Wealth Investment Adviser

About the Opportunity
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Job Type: Permanent
Application Deadline: 08 June 2026Title:Wealth Investment Adviser

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.

• 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)

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

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