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For Companies At a Glance
- Tasks: Support and guide customers in their financial journey at our London Investor Centre.
- Company: Join a leading financial services organisation with a commitment to inclusivity.
- Benefits: Comprehensive benefits package, flexible working, and a focus on your wellbeing.
- Other info: Dynamic environment with opportunities for personal and professional growth.
- Why this job: Make meaningful connections while helping clients achieve their financial goals.
- Qualifications: Investment Operations Certificate (IOC) and strong understanding of financial products.
The predicted salary is between 35000 - 45000 £ per year.
About the Opportunity
- Job Type: Permanent
- Application Deadline: 13 May 2026
- 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
- Must hold the Investment Operations Certificate (IOC)
- Be willing to be based in the Investor Centre Monday - Friday
- Be able to identify opportunities to support customers by understanding their in-depth needs
- Have a strong understanding of Fidelity products, services and systems including the website, account management
- Have a good technical understanding of pensions, ISAs and investment markets
- Should have a good understanding of risk management and working within a compliant environment for retail customers
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.
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
- Greet clients who come into the LIC, process dealing instructions and complete security for advice and guidance team members
- Lead triage and setup for client services
- Lead allocation to RMs for financial coaches
- Manage multiple mailboxes across the team and respond to queries in a timely manner
- Support and process administration of a variety of initiatives ensuring customer status is maintained on a regular basis
- Day to day LIC operational readiness - meeting rooms tidy/available
- Identify opportunities to introduce wider FIL services to clients - advice/guidance intros
- Deliver strong service and highlight NPS feedback surveys
- Triage inbound correspondence and send to relevant departments for sorting
- Support customers with administrative account queries such as setting up new accounts, ID verification and resolving queries
- Provide investment guidance to clients utilising tools available on the website
- Operate from the London investor centre mailbox to respond to client queries and book meetings using chili Piper where required
LIC Relationship Associate employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land LIC Relationship Associate
✨Tip Number 1
Get to know the company inside out! Research Fidelity's values, products, and services. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your people skills! As a LIC Relationship Associate, you'll be interacting with clients daily. Role-play scenarios with friends or family to boost your confidence and refine your approach.
✨Tip Number 3
Network like a pro! Attend industry events or connect with current employees on LinkedIn. Building relationships can give you insider tips and might even lead to a referral!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our awesome team at Fidelity.
We think you need these skills to ace LIC Relationship Associate
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A friendly tone can make a big difference and help us connect with you.
Tailor Your Application: Make sure to tailor your application to the LIC Relationship Associate role. Highlight your relevant experience and skills that align with what we’re looking for. This shows us you’ve done your homework and are genuinely interested!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of the matter. Avoid fluff and focus on what makes you a great fit for our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate!
How to prepare for a job interview at Fidelity International
✨Know Your Stuff
Make sure you have a solid understanding of Fidelity's products, services, and the investment market. Brush up on your knowledge of pensions, ISAs, and risk management. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Practice Your People Skills
As a LIC Relationship Associate, you'll be the first point of contact for clients. Practice your communication skills and think about how you can create meaningful interactions. Role-play scenarios with a friend to get comfortable with greeting clients and handling queries.
✨Showcase Your Problem-Solving Abilities
Be prepared to discuss how you've identified opportunities to support customers in the past. Think of specific examples where you went above and beyond to meet client needs. This will demonstrate your proactive approach and ability to enhance customer relationships.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the team and the company culture. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you. Consider asking about the types of clients you'll be working with or how success is measured in this position.