Retirement Services

Fidelity is passionate about people and their futures and Retirement Services is at the heart of this.

What do we do?

Fidelity is passionate about people and retirement services are at the heart of this. We are dedicated to providing our customers with world class service. We help our people grow a diverse range of skills to help them make a difference.

Customer service

Talking to customers about their retirement means you get to connect with people at all stages in their life; whether building a nest egg for their children, saving for their own future or making the big decision on when to retire and how to do it. There are lots of choices - we can help people understand what they are and get them to where they need to be.

Our people

We are committed to building the best customer experience. We recognise that starts with you. Client services at Fidelity have been pioneers in developing opportunities for our people to engage, develop and drive their careers.

Meet the team

The team come from a variety of different backgrounds and have a wealth of experience across many different industries. We work in open plan spaces with an informal dress code to ensure people come to work comfortable. 

What will I be doing?

Over your two year apprenticeship programme, you will be based in either our Surrey or Kent offices, where you’ll not only learn what a key role retirement services play for our customers, but also build your knowledge of the wider business itself alongside completing your apprenticeship training.

Induction

You can expect a three week classroom induction to the client services department and the retirement team. You will get to know the team and management in a friendly environment. Client services and retirement sit together and they are always available for chats, guidance and support.

Customer focused

We’re all about our customers; the best way to get started is to get to know them. This means the first six months or so will be focused primarily on speaking to our customers. You will then move around the client services team and get to grips with new skills, including writing letters and investigating queries. You will have time to reflect on your experiences and build case studies with support of your mentor.

Training

You will be on a level 3 financial services apprenticeship. At every stage, your development will be underpinned by the best training and professional certified courses with the aim of employing you full-time once you have completed your apprenticeship qualification. You will spend one day a week offsite as part of your apprenticeship programme, fully focused on your learning and development.

Progression

From 12 months, you will move in to out of department rotations of approximately two months each. Departments can include product, workplace investing (WI) or retail & pension operations (RPO). You will then put all your experience together to help drive innovation. Every day presents a new challenge and learning environment but with lots of assistance on hand from the entire team, there is always that cushion of support.  

What we look for

We want 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 experience, you will gain important insights and skills which will hold you well for your future career as well as learning from some of the best in the industry.

Career Driven

You will be highly driven with the intellectual curiosity for progression. You don’t need to have a customer focused or communications related background, but an interest in people, customer satisfaction and problem solving are attributes we admire.

Build Networks

You will have the ability to build rapport and networks with fellow employees internally and customers externally.

Keen Learners

We value candidates who still have an interest in learning and who want a career that rewards them financially as well as with job satisfaction. We will invest in your career for the long-term.

Academic Standard

You will need a minimum of two C’s at A level or equivalent and to have already obtained at least five GCSEs between A*-C, two of which we prefer to be English and Maths. 

Learning and development

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.

Qualifications

The retirement services associate role is on a level 3 financial services apprenticeship.

Salary and Benefits

We invest a lot of time and resource into our apprentices, ensuring you receive a really strong remuneration package including salary and lifestyle benefits. Apprentices on a Level 3 apprenticeship receive a starting annual salary of £17,500. All apprentices receive a £500 welcome bonus upon starting as well as a bonus after year one of £1,000 provided that they are on track
with their qualification. 

Application process

We like candidates with multiple skillsets, which is why the recruitment process will look to have assessments and questions that will aim to highlight your work ethic, personality and potential.

Online application

We value the different ways that people think. Don’t tell us what you think we want to hear - it’s not what you choose to write about that matters but how you articulate your thoughts. We will be looking for you to provide your answers via previous examples from school, college, employment, voluntary work or societies, sports or clubs you may have been involved with. You don’t have to do this all in one go – you can save and log in as many times as you want with your username and password.

You will need to:
- answer three questions to support your application
- provide an up-to-date CV

Online testing

There is one online, deductive reasoning test to complete. The test is focused on your ability to tackle and identify problems or errors in passages of business text.

Phone interview

If your application is successful, we will ask you to complete a motivation-based telephone interview, lasting approximately 30 minutes. We’ll ask you why this apprenticeship within Fidelity International appeals to you the most, as well as learning more about your interests, background and skills, and how you have previously used these to good effect.

Assessment centre

The top applicants overall will be invited to the final stage, the assessment centre. During this one day assessment, you will be one of five other candidates involved in a combination of a group exercise, an in-tray exercise and an interview with the business.

Offer

Stand out at the assessment centre and we’ll offer you a place on our apprenticeship programme starting in late September 2018. You’ll have two weeks from the day you receive your offer to make a decision. We will assign you a current apprentice as a buddy to help with your decision making. This individual will also be on hand for help, support and guidance throughout your apprenticeship once you start.