e.g. job, company, title
e.g. city, county or postcode
advanced search »

PI Advice Administrator

Isle Of Wight

Apply for this job

About the opportunity

About Fidelity’s Retirement Service (including Fidelity’s Investment Advisory Services)

Fidelity’s Retirement Service (FRS) offers a telephone and face to face based service of regulated advice and guidance to customers who are looking to convert their pension pots into a retirement income or make use of lump sums as part of their retirement planning. We also provide regulated advice on lifetime allowance issues, pension consolidation including defined benefit pension transfers, and the transfer of pensions with safeguarded benefits. Under the trading style of Fidelity’s Investment Advisory Services (FIAS), we also offer investment advice for SIPPs, ISAs and IAs using our FundsNetwork platform. Face to face advice appointments are available for customers who meet a predefined set of criteria. Number of Advisers and Advice areas are due to expand throughout 2020 and 2021.

Purpose of your role

We are hiring two roles to support the expansion of our Advice proposition, one will be focused on supporting the administration of client records, processing instructions and case tracking, the second role will largely be client facing providing support and guidance over the phone.

Working as of an advice support team you will be required to assist with the processing and servicing of new and existing financial advice cases. This will include generating client welcome packs, client documentation, placing client trades, updating our systems and advice case tracking to ensure we meet our client and companies service expectations.

Key Responsibilities

  • To support excellent client service through the delivery of high quality administration. To undertake all tasks as directed by the Support Manager and support the team with a wider set of tasks.
  • To liaise with the adviser and guided teams to reduce duplication of effort and ensure that all clients are well managed in a timely fashion during their journey through Fidelity’s Retirement Service
  • To identify where improvements in service can be made and to manage workload, delegating tasks as appropriate and ensuring all procedures are followed.
  • In maintaining contact with product providers, to refuse all offers of hospitality, however small, and to ensure that the best interests of the client are always protected.
  • To operate within FCA and other regulatory rules at all times.
  • To act in a professional and customer focused manner in accordance with the company values at all times.
  • To ensure all customer files are kept up-to-date at all times.
  • To support and uphold the Fidelity vision and values
  • To undertake all reasonable tasks and duties as directed by the Head of Fidelity’s Retirement Service.

Main Relationships

  • Head of Guidance and Advisory Services
  • Heads of specialist Advice
  • Advised and Guided team leaders and team
  • Retirement Specialist Support Manager and team
  • Compliance
  • Quality Manager
  • Customers
  • Other Fidelity departments and personnel

Experience and Qualifications

  • Pensions/Financial Services knowledge and experience
  • Competent in the use of – Word, Excel, Outlook as a minimum
  • Previous experience of Client Relationship Management systems
  • Can work equally well on own initiative and as part of a team
  • Numerate
  • Good communication skills

About you

About Fidelity International

Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 locations and with $565.7 billion in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $437 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

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. Data as at 30 June 2020. Read more at https://www.fidelityinternational.com/

Applying to this Job Role: Please note you are only required to upload your CV/Resume to the application screen.

Apply for this job


The number of jobs in each salary range for all:

Similar jobs
By creating an alert, you agree to our T&Cs and Privacy Notice, and Cookie Use.
Medicines Advice at Home Pharmacist

Solent NHS Trust
38890 - 44503 GBP YEAR
Portsmouth, PO3 6AD
more details »

Customer Services Administrator

£11.39 - £11.39 phr
South East, Portsmouth
more details »

Customer Services Administrator

Portsmouth, England
more details »

Mortgage Administrator

Appointed Ltd
20,000 - 24,000
Fareham, Hampshire
more details »

Reception/Customer Service Administrator

Morson Human Resources Limited
Up to £9.00 per hour
more details »