In this role you will be responsible for review an appropriate number of pre and post advice files in line with the firms’ training and competence scheme and provide constructive feedback to the advice teams.

This role is ideal for someone who has previously worked in a similar role and has experience working with Financial services. This role is an 6 month FTC. 

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=/Business Quality Controller 2019.docx 

Please see the following link for the Company Benefits

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

Please see the following link for the Company Candidate Privacy Policy

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Candidate Privacy Policy.pdf 

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

We look forward to receiving your CV 

Fidelius Group are excited to share a new role for a Receptionist (PM)

In this role you will be responsible for Engaging with customers and promote a professional service. Be the first point of contact for clients for all incoming calls. Be the first point of contact for visitors to the office ensuring visitors log is maintained and answer calls for all Fidelius offices obtaining relevant information before transferring calls to the appropriate person.

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=/Receptionist PM.pdf 

Please see the following link for the Company Benefits

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

Please see the following link for the Company Candidate Privacy Policy

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Candidate Privacy Policy.pdf   

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

We look forward to receiving your CV 

Fidelius Group are excited to share a new role for a Senior Wealth Manager

To lead a team of Professional Financial Planners to achieve their strategic objectives through focussed business plans. Build and maintain relationships with professional introducers with a focus on seeking to enhance the commercial position at all times.

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=/Senior Wealth Manager.pdf

Please see the following link for the Company Benefits

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

Please see the following link for the Company Candidate Privacy Policy

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Candidate Privacy Policy.pdf    

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

We look forward to receiving your CV

Fidelius Group are excited to share a new role for a Financial Planner

In this role you will be responsible for acquiring and retaining profitable business for the Company through the provision of innovative, compliant and appropriate financial planning solutions.

You will strive to deliver high quality advice and service to clients in line with the client objectives whilst utilising best practice in all areas of the advice process. As the primary Financial Planner responsible for the Cardiff area. It will be your responsibility to ensure the successful delivery of the agreed business plan. 

Please see the following link for the job description

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Job Description- Financial Planner Cardiff.pdf

Please see the following link for the Company Benefits

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

Please see the following link for the Company Candidate Privacy Policy

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Candidate Privacy Policy.pdf  

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

We look forward to receiving your CV 

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  

Please see the following link for the Company Candidate Privacy Policy

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Candidate Privacy Policy.pdf  

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