opportunities through understanding your client’s needs.

You will proactively grow, manage and retain clients, by developing new business opportunities and generating new relationships and opportunities from a variety of sources. 

This role is ideal for a someone with experience working as an Employee Benefits Consultant across a various areas such as; Pensions, Health, Risk and Wellbeing and Platforms. They will also have a prooven track record of successfully developing business and managing client relationships. 

At Fidelius we pride ourseleves on excellent client service and in our Employee Benefits team we are focussed on working with our clients to develop strategies to esnure they have a Benefits Package that attracts and retains talent and manages wellbeing throughout an employees journey. 

Please see the following link for the job description

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/EB Consultant.pdf

Please see the following link for the Company Benefits

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Fidelius Benefits 2019.pdf  

If you are interested in the position please apply using the option above

We look forward to receiving your CV