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- Tasks: Support and guide clients in Wealth and Guidance, managing queries and identifying growth opportunities.
- Company: Fidelity International, a leader in investment services with a focus on inclusivity.
- Benefits: Comprehensive benefits package and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Must hold the Investment Operations Certificate (IOC) and be available Monday to Friday.
The predicted salary is between 30000 - 40000 £ per year.
Fidelity International is seeking a LIC Relationship Associate at their London Investor Centre. This permanent role involves supporting and guiding customers in the Wealth and Guidance business.
- Key responsibilities include greeting clients, managing administrative queries, and identifying opportunities for business growth.
- Candidates must hold the Investment Operations Certificate (IOC) and be available Monday to Friday.
This role offers a comprehensive benefits package and a chance to work in an inclusive environment.
Wealth & Guidance Relationship Associate (LIC) in London employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth & Guidance Relationship Associate (LIC) in London
✨Tip Number 1
Make sure you know the ins and outs of the Wealth and Guidance sector. Brush up on your knowledge about investment operations and customer service. This will help you stand out when chatting with potential employers.
✨Tip Number 2
Network like a pro! Reach out to current or former employees at Fidelity International through LinkedIn. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 3
Prepare for interviews by practising common questions related to client management and business growth. We recommend role-playing with a friend to build your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Wealth & Guidance Relationship Associate (LIC) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Wealth & Guidance Relationship Associate role. Highlight any relevant customer service experience and your qualifications, like the Investment Operations Certificate (IOC).
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about supporting clients in the Wealth and Guidance business. Share specific examples of how you've helped customers in the past.
Showcase Your Communication Skills: As a Relationship Associate, strong communication is key. In your application, demonstrate your ability to convey information clearly and effectively. This could be through your writing style or by mentioning experiences where you’ve successfully communicated with clients.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s straightforward and ensures your application goes straight to the right people. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Fidelity International
✨Know Your Stuff
Make sure you’re familiar with the Wealth and Guidance business at Fidelity International. Brush up on their services, values, and recent news. This will help you answer questions confidently and show that you’re genuinely interested in the role.
✨Showcase Your People Skills
As a LIC Relationship Associate, you'll be interacting with clients regularly. Prepare examples of how you've successfully managed client relationships or resolved issues in the past. This will demonstrate your ability to connect with customers and support them effectively.
✨Highlight Your Administrative Skills
Since managing administrative queries is a key part of the job, think of specific instances where you’ve excelled in organisation and attention to detail. Be ready to discuss how you prioritise tasks and ensure accuracy in your work.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company culture. This not only shows your enthusiasm but also helps you gauge if Fidelity International is the right fit for you. Consider asking about growth opportunities within the Wealth and Guidance team.