Investment Product Development Apprenticeship Programme 2023 - Surrey

Investment Product Development Apprenticeship Programme - September 2023

• Title:                    Investment Product Development Apprentice
• Department:        Platform Product Group
• Location:             Kingswood, Surrey
• Reports To:         Manager
• Job Type:            2-year Fixed Term Contract
• Start Date:          September 2023
• Salary:                £22,000 with a £500 sign-on bonus
• Apprenticeship:   Level 3 - Financial services administrator / Institute for Apprenticeships and Technical Education

Who we are:

We’ve been helping clients plan and invest for their futures for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to everyone from central banks to private individuals.

We’re known for acting with integrity and thinking for the long-term. And across our organisation, we foster a welcoming, caring and inclusive culture where people feel respected, trusted and able to be themselves.

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.

The team you will join:

The role of the Platform Product Group is to seek to understand the needs of our clients which include retail, workplace and brokerage clients. To do this we work closely with regulators, investment, technology and our teams distributing to clients to develop and maintain market leading, competitive products which are fit for purpose, and helps us to differentiate Fidelity International in a competitive market. This means the Platform Product Group drives change to ensure Fidelity is the first choice for customers, employers and advisers when considering where to invest their or their clients’/employees’ money. This team will help a new apprentice to gain a strong grounding in financial services and to develop a fundamental understanding of retail investment products and the evolving needs of our clients.

What you’ll be doing:

We don’t expect you to come straight in and know everything about what we do.

As an apprentice, and whatever you’ve studied, we’ll help make sure you get the most out of your time with us.

During your apprenticeship, you may rotate across 5 different teams:

• Retail Products
  • The Retail Products Team manage the product strategy and governance for our retail products which include Individual Savings Accounts (ISAs), Self Invested Personal Pensions (SIPPs) and our General Investment Account.
• Brokerage Products
  • The Brokerage Products Team manage the product strategy so support the capability to buy and sell shares traded on the London Stock Exchange
• Rapid Product Development
  • The Rapid Product Development Team develop market leading products working with innovative technology and market experts.
• Pension Products
  • The Pension Products Team complete Horizon Scanning (working with our regulators to understand new rules coming into force and lobby to ensure we achieve the correct outcome for our pension customers. The Pension Product also support our channel selling workplace pensions to employers, developing pension products to support regulation and enhancements.
• WPFH Tools
  • The Tools Team support all investment tools (e.g. an tool to search for an investment fund) used by customers on our websites, both in the UK as well as globally. The team maintain, develop and provide governance to ensure all tools on our website are consistent and to the same high standard.

How you’ll be supported:

Over your two-year apprenticeship programme, you will be based in our Surrey offices, where you’ll not only learn how our product and platform teams contribute to ensuring we meet our clients needs, 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 investment management and how it fits into the City. 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.

What we look for:

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

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.

As a minimum requirement you’ll need to:

• GCSE Grade 4 or above in English and Maths
• You do not need a Further Education qualification (A Levels, BTEC, IB etc.) for this role
• Be available to join us in September 2023
• Have good computer skills (knowledge of Microsoft Word, Excel and Power Point preferred)
• Lived in the UK for the past 3 years as of September 2023
• Have the Right to Work in the UK

Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.

As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

Future Opportunities

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.

How to Apply

Please submit your application, including CV via careers.fidelityinternational.com by the deadline displayed on our website.

For any enquiries regarding your application, you can reach us at earlycareersatfidelity@fil.com. You can also email us to request a recording of a December 2022 webinar on our application process and tips for apprentices.

Our Values

All our people must be able to demonstrate affinity with the Fidelity core 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

All our people must be able to operate in accordance with 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