interactive investor

Analyst

• Taking personal responsibility for delivering on your objectives in line with our values.
• Making sure that incidents and service requests are logged, progressed, and resolved according to our agreed standards and procedures.
• Flexibility to travel in covering requirements across all ii/Aberdeen office locations.
• Making sure that all steps you’ve taken when working on an incident or service request are clearly documented in the ITSM tool.
• Adhering to standard operating procedures to complete service requests.
• Escalating calls to appropriate teams.
• Managing your customers’ expectations, ensuring that they’re kept updated on the status of their outstanding IT calls in line with expectations.
• Covering early and late shift in the office (7am to 5.30pm) on a rota basis. Earlies: 07:00 -15:30, Lates: 09:00 - 17:30.

IT Service Desk Analyst

• The role holder is, under limited supervision, responsible for executing the timely and accurate end to end processing of all Corporate Action and Dividend events which have an impact on security positions held by our clients.
• Manage the end-to-end corporate action event life cycle on capital and income events across UK and international markets and custody platforms (CREST, Aegon, UBS, FNZ, Direct Fund Managers) and Validations.
• Analysis and interpretation of incoming market announcements from data vendors, creation of the event in our systems ensuring compliance with CASS, CRS , MiFID and consumer duty requirements.
• Timely set up and distribution of event notifications to customers and acting on client elections accurately by acceptance deadline.
• Ensuring corporate action entitlements are allocated to our customer accounts in an accurate and timely manner with correct book cost apportionment and subsequent post reconciliation tasks completed.
• Maintenance of the Dividend Reinvestment (DRIP) programme and daily adjustment of firm prefunding requirements for dividends.
• Own the end to end process of cross border events to ensure final settlement in the resultant market/custodian. Communication with other market participants concerning the timely settlement of market claims.
• Processing of IPO events including elections and entitlements, and processing VCT applications when received from customers.
• Processing of Accelerated Book Builds (out of hours where applicable) including elections and entitlements,
• Processing proxy voting, ensuring accuracy and completeness and creating letters of representation to ensure customers are correctly represented at proxy events.
• Identification and escalation of commercial opportunities through corporate action announcements.
• Liaise with external counterparties and agents / internal departments at all levels and external correspondents as required.
• Interact daily with Customer Services, handling all front office and customer queries in a timely and efficient manner to deliver a first class customer experience. This includes emails, FOBOW’s and Secure messages.
• Maintain the first line of compliance defence by ensuring individual adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance, with particular reference to CASS regulation.
• Completion of regular 1042 reconciliations working closely with key stakeholders including operational tax department and international and UK Custodians
• Analysing operational processes, identifying and progressing opportunities for improvement.
• Assistance with ad hoc and scheduled projects as required
• Assist with system testing as required
• Provide Management Information when required.
• Performs other duties and responsibilities as assigned.

Senior Analyst – Corporate Actions

Security Operations

• Manage the internal ii Security Operations Team (SecOps) in day-to-day activities overseeing the management, strategy, and direction of our SIEM solution, EDR solutions and security incident management.
• Monitor the security landscape, collate reports, evaluate trends and threats against our security posture, and coordinate remediation where required
• Management of our external Security Operations Centre (SOC) and oversight of our SIEM solution.
• Responsible for the security incident process owning incident response, investigations, and lessons learnt.
• Analyse security systems / reports to identify trends and drive secure behaviours throughout the business.
• Lead on a threat intelligence, detection, and response programme of work.
• Lead the SecOps team on proactively identifying, Investigating, and hunting potential attacks and security risks on networks and systems using various platform dashboards and threat feeds.
• Lead the team on analysis of security events as detected by security controls.
• Management of Endpoint Detection and Response (EDR) - overall ownership and maintenance of agents, creation of exception rules, and reacting to alerts.
• Play a lead role in coordinating and directing team efforts during incidents and ensuring prompt escalation
• Oversee the vision and strategy of the Security Operations function, evolving the technology and maturity of the team.

Security Operations Manager

Human Resources

• Supporting the HR team to deliver across a broad range of projects and annual cyclical activities, such as benefit renewal, onboarding, payroll, recruitment, and performance review processes
• Maintaining accurate employee records and data collection, such as sickness reporting, new starters, changes to role and terms, leavers, maternity, paternity and leave
• Acting as first point of contact for HR, managing general queries on employee life cycle, lifestyle and benefits received in the HR inbox, and signposting colleagues to available resources
• Supporting data quality and control, using regular checking and reporting, and ensuring processes/checklists are being followed
• Support the Employee Relations (ER) team with ER cases by maintaining trackers, gathering information, and taking detailed notes during ER case meetings
• Support the Organisational Development team with opportunities across Learning & Development, Early Careers, Employee Engagement, and Internal Communications
• Build strong relationships with internal stakeholders to ensure consistently high standards of HR support
• Ensure that all work is handled fairly and consistently in compliance with legislation, HR best practice and ii policies

HR Intern

Manager

• Oversee daily line management for a group of financial advisers, facilitating their performance, capabilities, and professional growth.
• Establish clear expectations, goals, and accountabilities for advisers that align with business objectives and client outcomes.
• Conduct regular one-on-one meetings, coaching sessions, and provide feedback to enhance adviser development and ensure consistent quality of advice.
• Recognize and address the development needs of advisers by creating customized growth and career plans.
• Cultivate a collaborative, high-performance environment that prioritizes professionalism, continuous learning, and client-centric results.
• Function within and uphold the T&C framework, collaborating closely with Risk and Quality Assurance teams.
• Ensure that advisers consistently meet regulatory, professional, and internal standards.
• Perform regular evaluations, observations, and reviews of adviser competencies and behaviors.
• Serve as a point of escalation for any issues concerning advice quality, conduct, or capability, facilitating prompt and effective resolutions.
• Serve as an active, client-facing Financial Adviser, maintaining competence and adhering to FCA standards.
• Provide high-quality, regulated financial advice to clients, ensuring compliance with suitability, documentation, and Consumer Duty expectations.
• Demonstrate exemplary standards in advice quality, professionalism, and client engagement.
• Ensure ongoing compliance with appropriate CPD, qualifications, and SPS requirements relevant to Financial Advisers.
• Assist in identifying, recruiting, and onboarding top-tier financial advisers who align with the values of ii Advice.
• Participate in the structured growth of the advice team while upholding standards of advice quality and culture.
• Support the early development and effective integration of new advisers into the advice team.
• Contribute practical insights to the continuous improvement of the ii Advice proposition, guided by feedback from advisers and clients.
• Encourage the use of technology and tools that enhance both adviser productivity and client experiences.
• Identify ways to streamline processes, minimize obstacles, and promote scalable, high-quality advice delivery.

Advice Manager

Customer Support

• Working as a Customer Services Representative in our brand-new purpose-built offices, you’ll answer calls from our customers, playing a key role within our Specialist Contact Centre in Manchester City Centre.
• You’ll have the right conversations to fully understand customer needs, taking personal ownership of each interaction, understanding their unique situations, and responding with efficiency, professionalism, and knowledge to maintain our reputation and build confidence in our products and services.
• Our products include Trading Accounts, Stocks & Shares ISAs, and SIPP accounts, which help our customers take control of their own pension.
• We provide the tools and trading platform to enable our clients to make confident, informed investment decisions.
• You’ll be working on highly complex customer queries relating to our products, which require high standards and attention to detail to ensure our customers are getting the experience that they expect and deserve.
• The position requires managing multiple tasks simultaneously, alongside the typical pressures associated with a busy contact centre environment. Therefore, resilience and the ability to remain composed under pressure are essential qualities for success in this role.
• In this role, no two days will be the same. You’ll be building relationships with new people every day.

Customer Service Representative

• Lead the internal ii Security Operations Team (SecOps) in day-to-day activities overseeing the management, strategy, and direction of our SIEM solution, EDR solutions and security incident management.
• Monitor the security landscape, collate reports, evaluate trends and threats against our security posture, and coordinate remediation where required
• Management of our external Security Operations Centre (SOC) and oversight of our SIEM solution.
• Responsible for the security incident process owning incident response, investigations, and lessons learnt.
• Analyse security systems / reports to identify trends and drive secure behaviours throughout the business.
• Lead on a threat intelligence, detection, and response programme of work.
• Lead the SecOps team on proactively identifying, Investigating, and hunting potential attacks and security risks on networks and systems using various platform dashboards and threat feeds.
• Lead the team on analysis of security events as detected by security controls.
• Management of Endpoint Detection and Response (EDR) - overall ownership and maintenance of agents, creation of exception rules, and reacting to alerts.
• Play a lead role in coordinating and directing team efforts during incidents and ensuring prompt escalation

Security Operations Team Lead

User Researcher

• As a Lead UX Researcher, reporting to the UX Research Manager, you will be responsible for both leading a team of UX Researchers and driving research efforts.
• You will manage a diverse team of researchers across multiple squads, ensuring their professional growth and guiding them to deliver high-quality research.
• Actively design and conduct research using a variety of qualitative and quantitative methods to deepen our understanding of current and potential users.
• Collaborate closely with Product Managers to plan and deliver UX research roadmaps.
• Work in a team alongside other UX professionals, leading the user-centric product transformation of a financial services business.
• Collaborate with UX Designers, UX Copywriters, UX Researchers, Data Analysts, CRO, Product Owners, Product Managers, Developers, Testers, Customer Service Advisers, and stakeholders across the business.
• Your research insights will need to inform, influence, and support cross functional teams in their quest to understand more about our users.

Lead UX Researcher

Financial Crime

• Provide guidance and support to the business on Financial Crime matters, responding to calls and emails from internal stakeholders.
• Review and assess requests to amend Nominated Bank Accounts and process high-risk withdrawal requests, implementing measures to mitigate Financial Crime risk where appropriate.
• Investigate alerts and reports related to Money Laundering, Fraud, and Market Abuse, ensuring risks are identified and addressed effectively.
• Monitor new applications for potential Fraud risk.
• Conduct ongoing monitoring of ii’s customer base for High-Risk indicators, applying Enhanced Due Diligence when required.
• Engage with customers via secure channels or telephone to resolve Financial Crime queries.
• Report and escalate issues to management and relevant Fraud Prevention or legal entities as appropriate.
• Ability to move between tasks and departments as business needs require