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Fidelity International Assessments

    • 9 tests |
    • 114 questions

Fidelity International is an investment management company, offering financial services to clients across the world. Its business is split into two strands: Workplace and Personal Financial Health, and Investment Solutions & Services.

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Telephone/video interview

If you achieve a high score in your psychometric assessments, you’ll be invited to speak to the Fidelity recruitment team via a telephone or video interview. The interview will be strengths-based and should last around 40 minutes.

When preparing, refer to the job description for the role. Seek to outline how you meet the essential and desirable criteria, as well as how you align with the company’s values, behaviours and overall culture.

Also ensure you do your research on the company and industry, using a variety of sources (beyond Fidelity’s website) to display your career motivation and commercial awareness.

For the best chance at success, sit your interview in a quiet environment, free from distractions. If the interview is to be conducted via video, ensure you position yourself somewhere with a neutral background and dress in smart attire.

You will be alerted as to whether you have made it through to the assessment centre stage as soon as possible after your interview. Due to volume, Fidelity does not provide detailed feedback on telephone/video interview performance.

Fidelity assessment centre

The structure of the Fidelity assessment centre can vary according to the role or programme you have applied for, but it generally consists of a group task, a technical case study exercise, a presentation, and a competency-based interview. It employs a strengths-based selection process.

The group task will assess your team working and collaboration skills, as you will be required to work with a group of fellow candidates to effectively reach a set objective.

Whilst it is important to actively contribute to the task, articulate your ideas clearly and display your own capabilities, a good team player also listens carefully to other points of view and encourages the contribution of others, to deliver the best outcome possible. Time management should also be a key consideration in the group exercise.

The business task, or case study, aims to give the recruitment team an insight into your thought-process and ability to rationalise available information when presented with a challenging business scenario. You will be required to read, interpret and summarise several different sources of information and make informed recommendations.

Your response should be well structured, and your rationale supported. Fidelity is looking for you to bring your own perspective to the business challenge depicted. Do not be afraid of taking an innovative approach or recommending a calculated risk, as long as you can back up your stance with the detail necessary.

You may also be asked to prepare a presentation. If this is the case, you will be given the presentation topic ahead of the assessment centre and have time to research and prepare. Presentations tend to be given in front of a panel audience, who will then respond with questions – so remember to prepare for potential Q&A topics.

You will be assessed on your ability to distil and convey information in a concise and confident manner. It is also vital that you consider the implications of your research upon Fidelity’s operations and business practices.

The final stage of the assessment centre is an interview process. Depending upon the nature and seniority of the role, you may have more than one interview. There can be up to three: an interview with the hiring manager, an interview with a senior leader (along with a relevant business stakeholder, if appropriate) and an HR interview.

Your interview(s) will be based around three areas – your biography (career background and motivations), your expertise (practical knowledge and skills) and your competencies (your behaviours and ways of working).

The interview is also an opportunity to ask any questions you may have, forming a reciprocal and honest interaction.

Full feedback on your assessment centre performance will be available so, even if you are unsuccessful this time, the process can be constructive and improve your chances in the next hiring process you experience.

Fidelity also allows re-applications, as long as they fall within another year’s recruitment cycle.

Practice Aptitude Tests is not associated with Fidelity International. We provide preparation services for Fidelity International psychometric tests. Our tests are not designed to be identical to any style, employer or industry. Visit https://careers.fidelityinternational.com/ to find out more.

Sample Fidelity Tests question Test your knowledge!

Which of the following could be a valid inference made from the statement: 'All of our financial consultants have at least a decade of experience and hold advanced degrees in finance'?

  • Our financial consultants are more knowledgeable than consultants with less experience.
  • Having an advanced degree in finance is a prerequisite for having a decade of experience in our company.
  • None of our financial consultants are straight out of college.
  • Our financial consultants might not have any practical experience.

If you are managing a portfolio that includes stocks, bonds, and alternative investments, and if stocks and bonds represent 60% and 30% of the portfolio respectively, which of the following statements cannot be true?

  • Alternative investments represent 10% of the portfolio.
  • More than half of the portfolio is made up of stocks.
  • Bonds constitute less than one third of the portfolio.
  • The portfolio is diversified across at least three different asset types.

Evaluate the following statement for its logical consistency: 'No financial advisor is a millionaire. Some financial advisors are yacht owners. Therefore, no yacht owners are millionaires.'

  • The conclusion follows logically from the premises.
  • The conclusion is inconsistent because it presupposes all yacht owners are financial advisors.
  • The conclusion is likely because yacht ownership implies considerable wealth.
  • The premises do not provide enough information to determine the truth of the conclusion.

An investor doubled her investment in 5 years. Assuming the interest rate she received was compounded annually, which of the following best approximates the annual interest rate she received?

  • 10%
  • 14.4%
  • 20%
  • 5%

If an investment fund has achieved an average annual return of 8% over the past 5 years, but this year it experienced a -4% return, what is the average return over the 6-year period?

  • 6.5%
  • 7%
  • 8%
  • 4%

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Fidelity Tests Tips

1Understand the Company

Familiarize yourself with Fidelity’s values and service structure. Your insight into their business can give context to the types of questions and scenarios you may encounter on their tests.

2Brush Up on Financial Concepts

Given that Fidelity International operates in the financial services sector, having a solid grasp of basic financial principles can aid you in better understanding and solving test problems.

3Simulate Testing Conditions

Practice under test-like conditions to adapt to the time restraints and pressure. This method will improve your test-taking speed and accuracy.

4Review and Reflect

After completing a practice test, take the time to review your answers, particularly the ones you got wrong. Understanding your mistakes is key to your improvement.

5Stay Calm and Focused

Don’t let nerves get the better of you during the test. Staying calm and maintaining focus are crucial to performing your best.

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Fidelity Tests FAQs

What are the Fidelity tests?

The Fidelity tests are tailored assessments that evaluate the suitability of candidates for roles at Fidelity International. They generally measure competencies in financial knowledge, analytical skills, and scenario-based decision-making.

Are the Fidelity tests hard?

Like many skill assessments, the difficulty of the Fidelity tests can vary depending on your background and expertise. They can be challenging if you’re unfamiliar with financial concepts or analytical reasoning.

How do I prepare for Fidelity tests?

The best way to prepare for Fidelity tests is to practice regularly. On Practice Aptitude Tests, we offer a wide range of practice tests that can help you familiarize yourself with the types of questions you’ll face.

How long does the recruitment process take at Fidelity?

The recruitment process at Fidelity may vary in length depending on the role and location but expect it to potentially take a few weeks from application to offer, as it involves rounds of assessments and interviews.

What are Fidelity's core values?

Fidelity’s core values focus on integrity, innovation, and dedication to customer service. Understanding these can provide key insights into how to approach their assessments and the company culture.

Reviews of our Fidelity tests

What our customers say about our Fidelity tests

  • Nigeria

    January 28, 2023

    Great!

    I love the pattern it went, you have to think very deep before giving an answer. I’m really impressed with the pattern work. Thank you.

  • Nigeria

    October 30, 2022

    Fascinating

    Its challenging, confusing , but fun though Calming down, understanding the patterns will do a lot of good

  • Saudi Arabia

    April 02, 2022

    How these tests work

    I came across this kind of test after many years. These are really good to analyze someone's ability.

  • United States of America

    March 09, 2022

    Not what I was expecting

    This was a very interesting test based on identifying patterns which is essential in the world of finance. However it was a very unexpected take on identifying patterns.

  • United States of America

    February 22, 2022

    Quizzical

    I enjoyed the challenge of beating the clock and solving the puzzle, but I do feel that I rushed due to it being timed.

  • United States of America

    October 05, 2021

    Don't spend too long on one question

    I liked that it was fairly challenging and not quite like a traditional test where the answer was always obvious.

  • United States of America

    August 24, 2021

    Interesting

    I'm not sure how this is supposed to indicate that I will do a great job at Fidelity, but okay. Find the pattern and estimate the next one.