Equity Manager
Fidelity International

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Vicky Feltham

00:00:03 My name’s Victoria F, and my job title is Manager for Equity Co-ordinators. It means that, as a group, we support all the investment professionals in this Fidelity building, and we look after all their administrative needs. So I have 17 direct reports, and I work with two other Managers who also have direct reports. Overall we logistically make sure that the team can cover and support all the investment professionals’ recruitment needs, we write appraisals, individually we’re a point person for each person that reports to us, so we look after their development and training, how they’re doing in their role, if they need help, how we can progress them, and any other ad hoc things that come up with managing people.

00:00:47 So when I was at school and taking sort of options at GCSE, and being asked about what you want to do at college, outside of my love of animals and thinking about being a vet, what I enjoyed most at school was the organisational side of things. So my Business Studies classes, learning computers etcetera. I was absolutely diabolical anything artistic, creative or sport – related. So that was what I enjoyed the most. So I decided that I felt I would be good at a support or a secretarial role. So I went to college to study GNVQ Business. And then I decided that I would really love to work in London, I’ve always loved the city, I still do now, I feel that it’s a great place to work, I get a real buzz from it. So I headed off to Agencies, and a few contacts that the college help you with. I wrote lots and lots of letters to some companies that I knew of, and some companies that I just picked out of a book. And waited for responses.

00:01:44 I think, looking back, the most difficult thing I coped with was moving from the Bank of England. Because that role – I really didn’t have my confidence then. It was my first job, I was very insecure, very naĂŻve, and I didn’t – really didn’t have any mentors, I hadn’t built any relationships to be able to say to anyone – is this right, that I feel like this? I felt very alone in that job.

00:02:13 So the move from my first job to the second, was very much like coming out of college and going to the first job. I definitely think it teaches you a lot, it’s a very scary move, but once you’ve done it, you really can look back and think that you really understand what – where it is you want to go. So I think for me it’s a really nice way – that everybody has to come out into the big wide world at some time, but it’s not always that big, and that scary, and you can really learn a lot about yourself. And it’s actually really fun element to thinking – this is my life ahead of me now, I can decide where I want to go and what I want to do, and there’s actually a lot of opportunities out there.

00:03:25 I brought my globe. I know I’ve sort of already mentioned, but I do love to travel. Not a regret, but something I would like to think I will still do in my lifetime is to travel for an extended period of time, but I never did that in my – from college to now, because I always felt there was something else in my life going on – a career move that I should do, or want to buy a flat, etcetera. So for me one of the reasons for working is to achieve – to be able to do this goal, and to travel. I’m a great believer in work/life balance, I think that you really do – you need to be dedicated to something, and have some work to be challenged and be interested in, because then it makes the leisure time and the things that you can work towards so much more enjoyable. If you just had those all the time, I don’t think they’d be as much fun. So it’s really – I really enjoy thinking that’s what I want to set my goal, that’s the next place I want to go. I save up towards that, and I look forward to it, and then I really enjoy it when I get to see a different place and a different culture.

00:03:51 ENDS

Victoria F is a Manager for Equity Coordinators at Fidelity. She manages a team that provides support. She says “I’ve always loved the City, I still do now, I feel that it’s a great place to work, I get a real buzz from it.”

More information about Financial accounts managers

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ÂŁ52,000
average salary

The UK average salary is ÂŁ29,813

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37
average weekly hours

There are 37.5 hours in the average working week

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49%  male 
51%  female 

The UK workforce is 47% female and 53% male

Future employment

Future employment?

Description
? Financial accounts managers manage client accounts or departments within financial institutions (such as banks and insurance companies) or manage a variety of financial accounts within other organisations.
Qualifications
There are no formal academic requirements although professional qualifications in accountancy may be required by some employers. Vocational qualifications in Accounting are available at Levels 2, 3 and 4, and apprenticeships are available in some areas.
Tasks
  • Develops and manages business accounts to increase sales of financial products
  • Takes responsibility for the efficient and effective operation of several business accounts
  • Manages teams handling insurance claims
  • Checks customers’ credit rating with banks and credit reference agencies, and decides whether to offer credit
  • Establishes terms of credit and ensures timely payment by customer, renegotiates payment terms and initiates legal action to recover debts if necessary
  • Carries out and/or supervises general accounting and administrative work
Employment by region
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Top 10 industries for this job
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Auxiliary  services 23026
Financial services 20789
Legal & accounting 15810
Head offices, etc 9482
Office admin. 6588
Retail trade 6390
Wholesale trade 5062
Land transport, etc 4943
Waste management 3521
Employment activities 3496
Employment status
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