Title LIC Relationship Associate
Department Wealth and Guidance - Investor Servicing
Location London Investor Centre
Reports To Senior Manager - Wealth and Guidance
Level Level 3 Associate
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About your team
Fidelity Wealth and Guidance is an expanding and exciting area of Investor Servicing. The London Investor Centre (LIC) is integral to the Guidance and Advice business as a walk-in branch for existing and new customers who invest with Fidelity. The LIC facilitates space for customers to meet their Relationship Team or Adviser as well as providing educational seminars to support customers with making informed financial decisions. The Wealth and Guidance team support a range of customers from those who walk in with queries to those who have assets over £250,000 and qualify for our wealth management service.
About your role
The LIC Relationship Associate is responsible for supporting, guiding and retaining customers within the Wealth and Guidance business. Based in the LIC or corresponding over email, for our customers this role is about being their first point of contact when they come into the LIC or reach out for support. From supporting paperwork or account queries to being a friendly face for a coffee chat, you are there to ensure that all interactions are handled in a timely manner with a quality that exceeds customers expectations. You will also be required to look for opportunities that support business growth through face-to-face interactions and introductions to either guidance or advice teams. For you, this is about having meaningful interactions with our customers to educate them and ensure they are getting the most out of their relationship with Fidelity.
About you
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
Roles and Responsibilities