Fidelius is a leading financial services company offering wealth management and employee benefits to clients across the UK, with offices in Bath, Cheltenham, Chelmsford and London. The Wealth Management Administrator will support the Operations team with day-to-day administration and the preparation of financial planning reports and client communications.
You will liaise with product providers to obtain fees, charges and product information, maintain accurate client records, assist with
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Wealth Management Operations Specialist in Bath 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.
