ISFA Apprentice at Fidelity International

Start Date:
Programme Type:
Apprenticeship - Advanced Level (Level 3)
£17,500 annually
Review Date:
January 2016

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Review Score


1. Please give an overview of your role and what this involves on a day-to-day basis:


As an apprentice in ISFA at Fidelity we have a very varied range of daily tasks. I am in Corporate Actions dealing with the processing of dividends, cash instruments and company proposals and changes. As my time here goes on I am learning more and more, and becoming more independent and now produce my own reports.

2. Have you learnt any new skills or developed existing skills?


I have sat and passed the first Investment Operations Certificate exam. Still have 2 more to go - have become far far better when using a computer (Microsoft systems) and my typing has improved greatly. I am booked on an Excel course, date TBA

3. To what extent do you enjoy your programme?


I enjoy my programme very much, great people and great office working atmosphere.

4. How valued do you feel by Fidelity International?


Very. there are large support networks in place and almost anything you want can be arranged for you.

5. How well organised/structured is your programme?


Really well - mixture of college and ISFA work is balanced well, given enough time to get work done but not too much so that you are bored and the learning programmes really do help you which is rare to see

6a. How much support do you receive from your training provider?


One visit a month and an online portal system to upload/see marked work.

6b. How much support do you receive from your employer?


a lot, whenever you need any form of support it is there, someone is always willing to sit with you and show you something new

7. How well does your salary/package meet your costs?


An apprentice wage is always going to be slightly lower than average salaries but Fidelity pays very well and majority of my costs are covered plus they have great expenses

8. Are there many opportunities outside of work?


yes there are all sorts of different things going on. Boot camps, football teams etc

9a. Would you recommend Fidelity International to a friend? *


9b. Why? *

Great company, excellent reputation and a great place to learn your trade in the industry.

10. What tips or advice would you give to others applying to Fidelity International? *

Learn why Fidelity is different, know the company, know what its private status means for workers and customers.

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