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Careers

Available Jobs

Wealth Client Executive

Fidelius Group are excited to share a new role for a Wealth Client Executive 

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.

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=/Wealth Client Executive.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 If you are interested in the position, please apply using the option above

Administrator

Fidelius Group are excited to share a new role for an Administrator to join our growing team.

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

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Administrator Job Description 2020.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 

Administrator

Fidelius Group are excited to share a new role for an Administrator to join our growing team.

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

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Administrator Job Description 2020.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 

Administrator

Fidelius Group are excited to share a new role for an Administrator to join our growing team.

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

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Administrator Job Description 2020.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 

Paraplanner

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 experience as a Paraplanner within Financial Services and is looking to join an exciting growing Company. 

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

 Paraplanner Job Description.pdf

Please see the following link for the Company Benefits

Fidelius Benefits.pdf 

Please see the following link for the Company Candidate Privacy Policy

Candidate Privacy Policy.pdf

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

We look forward to receiving your CV 

Client Technical Support

Fidelius Group are excited to share a new role for a Client Technical Support

In this role you will provide excellent service to the Fidelius Financial Planning Director and their clients 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

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

Client Technical Support - 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

We look forward to receiving your CV 

Compliance Advisory Manager

Fidelius Group are excited to share a new role for a Compliance Advisory Manager

To lead the Compliance team in a way that supports compliant delivery of service excellence and operational effectiveness at all times. Ensuring that internal policies and procedures are up to date and adhere to FCA and other regulatory requirements. Monitoring and reporting on corporate standards with regard to compliance with all regulatory requirements. Providing expert advice on compliance issues, together with sound commercial judgement.

This role is ideal for someone who has previously worked in a similar role

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

Compliance Advisory Manager 2021.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 


Wealth Client Executive Team Leader

Fidelius Group are excited to share a new role for a Wealth Client Executive Team Leader following significant growth in the business. 

In this role you will be responsible for leading a team of experienced Wealth Client Executives to deliver and maintain excellent client service and support to our Financial Planners.

In this role you will lead and support the team, deliverefficient ways of working and support the management of change as we develop the way we work for the future. This role is ideal for someone who has previously worked in a similar role.

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

Wealth Client Executive Team Leader.pdf

Please see the following link for the Company Benefits

Fidelius Benefits.pdf 

Please see the following link for the Company Candidate Privacy Policy

Candidate Privacy Policy.pdf   

We look forward to receiving your CV If you are interested in the position, please apply using the option above

Administrator

Fidelius Group are excited to share a new role for an Administrator to join our growing team.

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

https://fidelius.peoplehr.net/Handlers/RichTextEditorImageDownload.ashx?file=/Administrator Job Description 2020.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 

Paraplanner

Fidelius Group are excited to share a new role for a Paraplanner in our Mansfield office.  

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 experience as a Paraplanner within Financial Services and is looking to join an exciting growing Company. 

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

 Paraplanner Job Description.pdf

Please see the following link for the Company Benefits

Fidelius Benefits.pdf 

Please see the following link for the Company Candidate Privacy Policy

Candidate Privacy Policy.pdf

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

We look forward to receiving your CV 

Paraplanner

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 experience as a Paraplanner within Financial Services and is looking to join an exciting growing Company. 

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

 Paraplanner Job Description.pdf

Please see the following link for the Company Benefits

Fidelius Benefits.pdf 

Please see the following link for the Company Candidate Privacy Policy

Candidate Privacy Policy.pdf

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

We look forward to receiving your CV 

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

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