Work With Us
- Life at Fidelius
- Join our team
- What our people say
When you join Fidelius, you become part of a team that puts its clients and its people at heart. We don’t use empty words, we genuinely care about your growth and development. We are committed to supporting everyone in realising their potential.
Life at Fidelius
At Fidelius, we put people first. It’s one of our core values. We’ve built a culture where we are open and honest, collaborating with colleagues across the business on all our projects. By supporting and nurturing our team, we see them grow and thrive – just like the plans we put in place for our clients.
Your journey
Every employee at Fidelius can see a clear pathway from their role through to our company’s vision and values. We make sure we all live our values and make them happen through our actions. We create a culture of inclusion for our people, with a focus on health and wellbeing.
Your support
We help our people plan for their future. Our comprehensive benefits and competitive reward packages look after our team through different life stages.
Your career
We create a place where you can grow and develop, realising your full potential. We nurture our people to be the best they can be.
Join our team
When you join us, you become part of a community that thrives on collaboration, innovation and helping our clients reach their goals. You’ll be able to learn and further your career with the tools and support you need to succeed. At Fidelius, your contributions will make a real difference. You’ll make a real difference. Join us in our mission to make it happen.
Trainee Business Quality Controller
(View Job Description)
In this role you will assist with the management of business issues and complaint investigations to resolution. Producing monthly and quarterly MI to support file checking. Obtaining Mortgage letter and remedial actions data to communicate to teams every month. Adding remedial actions tasks to IO and issuing file check feedback to the FP teams. Managing the BQ inbox to allocate tasks. Ad-hoc projects to support the Business Quality (BQ) Team Leader.
Marketing Manager
(View Job Description)
We are hiring for a Marketing Manager who will be responsible for supporting the Head of Commercial in the implementation and management of Fidelius’ Marketing Strategy and associated campaigns. Responsible for the management of Fidelius’ Social Media Strategy and first point of contact for all marketing, communications (internal and external) and brand related activities, liaising directly with stakeholders across the business.
Wealth Client Executive
(View Job Description)
The role of a Wealth Client Executive is to deliver comprehensive support to Financial Planner(s) whilst delivering excellent service to Fidelius clients and colleagues. At Fidelius, we pride ourselves on excellent client service, we focus on Financial Planning for the future and believe that our people are the key to our success. Please see the following link for the job description - View job description Location: Bath, Cheltenham & Chelmsford
Corporate Client Executive
(View Job Description)
In this role, you will be responsible for providing administration support to the Corporate Financial Planners and assist the team with duties. Striving to build stronger relationships with a bank of clients and adding value. At Fidelius, we pride ourselves on excellent client service, we focus on Financial Planning for the future and believe that our people are the key to our success.
What our people say
“I started at Fidelius 6 years ago as a Business Quality Controller and have since been promoted to Compliance Advisory Manager. I’ve been supported every step of the way in a culture that truly values development and growth. Fidelius has shown huge flexibility and understanding I balance my career with the responsibilities of parenthood. I’ve been able to genuinely progress professionally without compromising family commitments.
Fidelius has invested in me with continuous training opportunities, mentorship, and hands-on experience that have helped to shape my skills and advance my career. I’m excited to see where my journey here will lead in the years to come!”
“Over the past six years, I have progressed from a Wealth Management Administration role to become a fully qualified Paraplanner. Fidelius provided me with the time, guidance and support to be successful in my exams.
Since I passed the exams, I have been promoted through the paraplanning ranks and we’re already talking about future progression. I’m really thankful to Fidelius for the journey I have been on and I look forward to counting to grow with the company.”
“Since I’ve been at Fidelius been provided with excellent guidance and training and progressed from Wealth Client Executive to Wealth Management Administration Team Leader and more recently to Client Support Team Leader.
Over the past five years, I’ve received the coaching and support required to continue my development and reach my professional goal of becoming a leader. The culture and supportive environment allows me to take inspiration from my peers and the Senior Leadership team, as well as being provided with opportunities to challenge myself. I am excited to see how my career will continue to grow at Fidelius.”
“The Fidelius culture fosters an environment where people are actively encouraged to develop and grow both professionally and personally, which underpins their ethos of pursuing excellence.
I have benefitted from their commitment to supporting their team whilst obtaining the Level 4 Diploma in Regulated Financial Planning on my first attempt, and I am currently on my journey towards achieving Chartered status. I look forward to furthering my career at Fidelius and realising my dream of becoming a Chartered Financial Planner.”
“I joined Fidelius in April 2021 and a short while later they introduced the ‘Path to Chartered’, investing in support and guidance to allow me to expand my knowledge and qualifications. As a result of this, I successfully reached Chartered status in Spring 2023.
My development has really been boosted by my peers. I have had so many opportunities to observe highly qualified advisers, with a wealth of experience, which has really helped me to learn from their best practice. As a result, I’ve developed my own approach to advising and shape the way I deliver a high-standard service to my clients to assist them in their financial journey. I can’t wait to continue to grow my career over the coming years.”
