At a Glance
- Tasks: Provide high-quality investment and retirement advice to clients, generating income for the business.
- Company: Join Fidelity International, a leading investment solution provider with a focus on customer experience.
- Benefits: Comprehensive benefits package, flexible working arrangements, and support for your professional development.
- Other info: Be part of a motivated team that values integrity and innovation.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic environment.
- Qualifications: QCF Level 4 Diploma in Regulated Financial Planning and experience in financial advice.
The predicted salary is between 55000 - 65000 € per year.
About the Opportunity
- Job Type: Permanent
- Application Deadline: 25 May 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.
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.
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. 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.
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.
Wealth Adviser employer: Fidelity International
Fidelity International is an exceptional employer, offering a dynamic work culture that prioritises employee development and well-being. Located in the heart of London, our Wealth Management team thrives on innovation and integrity, providing meaningful opportunities for growth while delivering high-quality financial advice to clients. With a comprehensive benefits package and a commitment to flexible working, we empower our employees to achieve their career aspirations in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Adviser
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that Wealth Adviser role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to wealth management. Show off your knowledge of investment strategies and customer service excellence. We want to see your passion for helping clients achieve their financial goals!
✨Tip Number 3
Follow up after interviews with a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in the interviewer's mind. Plus, it’s a great opportunity to reiterate your enthusiasm for the position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities tailored just for you in the wealth management sector.
We think you need these skills to ace Wealth Adviser
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Wealth Adviser role. Highlight your experience in providing investment, pensions, and retirement advice, and don’t forget to mention any relevant qualifications you hold!
Showcase Your Customer Focus:We love candidates who put customers first! In your application, share examples of how you've delivered high-quality service and built strong relationships with clients. This will show us that you align with our values.
Be Clear and Concise:When writing your suitability reports or any supporting documents, clarity is key. Make sure your writing is straightforward and easy to understand, as this reflects the quality of advice you’ll provide to clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at Fidelity!
How to prepare for a job interview at Fidelity International
✨Know Your Stuff
Make sure you brush up on your knowledge of investment, pensions, and retirement advice. Familiarise yourself with the latest market trends and Fidelity's offerings. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Experience
Prepare to share specific examples from your past roles where you've successfully provided financial advice. Highlight any experience with cashflow modelling or safeguarded pension benefits, as this will set you apart from other candidates.
✨Demonstrate Customer Focus
Fidelity values a customer-focused attitude, so be ready to discuss how you've prioritised client needs in your previous positions. Think of instances where you've gone above and beyond to ensure client satisfaction.
✨Ask Thoughtful Questions
At the end of the interview, have a few insightful questions prepared. This shows your genuine interest in the company and the role. You might ask about their approach to innovation in wealth management or how they support employee development.
