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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: Enjoy a comprehensive benefits package, flexible working, and personal development opportunities.
- Other info: Dynamic work environment with opportunities for growth and a focus on employee wellbeing.
- Why this job: Make a real impact by helping clients achieve their financial goals and building lasting relationships.
- Qualifications: Must hold the Investment Operations Certificate and have a strong understanding of financial products.
The predicted salary is between 30000 - 40000 £ 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 and 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
Benefits
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.
Regulatory Information
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 introductions
- 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 in London employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land LIC Relationship Associate in London
✨Tip Number 1
Get to know the company inside out! Research Fidelity's products and services, especially those related to Wealth and Guidance. This will help you engage with clients confidently and show that you're genuinely interested in their financial futures.
✨Tip Number 2
Practice your people skills! As a LIC Relationship Associate, you'll be the friendly face for clients. Role-play scenarios with friends or family to get comfortable with greeting clients and handling their queries like a pro.
✨Tip Number 3
Network, network, network! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insights into the company culture 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 team and being part of something bigger.
We think you need these skills to ace LIC Relationship Associate in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the LIC Relationship Associate role. Highlight your understanding of financial products and customer service experience, as these are key for us.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about helping clients with their financial futures. Share specific examples of how you've supported customers in the past, and show us your personality!
Showcase Your Knowledge: Demonstrate your understanding of Fidelity’s products and services in your application. Mention any relevant qualifications, like the Investment Operations Certificate, and how they prepare you for this role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
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 systems. Brush up on your knowledge of pensions, ISAs, and investment markets, as well as the Investment Operations Certificate (IOC) requirements. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Showcase 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. Prepare examples of how you've successfully supported or guided customers in the past, as this will highlight your ability to connect with people.
✨Demonstrate Your Problem-Solving Abilities
Think of scenarios where you've had to resolve customer queries or issues. Be ready to discuss how you identified the problem, what steps you took to solve it, and the outcome. This will showcase your ability to handle administrative account queries and support clients effectively.
✨Be Ready to Discuss Growth Opportunities
The role involves identifying opportunities for business growth through client interactions. Prepare to talk about how you would approach this in your role. Think about ways to introduce wider Fidelity services to clients and how you can contribute to the team's success.