Responsibilities
* Generate income for the business through delivery of high‑quality financial advice to clients.
* Provide customers with professionally written suitability reports and other supporting documents explaining why your advice is suitable.
* Operate within FCA and other regulatory rules at all times.
* Act in a professional and customer‑focused manner in accordance with the company values at all times.
* Ensure client files are kept up‑to‑date at all times.
* Maintain membership of a professional body and obey its code of conduct and ethics at all times.
* Support and uphold the Fidelity vision and values.
* Undertake all reasonable tasks and duties as directed by the Head of Advice.
Qualifications
* Experienced adviser providing investment, pensions, and retirement advice to clients.
* Experience of cashflow modelling (preferred).
* Experience of advising on safeguarded pension benefits and/or holding an appropriate qualification for this advice (beneficial).
* 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).
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