[Register Your Interest] Level 3 Client Services Apprenticeship

by Fidelity International


Job Details

Apprenticeship - Advanced Level (Level 3)
Business & Administration, Finance & Banking

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[Register Your Interest] Level 3 Client Services Apprenticeship

With a Fidelity apprenticeship, we want you to exceed your potential and enjoy outstanding career success. You will earn while you learn and receive world-class training from experts in their field. You don't need a background in finance to apply for one of our schemes. But you will need passion, drive and an interest in your chosen area. Whichever scheme you choose, you'll have lots of responsibility from day one.

Client services are crucial to our vision of building the strongest possible customer relationships. Our objective in dealing with each case is to maintain and improve the customer experience with Fidelity.

Over your two-year apprenticeship programme, you'll be based in our Surrey office. Depending on the team you join, you might be handling incoming calls from customers, making outbound calls, dealing with complex queries from customers by letter, phone and email, identifying innovations, or supporting new projects and initiatives.

Customer focused

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.


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.

Academy / progression

When you start with us, you will also be enrolled onto the client services academy. Whilst in the academy, you will receive training on technical software, legal, complaints, consolidation, pensions, new customers and investment trusts over an eighteen-month period. This will be in addition to your apprenticeship.

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.

  • 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.
  • 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 at least five GCSEs between 9-4 (or A*-C), two of which we prefer to be English and maths.

About Fidelity

Fidelity International is a privately held, global asset management business with the aim to help our clients fulfil their financial goals. We are dedicated to delivering the Fidelity experience to a wide range of clients from individuals, directly and through financial advisers, to large companies, institutions and governments. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for nearly 50 years.

With over 7000 employees worldwide and working with clients in over 40 countries, we take pride in our understanding of global needs.

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