Clients Service Apprenticeship Programme in Kingswood
Clients Service Apprenticeship Programme

Clients Service Apprenticeship Programme in Kingswood

Kingswood Apprenticeship 800 - 1000 £ / month (est.) No home office possible
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At a Glance

  • Tasks: Support clients with their investment queries in a dynamic team environment.
  • Company: Join Fidelity International, a purpose-driven company with a 50-year legacy.
  • Benefits: Earn £24,750 per year plus a £500 sign-on bonus and enjoy free parking.
  • Why this job: Gain valuable skills and qualifications while making a real impact on clients' financial futures.
  • Qualifications: GCSE Grade 4+ in English and Maths; good communication and computer skills.
  • Other info: Enjoy networking events and potential full-time opportunities after your apprenticeship.

The predicted salary is between 800 - 1000 £ per month.

You will join as part of the Investment20/20 programme.

At Fidelity International, we see our apprentices as a vital part of our business. We’ll give you the support and training you need to succeed, whilst gaining a qualification. In return, you’ll help us deliver world class services and become highly knowledgeable about our business.

We offer investment solutions and services and retirement expertise to more than 2.4 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.

We know that having a diverse range of employees and an inclusive environment where people can be themselves leads to better business and Fidelity is about creating a culture where people’s differences are welcomed, encouraged and celebrated.

What you’ll be doing:

Your role and responsibilities as a Client Services Apprentice will include:

  • Providing first line support to customers, advisers, or members while being part of a collaborative and diverse team environment.
  • Handling queries with professionalism and empathy across multiple channels (primarily phone, with email and letters).
  • Explaining financial products clearly, providing knowledge and guiding customers to helpful tools and information.
  • Taking ownership of each interaction, helping customers manage their investments easily, ensuring full resolution.
  • Logging and escalating any potential risks, fraud cases, or vulnerable situations.
  • Handling complaints constructively, aiming for early resolution.
  • Identifying innovations and supporting new projects and initiatives.

In Client Services, you’ll go on a journey which will help you build your knowledge and your confidence. You will be constantly learning and adding to your understanding of Fidelity and its products and services as you progress through your Apprenticeship. The experience you gain will give you an excellent foundation on which to build your career.

What we look for:

We’re looking for people that are interested in both the industry and the sector but ultimately, we are looking for those seeking a career which will reward them with both job satisfaction and career development. During your apprenticeship, you will gain important insights and skills which will prepare you well for your future, as well as learning from some of the best in the industry.

You don’t need to have a customer focused or communications related background, but an interest in people, customer satisfaction and problem solving are attributes we admire. You will have the ability to build rapport and networks with fellow employees internally and customers externally and will look for new ways to improve the services we offer through showcasing Fidelity’s values of integrity and trust.

You’ll be highly energetic and inquisitive with a creative mind and will continuously look to identify new ways of working and solving problems. We value candidates who still have an interest in learning and who want to build a rewarding career – we’re investing in your career for the long-term.

We welcome applications from students from all educational backgrounds. If you’re inquisitive and ambitious, an apprenticeship at Fidelity could be a great opportunity for you.

Minimum requirements:

  • Have achieved GCSE Grade 4 or above in English and Maths and a Further Education qualification (A Levels, BTEC, IB etc.)
  • Have good computer skills (knowledge of Microsoft Word, Excel and Power Point preferred)
  • Have excellent communication skills
  • Have the Right to Work in the UK
  • Have lived in the UK for 3+ years
  • Be available to join us in September 2026

Training and Development:

Over your two-year apprenticeship programme, you will be based in our Surrey offices, where you’ll not only learn how client services contribute to making our organisation work seamlessly, but also build your knowledge of the wider business.

You’ll start your apprenticeship with a mini-induction, during which we’ll introduce you to the investment management industry and how it fits into the City. You will then join the Client Services Induction which will help build your skills and knowledge to speak to our customers. After that, there are many more ways to develop your skills as your apprenticeship progresses.

At every stage, your development will be underpinned by the best apprenticeship training and professional certified courses. Unlike other firms that hire on a volume basis, we take on a select number of apprentices. You will be highly valued here, so your development is heavily invested in from day one.

Social and networking events will help you get to know our people and culture. All the while you’ll be learning on the job, working to clear goals and understanding your own potential. During your time with us you’ll get to learn even more about what you enjoy, what you’re great at, and how to develop the career path that’s perfect for you. Our apprenticeship programmes may even lead to full-time opportunities if that’s what you’re looking for.

Our application window closes on Sunday, 29 March 2026 at 23:55 GMT. Please note that there are 3 online assessments which you’ll need to complete by the time the window closes. They take around 40 minutes to complete, so make sure you give yourself plenty of time. All assessment centres are expected to take place March and April 2026. However, we process applications on a rolling basis, and therefore an early application is advised.

As part of our commitment to inclusion, we are a disability-friendly company. As such, we will welcome a conversation with you if you feel you might benefit from any adjustments to perform to the best of your ability during the recruitment process and beyond.

For any enquiries regarding your application, you can contact us at earlycareersatfidelity@fil.com. Please note this mailbox is not monitored on weekends or public holidays.

About Fidelity International:

Fidelity International offers investment solutions and services and retirement expertise to more than 2.4 million customers globally. As a privately-held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.

Our people are passionate, engaged, smart and curious, and we give them the independence and the confidence to make a difference. While we take pride in the excellence of our investment solutions and client service, we know we can always do better. We are honest, respectful and make tough calls, challenging the status quo to achieve better outcomes through innovation. Above all else, we always put our clients first.

We know that having a diverse range of employees and an inclusive environment where people can be themselves leads to better business and Fidelity is about creating a culture where people’s differences are welcomed, encouraged and celebrated.

Our Values:

  • Integrity – Doing the right thing, every time and putting the client first
  • Trust – Empowering each other to take the initiative and make good decisions

Our Behaviours:

  • Brave – Challenging the status quo, being accountable and speaking up
  • Bold – Acting with conviction, encouraging diverse thinking and keeping things simple
  • Curious – Learning to do new things in better ways and encouraging fresh thinking
  • Compassionate – Having empathy, caring for colleagues, clients & community

Clients Service Apprenticeship Programme in Kingswood employer: Investment2020

Fidelity International is an exceptional employer that prioritises the growth and development of its apprentices through a supportive and inclusive work culture. Located in Kingswood, Surrey, employees benefit from free parking and shuttle services, while gaining valuable industry insights and skills in a collaborative environment. With a commitment to diversity and a focus on long-term career development, Fidelity offers a unique opportunity for individuals seeking meaningful and rewarding employment.
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Contact Detail:

Investment2020 Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Clients Service Apprenticeship Programme in Kingswood

✨Tip Number 1

Get to know the company! Research Fidelity International and its values. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice your communication skills. Since you'll be dealing with clients, being able to explain financial products clearly is key. Try role-playing with friends or family to build your confidence.

✨Tip Number 3

Network like a pro! Connect with current employees on LinkedIn or attend any events they host. This can give you insider knowledge and might even lead to a referral!

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining Fidelity and ready to take that first step towards your career.

We think you need these skills to ace Clients Service Apprenticeship Programme in Kingswood

Customer Service
Communication Skills
Problem-Solving Skills
Empathy
Professionalism
Team Collaboration
Attention to Detail
Adaptability
Computer Skills
Knowledge of Financial Products
Conflict Resolution
Innovative Thinking
Networking Skills
Learning Agility

Some tips for your application 🫡

Be Yourself: When you're writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to show your enthusiasm for the role and the company.

Tailor Your Application: Make sure to customise your application to fit the Client Services Apprenticeship. Highlight any relevant skills or experiences that align with what we’re looking for, like problem-solving and customer focus.

Proofread, Proofread, Proofread!: Before hitting send, give your application a good once-over. Typos and errors can make a bad impression, so take the time to ensure everything is polished and professional.

Apply Early!: Don’t wait until the last minute to submit your application. We process applications on a rolling basis, so getting yours in early could give you an edge. Plus, it gives you more time to prepare for the assessments!

How to prepare for a job interview at Investment2020

✨Know Your Stuff

Before the interview, take some time to research Fidelity International and its services. Understand their values, especially around client service and innovation. This will help you answer questions confidently and show that you're genuinely interested in the company.

✨Showcase Your People Skills

Since this role is all about client interaction, be ready to demonstrate your communication skills. Think of examples where you've successfully resolved issues or helped someone out. Highlight your ability to empathise and build rapport with others.

✨Prepare for Scenario Questions

Expect questions that ask how you'd handle specific situations, like dealing with a difficult customer or managing a complaint. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly and effectively.

✨Ask Thoughtful Questions

At the end of the interview, have a few questions ready to ask your interviewer. This could be about the training process, team dynamics, or opportunities for growth within the company. It shows you're engaged and thinking about your future there.

Clients Service Apprenticeship Programme in Kingswood
Investment2020
Location: Kingswood

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