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.
Experience and Qualifications
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.
The number of jobs in each salary range for all:
Solent NHS Trust
38890 - 44503 GBP YEAR
Portsmouth, PO3 6AD
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