Retail Operations Apprentice Review

I work within the fees team at Fidelity mainly focusing on Adviser fees. I'm responsible along with my team for completing both the collection of fees from client accounts as well as paying those fees out to advisers. I also answer any queries that arise from this.

I have developed my communication skills, reaching out to different areas of the business where required. My computer skills have also increased, especially with using excel.

I'm enjoying learning new things in regards to investment management (both from the qualification as well as in my role) and getting the chance to meet new people. However I find my days quite mundane and often don't feel challenged enough. This has made me want to explore my options more.

I believe the programme is structured well. I am happy with the resources (textbooks, training provider) to complete my exams/coursework. However I struggled to find time in my working day to complete revision (1.5 hours expected per day to focus on apprenticeship work), as was often given to much work. This was a struggle to get decreased.

I'm happy with the support received from my employer. Members of the apprenticeship team are always happy to respond to any queries I have. My managers are also supportive.

I am also happy with the support received from Fitch. I have a designated skills coach who is very helpful in answering questions as well as giving feedback on my coursework.

I believe it helps to a certain extent although majority of topics from the exams aren't relevant to my role. I'm happy to learn as much as I can though as is also helpful when looking towards the future.

Yes I often go out with members from my team. I have also attended some Investment 2020 networking events although since entering my second year of the apprenticeship there have been less invitations to these.

Yes

It's a nice place work and I find the company supportive towards my goals and future career path.

To be confident within yourself and your own abilities and be up for pushing yourself out of your comfort zone.