In this role you will be responsible for assisting our Wealth Management team with day to day client and office administration support.
This role is ideal for someone who enjoys working in a busy environment, has a keen eye for detail and has previously worked in a similar administrative role within Financial Services.
At Fidelius we pride ourselves on excellent client service through long term finanical planning and we know our people are the key to our success.
Please see the following link for the job description
Please see the following link for the Company Benefits
Please see the following link for the Company Candidate Privacy Policy
If you are interested in the position please apply using the option above
We look forward to receiving your CV
This is an excellent opportunity for someone looking to take their next step in their career. In this role you will be responsible for supporting our Paraplanning team and developing your knowledge and skills in report writing.
This role is ideal for someone who has started on their Diploma journey and looking for somewhere to gain some real hands on experience, enjoys working in a busy environment, has a keen eye for detail and has previously worked 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.
Please see the following link for the job description
Trainee Paraplanner - 2020.pdf
Please see the following link for the Company Benefits
Please see the following link for the Company Candidate Privacy Policy
Candidate Privacy Policy.pdfIf 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 Business Quality Controller
In this role you will be responsible for reviewing 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.
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
Business Quality Controller 2021.pdf
Please see the following link for the Company Benefits
Please see the following link for the Company Candidate Privacy Policy
If you are interested in the position, please apply using the option above
We look forward to receiving your CV
Fidelius are seeking a Workplace Consultant to join our Employee Benefits team!
In this role you will be responsible for producing and delivering influential presentations to Employee Benefits clients and their employees. To proactively consult with the relevant Corporate Financial Planners/Desktop Consultant to develop new business opportunities and generate/maintain relationships and expectations.
This role is ideal for a someone who has proven competency in coaching and engaging with people and has high level of interpersonal skills at a group and individual level for presenting.
At Fidelius we pride ourselves on excellent client service and in our Employee Benefits team we are focussed on working with our clients to develop strategies to ensure 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
Workplace Consultant.docxPlease see the following link for the Company Benefits
Please see the following link for the Company Candidate Privacy Policy
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 Associate Financial Planner
In this role you will support and shadow Senior Financial Planner, providing Financial Planning support and advice to clients. You will undertake training and learning opportunities to develop your Financial Planning skills, behaviours, and experience with all Clients.
This role is ideal for someone who is part or fully qualified and has the ambition to develop their skills and experiences in Financial Planning.
At Fidelius we pride ourselves on excellent client service, we focus on Financial Planning for the future and believe that our people are the key to our success.
Please see the following link for the job description
Associate Financial Planner - London - SI.pdf
Please see the following link for the Company Benefits
Please see the following link for the Company Candidate Privacy Policy
If you are interested in applying for any of the roles listed please get in touch with our HR department using the details below.
Career enquiries:
HR Department
Fidelius Ltd
Alexander House
James Street West
Bath
BA1 2BT
Telephone: 0345 241 6500
Email: hr@fidelius.co.uk