Wealth Investment Adviser

Overview

Position:
Wealth Investment Adviser

Location:

London Cannon Street

Job Type: Permanent, Full time

Department:
Fidelity Wealth Management

Reports to:

Associate Director - Advice

About Fidelity International:
Over the last 40 years Fidelity International has offered investment services and solutions that are in the best interest of our diverse global customer base. We aim to deliver constant improvements and develop our people to shape a future driven by talented individuals who join us today.

Our long-term vision places customer experience and talent development at its heart. We are excited by innovation, take pride in developing market-leading products, and uphold the Fidelity values of integrity and responsible delivery.

About Fidelity's Wealth Management:
Fidelity's Wealth Management offers regulated advice and guidance to customers on pension pots, retirement income, ISA/Investment Accounts, lump sums for retirement planning, lifetime allowance issues, pension consolidation including defined benefit pension transfers, and the transfer of pensions with safeguarded benefits. Meetings may occur over Zoom or face-to-face in our London Investor Centre.

• To generate income for the business through the delivery of high-quality financial advice to clients.
• Providing customers with professionally written suitability reports and other supporting documents which explain why your advice is suitable.
• To operate within FCA and other regulatory rules at all times.
• To act in a professional and customer focused manner in accordance with the company values at all times.
• To ensure client files are kept up-to-date at all times.
• To maintain membership of a professional body and obey its code of conduct and ethics at all times.
• To support and uphold the Fidelity vision and values.
• To undertake all reasonable tasks and duties as directed by the Head of Advice.

• QCF Level 4 Diploma in Regulated Financial Planning or equivalent (E)
• Advanced Diploma in Financial Planning or equivalent (D)
• Experience of cashflow modelling (D)
• Advanced Pension Transfer qualification - G60, AF3 or IFS equivalent (D)
• Experience as a Pension Transfer Specialist (D)
• Currently holds competent adviser status with experience of providing financial advice to clients over the telephone and face to face (E)
• A current Statement of Professional Standing (SPS) and up-to-date Continuous Professional Development (CPD) records (E)
• Good IT skills - Word, Excel, Outlook (E)
• Previous experience of Intelligent Office (D)
• Can work equally well on own initiative and as part of a team (E)
• Proactive and forward thinking (E)
• Numerate and a high level of literacy (E)
• Good communication skills (E)
• Membership of an appropriate professional body must be maintained (E)

Feel rewarded. For starters, we offer a comprehensive benefits package. We value your wellbeing and support your development. We are flexible about where and when you work to help you balance work and life.

For more about our work and our approach to dynamic working, visit our website information where you can learn how you could build your future here.

Applies to:
Approved Person – Yes; T&C role – Yes; T&C Competencies Required – Yes