interactive investor

Financial Adviser – ii Advice

interactive investor

full-time

Posted on:

Location Type: Hybrid

Location: Manchester • United Kingdom

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About the role

  • Client-Centric Advice: Deliver high-quality, holistic financial planning that is built around each client’s unique life journey, goals, and aspirations.
  • Tech-Enabled Solutions: Utilise digital tools and platforms to enhance efficiency, engagement, and service delivery.
  • Innovative Thinking: Challenge outdated industry norms and contribute to shaping a new way of doing things.
  • Business Growth: Build strong client relationships, develop referrals, and contribute to the firm’s expansion.
  • Regulatory & Compliance Excellence: Ensure all advice meets FCA requirements while maintaining a progressive, client-first approach.
  • Engaging and growing a client bank: Supporting the clients of ii to better understand and take control of their financial future.

Requirements

  • Qualified Adviser (Level 4 Diploma in Financial Planning or equivalent, Chartered status desirable)
  • A modern mindset—embracing technology and new ways of working
  • A client-focused approach with a passion for improving financial wellbeing through life-centred planning
  • An entrepreneurial spirit—excited to be part of a high-growth, disruptive firm
  • Strong relationship-building skills and the ability to connect with a diverse range of clients
  • Experience in a financial advisory role with a track record of delivering great client outcomes
Benefits
  • Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
  • Life Assurance and Group Income Protection
  • Private Medical Insurance – Provided by Bupa
  • 25 Days Annual Leave, plus bank holidays
  • Staff Discounts on our investment products
  • Personal & Well-being Fund – Supporting your physical and mental wellness
  • Retail Discounts – Savings at a wide range of high street and online retailers
  • Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningregulatory complianceFCA requirementsclient relationship managementadvisory experiencelife-centred planning
Soft skills
client-focused approachrelationship-buildingentrepreneurial spiritinnovative thinkingstrong communication
Certifications
Level 4 Diploma in Financial PlanningChartered status