At a Glance
- Tasks: Create quality documents and provide clear advice to clients based on market research.
- Company: Fidelius, a forward-thinking financial planning firm focused on client success.
- Benefits: Join a supportive team with opportunities for personal and professional growth.
- Other info: Located in beautiful Bath, with a focus on excellent client service.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Strong communication skills and a passion for financial planning.
The predicted salary is between 25650 - 31350 £ per year.
In this role, you will be responsible for providing an excellent service to the Fidelius Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.
At Fidelius, we pride ourselves on excellent client service, we focus on Financial Planning for the future and believe that our people are the key to our success.
Office location: Bath.
Locations
Evolve Paraplanner in Bath, Bristol employer: Fidelius
At Fidelius, we are committed to fostering a supportive and dynamic work environment where our employees can thrive. As a Compliance Manager, you will benefit from ongoing professional development opportunities, a culture that values collaboration and innovation, and the chance to make a meaningful impact in the financial planning sector. Located in a vibrant area, our team enjoys a healthy work-life balance and the satisfaction of contributing to our clients' futures while adhering to the highest compliance standards.
