At a Glance
- Tasks: Provide high-quality financial advice and support clients in achieving their financial goals.
- Company: Join Fidelity, a leading financial services firm with over 50 years of experience.
- Benefits: Enjoy flexible working options, a comprehensive benefits package, and a supportive team culture.
- Why this job: Be part of an inclusive team that values integrity and customer service while making a real impact.
- Qualifications: QCF Level 4 Diploma in Regulated Financial Planning and relevant experience in financial advice required.
- Other info: Opportunity to work face-to-face or remotely, with ongoing training and professional development.
The predicted salary is between 28800 - 48000 £ per year.
Financial Advisor, Wealth Management page is loaded
Financial Advisor, Wealth Management
Apply locations New Generation Investor Centre time type Full time posted on Posted Yesterday time left to apply End Date: July 5, 2025 (9 days left to apply) job requisition id J59153
About the Opportunity
Job Type: PermanentApplication Deadline: 05 July 2025
Title: Wealth Adviser
Department: Fidelity Wealth Management
Location: London, Cannon Street
Reports to: Associate Director – Advice
Level: 6
We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together – and supporting each other – all over the world. So, join our team and feel like you’re part of something bigger.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more.
As a flexible employer, we trust our people to perform their role in the way that works best for them, our clients and our business. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
About Fidelity’s Wealth Management
Fidelity’s Wealth Management offers regulated financial advice to our UK clients, preparing financial plans and personalised recommendations to help clients and their families achieve their personal and financial goals. Where relevant, this can include, consolidation of clients investments and pensions from third party platforms, including defined benefit pensions.
We have a team of advisors based in our London Investor Centre where we meet clients Face to Face and work in tandem with our Wealth Managers who provide guided support to our clients, often identifying where financial advice would benefit those clients. Our advice can also be provided Face to Face from our Kingswood office in Surrey or over Zoom if this is preferred.
About you
You’ll be an experienced adviser who, over a number of years, has provided investment, pensions and retirement income planning to clients. We would expect this to include cashflow modelling, pension switches and experience of analysing a variety of different types of pension. Although not essential, if you have experience of advising on safeguarded pension benefit transfers, and/or hold an appropriate qualification for this advice, that would be beneficial.
Your role will focus on generating an income for the business by providing high quality investment, pensions and retirement advice with a positive, customer focused attitude which demonstrates the highest levels of integrity and customer service whilst operating within Consumer Duty guidelines.
We would expect you to have strong Emotional Intelligence to help build lasting, valued client relationships. Competent time management is essential to handle multiple clients, and the ability to embrace and adapt to ongoing changes in the Financial Service landscape.
Key Responsibilities
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To generate income for the business through the delivery of high-quality financial advice to clients.
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Providing clients with professionally written suitability reports and other supporting documents which succinctly explain why your advice is suitable.
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To operate within FCA and other regulatory rules at all times.
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To act in a professional and customer focused manner in accordance with the company values at all times.
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To ensure client files are kept up-to-date at all times.
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To maintain membership of a professional body and obey its code of conduct and ethics at all times.
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To support and uphold the Fidelity vision and values.
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To undertake all reasonable tasks and duties as directed by the Associate Director – Advice and Head of Financial Planning.
Experience and Qualifications
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QCF Level 4 Diploma in Regulated Financial Planning or equivalent (E)
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Advanced Diploma in Financial Planning or equivalent (D)
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Experience of cashflow modelling (E)
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Experience of providing advice on defined contribution schemes and retirement income advice including annuities, fixed term annuities and drawdown (E)
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Advanced Pension Transfer qualification – G60, AF3 or IFS equivalent (D)
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Experience as a Pension Transfer Specialist (D)
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Currently holds competent adviser status with experience of providing financial advice to clients over the telephone and face to face (E)
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A current Statement of Professional Standing (SPS) and up-to-date Continuous Professional Development (CPD) records (E)
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Good IT skills – Word, Excel, Outlook (E)
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Previous experience of Intelligent Office (D)
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Can work equally well on own initiative and as part of a team (E)
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Proactive and forward thinking (E)
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Numerate and a high level of literacy (E)
Feel rewarded
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.
Approved Person: Yes
T&C Role : Yes
T&C Competencies required: Yes
As an international financial services organisation, we are in-scope of international regulations in the way that we carry out our work. This position is involved in work that is regulated by the FCA and/or the PRA and their Individual Conduct Rules (COCON) apply to it, along with any other regulation. We provide training on COCON and how it affects our employees. More information about COCON can be found in the Employment Handbook.
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Financial Advisor, Wealth Management employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor, Wealth Management
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work in wealth management. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at Fidelity.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial advising, particularly those related to pensions and retirement planning. This will not only enhance your knowledge but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare to discuss your experience with cashflow modelling and pension advice during the interview. Be ready to provide specific examples of how you've successfully helped clients achieve their financial goals, showcasing your emotional intelligence and customer-focused approach.
✨Tip Number 4
Research Fidelity’s values and mission statement thoroughly. During your interactions, align your responses to reflect how your personal values resonate with theirs, emphasising your commitment to integrity and customer service.
We think you need these skills to ace Financial Advisor, Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly in investment, pensions, and retirement income planning. Use specific examples that demonstrate your skills in cashflow modelling and client relationship management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients achieve their financial goals. Mention your understanding of the company's values and how your experience aligns with their mission in wealth management.
Highlight Relevant Qualifications: Clearly list your qualifications, such as the QCF Level 4 Diploma in Regulated Financial Planning or any advanced diplomas. If you have experience with safeguarded pension benefit transfers, make sure to include that as well.
Showcase Emotional Intelligence: In your application, emphasise your emotional intelligence and ability to build lasting client relationships. Provide examples of how you've successfully managed client interactions and adapted to changes in the financial services landscape.
How to prepare for a job interview at Fidelity International
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services you'll be advising on. Be prepared to discuss specific investment strategies, pension options, and retirement income planning techniques during the interview.
✨Demonstrate Emotional Intelligence
Showcase your ability to build relationships with clients by discussing past experiences where you've successfully navigated client concerns or emotions. Highlight your customer-focused attitude and how it aligns with the company's values.
✨Prepare for Regulatory Questions
Since this role involves working within FCA regulations, be ready to answer questions about compliance and ethical standards in financial advice. Familiarise yourself with Consumer Duty guidelines and be prepared to explain how you would adhere to them.
✨Practice Your Suitability Reports
As part of the role, you'll need to provide professionally written suitability reports. Prepare examples of how you would succinctly explain your advice to clients, ensuring clarity and transparency in your communication.