We are hiring for a Wealth Management Administrator to join our growing team.
In this role you will be responsible for assisting our Wealth Management team with day to day client and office administration support.
Fidelius is a Chartered Financial Planning firm with offices across the UK in Bath, Cheltenham, Chelmsford, London, and Nottingham. It is recognised as a VouchedFor Top Rated Firm 2025 and was ranked in the top 20 of FT Adviser's Top 100 Financial Advisers in 2024. Founded in 1998, the company has around 240 employees and offers services including Wealth Management, Retirement Planning, Protection Planning, Employee Benefits, and Mortgages.
At Fidelius, our mission is to help clients build the life they want with confidence. We make it happen. We pride ourselves on excellent client service through long term financial planning and we know our people are the key to our success.
Key responsibilities
Core Administration Activities
* To provide day-to-day administration support to the Operations team to provide our clients with excellent client service, including but not limited to:
* Prepare and package financial planning reports for the Financial Planners and their clients
* Preparation of transactional templated client letters, such as letters of authority and change of address.
* Liaise with product providers to obtain fees and charges on specific products.
* Obtain and assist with the completion of application/instruction forms and fact finds
* Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through appropriate sources.
* Uploading incoming post, plan statements and other documents to client records following process and agreed naming conventions.
* Maintain accurate client information and record client interaction on the back-office system
* Assist with the onboarding process of new clients.
* Assist with client communication and bulk mailers.
* Any additional ad-hoc requests and support on company projects as and when required.
Team Working
* Build working relationships with all colleagues across the business.
* Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met.
* Provide absence cover for colleagues.
* Undertake project work and additional duties as and when required.
Compliance
* Treat all data with complete confidentiality and take reasonable steps to protect this at all times.
* Treat our customers fairly at all times, referring to your Line Manager or the Head of Compliance for guidance if necessary.
* Act in accordance with Compliance procedures and FCA Regulations at all times to ensure regulatory requirements and company policies are correctly followed.
* Maintain client records and update client information on back office systems to keep an effective audit trail.
* Undertake work appropriate to your skills and ability
Training and Knowledge
* Work with your line manager to create a personal development plan and agree CPD activity.
* Successfully undertake company tests and attend company training sessions.
* Willing to undertake exams towards becoming diploma qualified in Financial Services.
Knowledge, Skills and Competencies
* Full time role based in our Bath office.
* Good working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
* Experience with delivery within a set of standards.
* Experience with organisational skills.