Client Services Level 3 Apprenticeship 2026 - Kingswood

Client Services Level 3 Apprenticeship 2026 - Kingswood

What you’ll be doing:

We don’t expect you to come straight in and know everything about what we do. Whatever you’ve studied, we’ll help make sure you get the most out of your time with us.

Your role and responsibilities as a Client Services Apprentice will include:

• Providing first line support to customers, advisers, or members while being part of a collaborative and diverse team environment.
• Handling queries with professionalism and empathy across multiple channels (primarily phone, with email and letters).
• Explaining financial products clearly, providing knowledge and guiding customers to helpful tools and information.
• Taking ownership of each interaction, helping customers manage their investments easily, ensuring full resolution.
• Logging and escalating any potential risks, fraud cases, or vulnerable situations.
• Handling complaints constructively, aiming for early resolution.
• Identifying innovations and supporting new projects and initiatives.

In Client Services, you’ll go on a journey which will help you build your knowledge and your confidence. You will be constantly learning and adding to your understanding of Fidelity and its products and services you progress through your Apprenticeship. The experience you gain will give you an excellent foundation on which to build your career.

What we look for:

We’re looking for people that are interested in both the industry and the sector but ultimately, we are looking for those seeking a career which will reward them with both job satisfaction and career development. During your apprenticeship, you will gain important insights and skills which will prepare you well for your future, as well as learning from some of the best in the industry.

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.

You will have the ability to build rapport and networks with fellow employees internally and customers externally and will look for new ways to improve the services we offer through showcasing Fidelity’s values of integrity and trust.

You’ll be highly energetic and inquisitive with a creative mind and will continuously look to identify new ways of working and solving problems.

We value candidates who still have an interest in learning and who want to build a rewarding career - we’re investing in your career for the long-term.

We welcome applications from students from all educational backgrounds.If you’re inquisitive and ambitious, an apprenticeship at Fidelity could be a great opportunity for you.

As a minimum requirement you’ll need to:

• Have achieved GCSE Grade 4 or above in English and Maths
• and a Further Education qualification (A Levels, BTEC, IB etc.)
• Have good computer skills (knowledge of Microsoft Word, Excel and Power Point preferred)
• Have excellent communication skills
• Have the Right to Work in the UK
• Have lived in the UK for 3+ years
• Be available to join us in September 2026

Training and Development

Over your two-year apprenticeship programme, you will be based in our Surrey offices, where you’ll not only learn how client services contribute to making our organisation work seamlessly, but also build your knowledge of the wider business.

You’ll start your apprenticeship with a mini-induction, during which we’ll introduce you to the investment management industry and how it fits into the City. You will then join the Client Services Induction which will help build your skills and knowledge to speak to our customers. After that, there are many more ways to develop your skills as your apprenticeship progresses.

At every stage, your development will be underpinned by the best apprenticeship training and professional certified courses.

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.

Social and networking events will help you get to know our people and culture. All the while you’ll be learning on the job, working to clear goals and understanding your own potential.

Future Opportunities

During your time with us you’ll get to learn even more about what you enjoy, what you’re great at, and how to develop the career path that’s perfect for you. Our apprenticeship programmes may even lead to full-time opportunities if that’s what you’re looking for.

Application Process

Please note that there are 3 online assessments which you’ll need to complete by the time the window closes. They take around 40 minutes to complete, so make sure you give yourself plenty of time.

All assessment centres are expected to take place March and April 2026. However, we process applications on a rolling basis, and therefore an early application is advised.

As part of our commitment to inclusion, we are a disability-friendly company. As such, we will welcome a conversation with you if you feel you might benefit from any adjustments to perform to the best of your ability during the recruitment process and beyond.

For any enquiries regarding your application, you can contact us at earlycareersatfidelity@fil.com. Please note this mailbox is not monitored on weekends or public holidays.

Our Values

• Integrity – Doing the right thing, every time and putting the client first
• Trust – Empowering each other to take the initiative and make good decisions

Our Behaviours

• Brave - Challenging the status quo, being accountable and speaking up
• Bold - Acting with conviction, encouraging diverse thinking and keeping things simple
• Curious - Learning to do new things in better ways and encouraging fresh thinking
• Compassionate - Having empathy, caring for colleagues, clients & community

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.

How to apply

To apply for this role and to find out more, please click on the apply button. Please note that applications may close before the application deadline, so apply early to avoid disappointment.