About the OpportunityJob Type: Fixed Term Contractor
Contract duration : 11 months.
Application Deadline: 26 February 2025
Title: Account Manager
Department: Fidelity Adviser Solutions
Location Kingswood
Reports To Andy Starr
Level AM/M
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our [insert name of team/ business area] team and feel like you’re part of something bigger.
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.
About your team
The Account Management team supports the service management requirements of our key distributors of Fidelity and Fidelity Adviser Solutions funds, products and services. The team looks to build strong partnerships and ensure that excellent levels of service and customer experience are provided to its most valuable customers of the UK Retail Business
About your role
This role requires an individual with excellent interpersonal, communication and presentational skills able to build strong relationships with clients to support the continued growth of the Fidelity Adviser Solutions platform. The individual will be responsible for the service management of a defined group of top Fidelity Adviser Solutions users. The role requires the individual to pro-actively work with accounts to enhance the service proposition, improve customer experience and maximize their usage of the Fidelity Adviser Solutions platform consistent with their proposition and business model.
About you
Minimum of 2-3 years Financial Services experience with a good understanding of core UK products and services. Relationship management skills – previous experience in a client facing role Strong understanding of IFA and/or institutional business model Good understanding of Adviser Solutions and the competitive landscape within the industry
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
What We Do
Fidelity International offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a privately held, purpose-driven company with a 50-year heritage, we think generationally and invest for the long term. Operating in more than 25 countries and with $739.9 billion* in total assets, our clients range from central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
Our Workplace & Personal Financial Health business provides individuals, advisers and employers with access to world-class investment choices, third-party solutions, administration services and pension guidance. Together with our Investment Solutions & Services business, we invest $567 billion on behalf of our clients. By combining our asset management expertise with our solutions for workplace and personal investing, we work together to build better financial futures.
*Data as of 31 March 2021
