About The Opportunity
Job Type: Permanent
Application 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
- To generate income for the business through the delivery of high-quality financial advice to clients.
- Providing clients 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 Associate Director - Advice and Head of Financial Planning.
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 (E)
- Experience of providing advice on defined contribution schemes and retirement income advice including annuities, fixed term annuities and drawdown (E)
- 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)
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.
