Advice Manager in Edinburgh

Location: Hybrid - Manchester or Edinburgh

Salary: From £60,000

Overview

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 500,000 customers.

At ii Advice, we are creating an innovative financial planning firm that aims to disrupt the conventional practices of the industry. By utilizing advanced technology, offering client-focused solutions, and employing a flexible approach to financial guidance, we are transforming the standards of exceptional financial planning services.

Purpose of the Role

In the position of Advice Manager, you will be essential in guiding the future direction of our advice team. Your main focus will be on recruiting, developing, and expanding a team of high-performing financial advisers, all while maintaining the highest standards of training, competency, and regulatory adherence.

Key Responsibilities

• Adviser Line Management & Development
  • 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.
• Training & Competence (T&C)
  • 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.
• Client-Facing Advice Responsibilities
  • 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.
• Recruitment & Team Growth
  • 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.
• Proposition, Technology & Process
  • 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.

What We’re Looking For

• Demonstrated experience as a Financial Adviser, including a background in managing, coaching, or developing advisers.
• In-depth knowledge of FCA regulations, Consumer Duty, and T&C obligations within a UK advisory firm.
• Proven ability to balance client-facing advice responsibilities with leadership and team management tasks.
• Exhibit a coaching-oriented leadership style with a strong emphasis on growth and continuous enhancement.
• Confidence operating within a contemporary, technology-driven advice environment.
• A proactive, solution-oriented mindset characterized by ownership and accountability.

Essential Requirements

• Relevant qualifications in financial planning, level 4 FCA-appropriate adviser qualification (e.g. CII DipPFS, LIBF DipFA, CISI Diploma in Financial Planning (DFP), and ability to hold and maintain a current Statement of Professional Standing (SPS).
• A minimum of 5 years of experience in financial services, with at least 2 years in a managerial or supervisory role.
• Strong knowledge of financial products, markets, and regulations.
• Proven ability to lead and inspire a team, creating a positive and performance-driven culture.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial information.
• Familiarity with compliance standards and financial regulations.

Desirable Requirements

• Experience working in a direct-to-consumer financial advice environment.
• Knowledge of investment platforms and financial technology.
• Strong business acumen and understanding of client management strategies.

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