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- Tasks: Support financial planning operations and lead impactful projects.
- Company: Join the UK's number one flat-fee investment platform.
- Benefits: Enjoy competitive salary, pension contributions, private medical insurance, and 25 days annual leave.
- Why this job: Gain hands-on experience in a fast-growing fintech environment and make a real difference.
- Qualifications: Must be a second-year university student with relevant qualifications.
- Other info: Mentorship from industry experts and exposure to multiple teams.
The predicted salary is between 28300 - 28300 ÂŁ per year.
Salary: ÂŁ28,300
Interview dates: April-May 2026
Placement dates: September 2026 to June 2027
Who we are: interactive investor is an award‑winning investment platform that puts its customers in control of their financial future. We’ve been helping investors for nearly 30 years. We’re now the UK’s number one flat‑fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers.
Purpose of the role: ii advice is redefining the UK financial planning landscape. By combining human expertise with smart digital tools, we provide a modern, transparent and client‑centred advice experience. We are offering a unique 10‑month internship for a motivated university student who wants hands‑on experience inside a disruptive, fast‑growing financial planning business.
As a Financial Planning Intern, you will work across key parts of the business—supporting day‑to‑day operations while contributing to a meaningful project that directly impacts ii advice’s growth and delivery of client value. You will gain exposure to the Support team, the Customer Relationship team, and the Adviser team, while also working closely with our wider proposition and compliance functions.
This role is designed to give you real responsibility, real experience, and a genuine understanding of how a modern advice business operates. This is an excellent opportunity for students interested in financial planning, fintech, consulting, data, or client experience design.
Business Experience & Team Rotation
- Support operational and administrative processes that enable a smooth client journey
- Help prepare client materials and support the Customer Relationship team
- Shadow Financial Planners and observe parts of the client advice process
- Work with digital tools, workflows, and financial planning systems to understand how ii advice delivers advice at scale
Meaningful Project Work
Across your placement, you will be responsible for leading or contributing to a structured project that could include areas such as:
- Improving the digital client journey
- Analysing client behaviours, data, or trends to support proposition enhancements
- Building components of our financial education or content strategy
- Supporting internal process improvements to enhance efficiency
- Contributing to a compliance, technology, or operations initiative
Your project will have clear objectives, guidance from a mentor, and real‑world impact on how ii advice evolves.
Exposure Across the Business
- Work with the Proposition team to understand how new digital features and services are developed
- Learn from the Compliance function about the regulatory environment of UK financial advice
- Attend internal meetings, planning sessions, and innovation workshops
- Contribute to ongoing initiatives aimed at disrupting the UK financial planning market
What You’ll Gain
- Exposure to a modern, tech‑enabled financial planning business
- Experience across multiple teams and functions
- Opportunity to deliver a project with real business impact
- Mentorship from experienced financial planners, analysts and leaders
- Insight into both the human and digital sides of financial planning
- A strong foundation for future roles in advice, fintech, data, strategy, consulting, or client service
To apply for this role, you will need:
- To be eligible to work in the UK
- To be over 18 years old as of 1st September 2026
- To be a 2nd year student in a full‑time undergraduate degree with an industry placement year, in a subject relevant to this role
- To have achieved a minimum of 104 UCAS points at A‑level (grades BCC) or an equivalent (e.g., BTEC DMM) qualification
- Mathematics and English GCSE (or equivalent) grades A* to C (new grades 9 to 4)
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
Please Note: We will do our utmost efforts to respond to all applicants. However, due to the high volume of applications we are currently receiving, if you haven’t been contacted within 30 days of application, please consider unsuccessful. interactive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants. We actively prevent all forms of discrimination, harassment, and victimisation—whether direct, indirect, associative, or perceptive.
Financial Planning Intern in Manchester employer: Interactive Investor Plc
Contact Detail:
Interactive Investor Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Intern in Manchester
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn, and don’t be shy about asking for a chat. They can give you insider info about the company culture and what it’s really like to work there.
✨Tip Number 2
Prepare for your interview by researching common questions for financial planning roles. Practice your answers with a friend or in front of the mirror. The more comfortable you are, the better you'll come across!
✨Tip Number 3
Show your passion for the industry! During interviews, share your thoughts on recent trends in financial planning or fintech. This will demonstrate your enthusiasm and knowledge, making you stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Planning Intern in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Planning Intern role. Highlight relevant experiences and skills that align with what we’re looking for, like teamwork and analytical abilities.
Show Your Passion: Let us know why you’re excited about financial planning and fintech! Share any projects or experiences that sparked your interest in this field, as it’ll help us see your enthusiasm.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We want to understand your thoughts easily, so make every word count!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way to ensure it gets to the right people. Plus, you’ll find all the details you need there.
How to prepare for a job interview at Interactive Investor Plc
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the role of a Financial Planning Intern. Familiarise yourself with interactive investor's services and how they stand out in the market. This will help you answer questions confidently and show your genuine interest in the company.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the internship, the team you'll be working with, and the projects you'll be involved in. This not only shows your enthusiasm but also helps you gauge if the role is the right fit for you.
✨Showcase Your Skills
Think about specific examples from your studies or previous experiences that demonstrate your skills relevant to the role. Whether it's teamwork, analytical skills, or problem-solving, be ready to discuss how these experiences can contribute to the success of the team at interactive investor.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The team at interactive investor is looking for someone who fits their culture, so be authentic and show them what makes you unique. A positive attitude can go a long way!