Wealth & Guidance Relationship Associate (LIC)
Wealth & Guidance Relationship Associate (LIC)

Wealth & Guidance Relationship Associate (LIC)

Full-Time 30000 - 40000 £ / year (est.) No home office possible
Fidelity International

At a Glance

  • 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) employer: Fidelity International

Fidelity International is an exceptional employer, offering a dynamic and inclusive work culture at our London Investor Centre. Employees benefit from a comprehensive package that includes professional development opportunities, ensuring growth in the Wealth and Guidance sector while being part of a supportive team dedicated to client success.
Fidelity International

Contact Detail:

Fidelity International Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Wealth & Guidance Relationship Associate (LIC)

✨Tip Number 1

Make sure you know the ins and outs of the Wealth & 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

Networking is key! Reach out to professionals in the industry through LinkedIn or local events. We can’t stress enough how a good connection can lead to job opportunities, so don’t be shy!

✨Tip Number 3

Practice your interview skills! Mock interviews with friends or family can help you feel more confident. Focus on how you can support and guide clients effectively, as that’s what this role is all about.

✨Tip Number 4

Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.

We think you need these skills to ace Wealth & Guidance Relationship Associate (LIC)

Customer Service Skills
Administrative Skills
Business Development
Investment Operations Certificate (IOC)
Communication Skills
Relationship Management
Problem-Solving Skills
Attention to Detail
Time Management
Teamwork
Adaptability

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, you'll be interacting with clients regularly. Make sure your written application showcases your ability to communicate clearly and effectively. This will give us a taste of how you might engage with our clients!

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’re considered for the role. Plus, it’s super easy to do!

How to prepare for a job interview at Fidelity International

✨Know Your Stuff

Make sure you’re well-versed in the Wealth and Guidance business. Familiarise yourself with Fidelity International’s services and how they support clients. This will show your genuine interest and help you answer questions confidently.

✨Showcase Your People Skills

As a 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 and communicate effectively.

✨Highlight Your Administrative Skills

Since managing administrative queries is part of the role, be ready to discuss your organisational skills. Share specific instances where you’ve streamlined processes or improved efficiency in previous roles.

✨Ask Insightful Questions

Prepare thoughtful questions about the team dynamics, company culture, and growth opportunities within Fidelity International. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.

Wealth & Guidance Relationship Associate (LIC)
Fidelity International

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