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You will ideally be qualified to act as a Pension Transfer Specialist for the team, so need to be a regulated CF30 adviser yourself with a sound understanding of pension legislation and retirement products. To display through your positive, customer focused attitude the highest levels of integrity and customer service. To operate within guidelines set by the company to ensure customers are treated fairly.
Kingswood based role: To generate income for the business through the delivery of high quality financial advice to customers over the telephone and face-to face from our Kingswood and central London offices in respect of the financial options available to them at retirement.
Isle of Wight based role: To generate income for the business through the delivery of high quality financial advice to customers over the telephone in respect of the financial options available to them at retirement.
Both roles include providing customers with professionally written suitability reports and other supporting documents which succinctly explain why your advice is suitable.
To act as a Pension Transfer Specialist for the advice team.
In maintaining contact with product providers, to refuse all offers of hospitality, however small, and to ensure the best interests of the customer are always protected.
To operate within FCA and other regulatory rules at all times.
To adhere to the FCA Statements of Principle for an Approved Person (APER).
To act in a professional and customer focused manner in accordance with the company values at all times.
To ensure all customer 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 Fidelity's Retirement Service.
Head of FRS
Advised and Guided team leaders and team
Retirement Specialist Support Manager and team
Other Fidelity departments and personnel
Experience and Qualifications
Diploma in Regulated Financial Planning or equivalent (E)
Advanced Diploma in Financial Planning or equivalent (D)
Advanced Pension Transfer qualification - G60, AF3 or IFS equivalent (D)
Experience as a Pension Transfer Specialist (D)
Experience of providing financial advice to clients over the telephone and face to face (E)
Regulatory Supervisory qualification (D)
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 Assyst CRM (D)
Can work equally well on own initiative and as part of a team (E)
Proactive and forward thinking (E)
Good communication skills (E)
Membership of an appropriate professional body must be maintained (E)
Candidates must be able to demonstrate affinity with the Fidelity core values:
Integrity - Taking personal responsibility for always acting in the best interests of our customers
Innovation - Being willing to experiment and try new and better ways to serve our customers
Excellence - Striving to be the best while knowing we can always be better next time