We are hiring for an IT Administrator - 1st Line Support to join our growing IT team.
In this role you will provide systems and data administration support to the IT & Systems Manager and wider business, through a wide variety of tasks and activities.
About Fidelius
Fidelius is an award winning Chartered Financial Planning firm with offices across the UK in Bath, Cheltenham, Chelmsford, London, and Nottingham. It is recognised as Money Marketing's Investment Advice Firm of the Year 2025, a VouchedFor Top Rated Firm 2026 and was ranked in the top 20 of FT Adviser's Top 100 Financial Advisers in 2025. Founded in 1998, the company has around 240 employees and offers services including Wealth Management, Retirement Planning, Protection Planning, Employee Benefits, and Mortgages.
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
1. Systems Support
2. Reviewing, actioning and updating IT Tickets on the Internal Ticketing system and keeping staff up to date with progress.
3. Provide day-to-day technical support and troubleshooting on a variety of internal systems.
4. Complete monthly IT security checks following a report from our IT Support provider and ensure all line managers are notified and follow up on any outstanding training required.
5. Undertake monthly system license reviews across internal systems to make sure only active staff have access.
6. Supporting new starters and ensuring necessary access to software and cloud-based systems including Online Providers in a timely manner.
7. Removing leavers from all relevant systems in a timely manner and ensure we obtain all IT hardware prior to leave date.
8. Data administration
9. Support the IT & System Manager with system data reviews by carrying out manual data cleansing projects, inputting correct or missing information into systems.
10. Take a proactive approach ensuring system data is accurate and up to date; Identifying and correcting additional areas that need cleansing.
11. Update Company SharePoint sites with any changes and new documents as requested by departments across the business and approved by the IT & Systems Manager.
12. Helping to identify where efficiencies can be made with the use of automation and the tools, we have available to us.
13. Running bulk daily client data valuation uploads on back-office system.
14. Support the IT & Systems Manager with the creation and maintenance of master lists to cover our company hardware, software licences and access rights.
15. IT and Systems Department Support
16. Support the IT & Systems Manager with the testing of new processes and policy documentation to support growing company needs.
17. Ensure system and IT documents and policies are up to date and amended when required.
18. Support the IT & Systems Manager with annual reviews and research of company hardware and software licences.
19. Support the IT & Systems Manager with manual office technology changes such as changes in office layout, new meeting room technology and office relocations.
20. Provide support on relevant Company Projects.
21. Team Working
22. Build strong working relationships with all colleagues across the business.
23. Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met.
24. Provide absence cover for team members.
25. Undertake project work and additional duties as and when required.
26. Compliance
27. Treat all data with complete confidentiality and take reasonable steps to protect this at all times.
28. Treat our customers fairly at all times, referring to your Line Manager or the Head of Compliance for guidance if necessary.
29. Act in accordance with Compliance procedures and FCA Regulations at all times to ensure regulatory requirements and company policies are correctly followed.
30. Maintain client records and update client information on back-office systems to keep an effective audit trail.
31. Undertake work appropriate to your skills and ability.
32. Training and Knowledge
33. Work with your line manager to create a personal development plan and agree CPD activity.
34. Successfully undertake company tests and attend company training sessions.
Knowledge, Skills and Competencies
Role Requirements
* Full time role.
* Some travel on occasion to other Company offices.
Essential Experience & Skills
* Good working knowledge of Microsoft Office products including Word, Excel, Outlook and PowerPoint.
* Experience of working with online systems/software and data inputting.
* Experience of delivering accurate, relevant and timely information.
* Ability to meet deadlines.
* Experience of using written and verbal communication.
* Ability to work within a confidential environment and maintain trust and confidence with employee and client data.
Desirable Experience & Skills
* Experience using a ticketing system and having to manage own tickets.
* Experience of working with SharePoint and Power Automate.
* Previous experience of working in similar role.
* Experience of working in a small to medium sized financial services environment.
* Experience of working in an environment of significant change
* Experience of working with Intelligent Office or a similar back-office system