Client Operations Apprentice at Fidelity International

Start Date:
Programme Type:
Apprenticeship - Advanced Level (Level 3)
£17,500 annually
Review Date:
February 2017

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


I work in Pension Operations as an Operations Apprentice. I have to take calls from the public. financial advisors and our clients. I advise them on key specifics within their plan such as charges and annual allowance. I am to shadow different departments in my allocated 20% time.

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


Within this programme I am studying towards my Investment Operations Certificate and my NVQ in Providing Financial Services in my first year. From this I can then develop my knowledge further and pick up another qualification. Fidelity provide you with working skills training such as personal development, how to set goals and drive your career.

I have learnt a lot about pensions and how the finance industry is working.

3. To what extent do you enjoy your programme?


Fidelity is a great company to work for, everyone is really friendly and always willing to help. The team I work for are so open, and all help each other with any problems they have. My manager is approachable and easy to talk to. Even though fidelity is a corporate company , it has a relaxed friendly atmosphere throughout. I enjoy the programme Fidelity has given me and it has met my expectations

4. How valued do you feel by Fidelity International?


I feel appreciated by my manager and co-workers. There are regular awards through out the company and department. You can win vouchers and a certificate. I am able to involved in a variety of projects and raise my voice. Fidelity is open to knew ideas and encourages their employees to speak up.

5. How well organised/structured is your programme?


The Induction was a week long and we learnt about trading, how to use excel and about the company. I have a tutor who will come in once and month and assign me tasks to complete. I get 20% time allocated where I can study, shadow or take on extra projects. I have regular meetings with my manager and the apprentice co-ordinator. Tasks are delegated well within my team, we have different levels for our capabilities and what tasks we can deal with.

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


Currently there isn't a training provider for the Investment Operations Certificate however they are going to be booking us onto some courses. We have a local collage who comes in once a month for our NVQ in providing financial services. They have provided me with guidance on how to pass my assignments and are also on hand to contact if they are off sight.

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


I have received a lot of support from my HR team, they have provided me with guidance on how to develop within my career. There is an online portal where I can access information about the company.

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


My salary is generous for an apprentice. It meets both my living, social and daily costs. I have to commute over 80 miles a day to get to and from work so it also covers the location costs.

8. Are there many opportunities outside of work?


Within the apprenticeship program you can visit other schools and pitch about fidelity. I also attend the Excel Careers event where I met a range of young people from different backgrounds.

There is a lunch time boot camp you can get involved in. My team and the apprenticeship team hold regular socials.

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


9b. Why? *

It is such a great company to work for. They offer a good programme and you are able to access all the benefits of a normal employee. You get treated fairly through out the company

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

I would try to stand out, think about what makes you different. My online application included my skills and how I thought it would help relate to the programme and the company.

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