Careers

Corporate Financial Planner

You will actively manage a portfolio of clients, providing excellent client service and spotting further opportunities through understanding your client’s needs.. To work with the Team to deliver Auto Enrolment Workplace Pensions to new client introductions. This will be a desk based role.

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- Corporate Financial Planner.pdf

Financial Accountant

In this role you will be responsible for preparation of the monthly management accounts for all group companies, including the posting of accounting journals including accruals, prepayments, payroll and provisions.

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

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 - Financial Accountant.pdf

Financial Planner

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. 

Please see the following link for the job description - Financial Planner.pdf

Corporate Financial Planner

You will actively manage a portfolio of clients, providing excellent client service and spotting further opportunities through understanding your client’s needs.. To work with the Team to deliver Auto Enrolment Workplace Pensions to new client introductions. This will be a desk based role.

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 - Corporate Financial Planner.pdf

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- Paraplanner.pdf

Administrator

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 financial planning and we know our people are the key to our success.   

Please see the following link for the job description - Administrator.pdf​

Senior Administrator

In this role you will be responsible for providing administration support to Wealth Client Executive(s) and Financial Planner(s) whilst delivering excellent service to Fidelius customers and colleagues. This role is ideal for someone who enjoys working in a busy environment 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.   

Please see the following link for the job description - ​Senior Administrator.pdf

Senior Administrator

In this role you will be responsible for providing administration support to Wealth Client Executive(s) and Financial Planner(s) whilst delivering excellent service to Fidelius customers and colleagues. This role is ideal for someone who enjoys working in a busy environment 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.   

Please see the following link for the job description - ​Senior Administrator.pdf

Business Quality Controller

In this role you will be responsible for providing advice through file checking, to ensure that advice meets business and regulatory requirements and will assist with the management of business issues and complaint investigations to resolution. This role is ideal for someone who enjoys working in a busy environment 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.   

Please see the following link for the job description - Business Quality Controller.pdf

Financial Planning and Mortgage Team Manager

This is a leadership position where the role holder will be responsible for overseeing a team of Professional Financial Planners and our Mortgage Team to support them in achieving their strategic objectives through focussed business plans. 

We are looking for someone who has a demonstrable track record of delivering business growth through a team of people with significant P&L responsibility and delivery and who has an excellent understanding of the Wealth Management arena. 

This position will require regular travel across the UK. 

Please see the following link for the Job Description - Financial Planning and Mortgage Team Manager.pdf