At a Glance
- Tasks: Provide top-notch financial advice and create tailored reports for clients.
- Company: Join Fidelity International, a leader in investment services with a focus on innovation.
- Benefits: Enjoy a comprehensive benefits package, flexible working, and support for your development.
- Other info: Dynamic work environment with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while growing your career.
- Qualifications: QCF Level 4 Diploma in Regulated Financial Planning and strong communication skills.
The predicted salary is between 55000 - 65000 £ per year.
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.
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 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)
Benefits: 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.
Wealth Investment Adviser employer: Job Search Place Limited
Fidelity International is an exceptional employer, offering a dynamic work culture that prioritises employee development and wellbeing. Located in the heart of London, our Wealth Management team provides a supportive environment where you can thrive professionally while enjoying flexible working arrangements. With a commitment to innovation and integrity, we empower our employees to deliver high-quality financial advice and grow their careers in a rewarding and meaningful way.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Investment Adviser
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even hit up LinkedIn. The more you engage, the better your chances of landing that Wealth Investment Adviser role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experience with cashflow modelling and pension transfers. Let them know how your skills can benefit their team at Fidelity.
✨Prepare for the Interview
Do your homework on Fidelity and its values. Be ready to discuss how you align with their vision and how you can contribute to their customer-focused approach. Confidence is key!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Fidelity family.
We think you need these skills to ace Wealth Investment Adviser
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Investment Adviser role. Highlight relevant experience, especially in financial advice and client management. We want to see how your skills align with what we do at Fidelity!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Qualifications:Don’t forget to mention your qualifications like the QCF Level 4 Diploma and any other relevant certifications. We’re looking for candidates who meet our standards, so make sure these stand out in your application.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at Job Search Place Limited
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions and investment strategies. Familiarise yourself with the latest regulations and Fidelity's approach to wealth management. This will show that you're not just interested in the role but are also well-prepared to discuss relevant topics.
✨Showcase Your Experience
Be ready to share specific examples from your past roles where you've successfully provided financial advice. Highlight your experience with cashflow modelling and pension transfers, as these are key areas for the Wealth Investment Adviser position. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Demonstrate Your Values
Fidelity values integrity and customer focus, so make sure to convey how you align with these principles. Prepare to discuss how you've acted professionally in challenging situations and how you prioritise client needs in your decision-making process.
✨Ask Insightful Questions
Prepare thoughtful questions about Fidelity's vision and values, as well as their approach to talent development. This not only shows your interest in the company but also gives you a chance to assess if it's the right fit for you. Think about what you want to know regarding their culture and future plans.
