• Wealth Management
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Working with Fidelius

At Fidelius our culture is open, honest and friendly. We value the contribution of each and every member of our team and acknowledge our greatest asset is our people, who in return, strive to provide exceptional customer service and share our aspirations and values.

We currently have the following opportunities:

Paraplanner

Our fast growing business has an exciting opportunity for an experienced Paraplanner to join our Bath office. We are looking for someone who has the technical expertise to support our Financial Planners whilst delivering excellent service to customers and colleagues. This role is a fantastic opportunity for someone who enjoys reporting writing to a professional quality, whilst working as part of a growing team.

Technical PA

We have a fantastic opportunity for an experience Wealth Management PA to join our Bath team and work with one of our Senior Financial Planners. You will work alongside our Administrators and Paraplanners to provide excellent client service. This role is a fantastic opportunity for someone who has experience in preparing valuations, processing online applications and dealing with new business and wrap platforms.

At Fidelius we pride ourselves on client focus and our company culture. As a business we value our; integrity, collaboration, accountability, recognition and empowerment and are looking for someone who holds these values at their core.

If you would like to hear more please contact HR@fidelius.co.uk

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