Early Insights Sixth Form Programme

Insight Programme

We believe that it’s never too early to start thinking about your future, and at Fidelity we are passionate about providing a range of opportunities to help bright young individuals embark on exciting new career paths within our industry.

Our Early Insights Programme is aimed at talented and ambitious individuals in Year 12 or 13 of school or Sixth Form College. If you have ever considered a career in finance, or want to find out more, then we can help you discover the huge range of opportunities available to you at Fidelity. 

Join us in our London office for this three-day interactive programme to find out more about our industry-leading Investment Management and Business teams, our innovative and ground-breaking Technology division, and the full range of future Insight Programmes, Apprenticeships, Internships and Graduate programmes that we offer. It's never too early to start developing key business skills and being exploring your career possibilities.

Please note that the Fidelity Early Insights Programme will take place from 3rd – 5th April 2017: check before you apply that you are available during those dates to attend.

 

Programme overview

What you'll be doing

Programme highlights include:

  • Grow your knowledge and understanding of this fascinating and fast-paced industry through seminars and networking opportunities with Fidelity’s business leaders.

  • Take part in interactive skills sessions to develop and hone core business and interpersonal skills.

  • Work in teams to research, design and pitch your ground-breaking and innovative ideas to the business.

  • Learn essential employability skills with CV writing and interview workshops led by our experienced campus recruiters.

  • Gain real life experience and long-lasting networks and connections during this fun and informative programme designed to really kick-start your career.

 

Who we look for

Places on our Early Insights Programme are open to anyone currently studying in Year 12 or 13 students or those currently studying at college towards their A-levels or equivalent qualifications. It doesn’t matter what subjects you are studying or if you have very little knowledge of the financial industry. If you want to find out more, we want to hear from you.

 

Day in the life

How we make it happen

Through outstanding investment solutions and world class customer support, we do the utmost to help our clients achieve their financial goals. As part of that, we’re always on the lookout for new business opportunities, ways to refresh our investment product offering, as well as for prospective new clients to invest – something that calls for the expertise of a variety of teams across a number of stages. It’s the combination of their specialist knowledge that makes it all happen.

Use our interactive game to learn more about each step in the process

You scored

0/0

Test your knowledge by ordering each step one through to eight on the right. You’ll get two chances to score eight out of eight.

If you’re interested in a particular part of the process, you can click through to view the related graduate programme or internship.

 

Business opportunity identified

Fidelity is always looking for new business opportunities and we go about it in two ways. If we have the investment capability to launch a new product, we look to our Investment Team to determine how it could be worked into a new product. On the other side of things, our Sales and Marketing team speak to clients; listen to their requirements and spot gaps in the market place for a new product.

If this part of the process interests you, find out more about our Sales and Marketing or Business Management graduate programmes.

New fund designed, approved and created on system

Once an opportunity has been identified by the Sales or Investment teams, the Product Development team will progress its potential launch by analysing the competitive market, assessing its asset gathering potential and pulling together a business case for submission to the product review group. Once the new fund has been reviewed and formally approved by the product review group, it's set up on the Fidelity accounting system and in every country and currency that it wants to invest in.

If this part of the process interests you, find out more about our Business Management and Operational Management graduate programmes.

Fund launched with marketing campaign

With the new fund secured, we'll look to the Sales and Marketing team to launch it into market through as many channels as possible. That might include traditional advertising like specialist financial and general publications, mail shots to existing clients, poster campaigns, conference presentations and direct sales pitches. But we'll also make the most of new media and social networking platforms like Facebook, Twitter and various websites and blogs in order to reach the widest audience possible.

If this part of the process interests you, find out more about our Sales and Marketing or Business Management graduate programmes.

New client decides to invest in fund

As a result of our wide spread Sales and Marketing activity, a client will decide to invest in the new product. To do that means contacting our Customer Contact Centre and giving instructions on how much is to be invested and in which funds. Similarly, if a client wishes to redeem their holdings and withdraw their cash, they also call to speak to our Client Services teams. As often the only members of staff that a private investor will ever talk to, our Client Services teams are critical to our operation.

If this part of the process interests you, find out more about our Sales and Marketing graduate programme.

Customer account set up and checks completed

Before a new client can place a deal with Fidelity, our Accounts team need to set them up on our systems - allowing us to record their investment in the funds they wish to buy and account for the cash that they send us. It's also vital to carry out stringent checks as to where the money is coming from to ensure it is from a bona-fide source - a process carried out by our Anti Money Laundering Team

If this part of the process interests you, find out more about our Operational Management graduate programme.

New client monies invested in fund

Once the client is set up, the Dealing team uses the cash they've invested to buy units in the fund. The units are bought at the NAV (Net Asset Value) price calculated at close the previous working day and based on the value of the assets owned by the fund at that point. As part of our Broker Services, we also charge a one-off initial fee to the client in order to cover the cost of buying the stock in the market.

If this part of the process interests you, find out more about our Equity Research, Fixed Income, Fidelity Solutions graduate programmes.

Fund manager manages the fund

Every morning the Fund Manager gets a cash flow report. It's up to the Portfolio Services Group to make sure that new client money is invested promptly and that there is enough cash in the fund to pay clients if they want to redeem their existing holding in a fund. From there, the Fund Manager draws on insight provided by our in-house team of Research Analysts to decide which stocks to invest the client money in, or which to sell. It's then down to the Traders to take the stock purchases and sales transactions to market where funds are bought or sold at a Net Asset Value (NAV) price - a price calculated by our Accounting team based on the value of the assets owned by each fund.

If this part of the process interests you, find more out about:

Fund performance calculated and fees charged

The performance of the fund is calculated on a daily basis by our Investment Statistics group. They monitor a fund's long-term performance compared to both its Index and similar funds run by competitors. Each fund is charged an annual management fee that's taken from the total assets owned by the fund so that all clients invested in the fund are charged equally.

If this part of the process interests you, find out more about our Business Management graduate programme.

Recruitment process

To apply for a place, you will be required to submit a short online application and prepare a motivational statement to express your interest in taking part in our insight programme. Applications are screened on a rolling basis so apply early to avoid disappointment.

Deadlines

Applications close Tuesday 31st January 2017.