At a Glance
- Tasks: Provide top-notch investment and retirement advice to clients while generating income for the business.
- Company: Join Fidelity International, a leading investment solution provider with a focus on customer experience.
- Benefits: Enjoy a comprehensive benefits package, flexible working options, and support for your professional development.
- Other info: Be part of a motivated team with excellent career growth opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic environment.
- Qualifications: Experience in financial advice, strong communication skills, and relevant qualifications are essential.
The predicted salary is between 55000 - 65000 £ per year.
About the Opportunity
Job Type: Permanent
Application Deadline: 08 June 2026
Department: Fidelity Wealth Management
Location: London Cannon Street
Reports to: Associate Director - Advice
Level: 6
About Fidelity International
Over the last 40 years Fidelity International has enjoyed great success, offering investment services and solutions that are in the best interest of our diverse global customer base. By sharing our expertise, market-leading insights and entrepreneurial thinking, we have enabled our customers to make more informed choices along the path towards achieving their financial goals. We have a reputation as one of the world’s most successful investment solution providers and, looking ahead, we believe our best is yet to come.
We endeavour to make the right decisions for our customers, and are committed to delivering constant improvements – we understand the role that the development of our people plays in this. It’s this unique approach that fuels our ambitious plans for the future. It’s a future that will be shaped by the talented, forward-thinking individuals who are part of our business today and also by those who will join us tomorrow.
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 have an organisation defined by our highly motivated employees. We value integrity and help provide the right opportunities for people who are eager to drive their own career.
About Fidelity’s Wealth Management
Fidelity’s Wealth Management offers regulated advice and guidance to customers who are looking to convert their pension pots into a retirement income, take investment advice on their ISA or Investment Accounts, or make use of lump sums as part of their retirement planning. We also provide regulated advice on lifetime allowance issues, pension consolidation including defined benefit pension transfers, and the transfer of pensions with safeguarded benefits. We meet with clients over Zoom or face to face in our dedicated London Investor Centre.
About your role
To generate 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. To operate within Consumer Duty guidelines.
You’ll be an experienced adviser who is used to providing investment, pensions and retirement advice to clients. Ideally this will include experience of cashflow modelling. Although not essential, if you have experience of advising on safeguarded pension benefits, and/or hold an appropriate qualification for this advice, that would be beneficial.
Key Responsibilities
- 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 succinctly 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.
Experience and Qualifications
- 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’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.
Wealth Investment Adviser in London employer: Fidelity International
Fidelity International is an exceptional employer, offering a dynamic work environment in the heart of London at our Cannon Street office. We prioritise employee wellbeing and development, providing a comprehensive benefits package and flexible working arrangements that empower you to thrive both personally and professionally. Join us to be part of a forward-thinking team that values integrity, innovation, and customer-centric service, while shaping your career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Investment Adviser in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at Fidelity or similar firms. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment strategies and customer service excellence. We want to see you shine, so practice answering common questions and have some insightful questions ready for them too!
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in providing financial advice. Whether it’s a case study or a client testimonial, having tangible proof of your skills can really set you apart.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities right there, making it super easy for us to connect.
We think you need these skills to ace Wealth Investment Adviser in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Wealth Investment Adviser role. Highlight your relevant experience in providing investment, pensions, and retirement advice, and don’t forget to mention any qualifications you hold that are pertinent to the job.
Showcase Your Skills:We want to see your skills in action! Include examples of how you've successfully generated income through high-quality financial advice. If you have experience with cashflow modelling or safeguarded pension benefits, make it stand out!
Be Professional and Personable:Remember, we value integrity and customer service. Your written application should reflect a professional tone while also showcasing your positive, customer-focused attitude. Let your personality shine through!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Fidelity International
✨Know Your Stuff
Make sure you brush up on your knowledge of investment strategies, pensions, and retirement planning. Familiarise yourself with the latest market trends and how they impact client decisions. This will not only help you answer questions confidently but also show your passion for the role.
✨Showcase Your Experience
Prepare to discuss your previous experience in providing financial advice, especially any work with cashflow modelling or safeguarded pension benefits. Use specific examples to illustrate your expertise and how it aligns with the responsibilities of a Wealth Investment Adviser.
✨Demonstrate Customer Focus
Fidelity values a customer-focused attitude, so be ready to share how you've gone above and beyond for clients in the past. Think of instances where you provided exceptional service or resolved complex issues, as this will highlight your commitment to client satisfaction.
✨Ask Insightful Questions
Prepare thoughtful questions about Fidelity’s approach to wealth management and how they support their advisers. This shows your genuine interest in the company and the role, plus it gives you a chance to assess if it's the right fit for you.
