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- Tasks: Deliver client-focused financial advice and leverage technology for innovative solutions.
- Company: Join interactive investor, the UK's leading flat-fee investment platform.
- Benefits: Enjoy competitive salary, flexible working, and a range of wellness benefits.
- Why this job: Shape the future of financial advice and make a real impact on clients' lives.
- Qualifications: Level 4 Diploma in Financial Planning or equivalent; client-centric mindset required.
- Other info: Dynamic environment with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ per year.
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’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 500,000 customers. For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs. We also bring impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.
Purpose of the role: We are looking for a forward-thinking Financial Adviser who is passionate about delivering exceptional client outcomes. You’ll have the opportunity to shape the future of financial advice—leveraging technology, human insight, and a fresh approach to financial planning. If you’re looking to be part of something different, challenge the norm, and make a real impact, we’d love to hear from you!
Requirements
- Key Responsibilities:
- 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- Innovative Thinking: Challenge outdated industry norms and contribute to shaping a new way of doing things.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.
What We’re Looking For:
- 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.
What We Offer:
- The opportunity to be part of a cutting-edge firm redefining financial planning.
- A dynamic, flexible, and forward-thinking working environment.
- Access to market-leading digital tools and support to enhance client engagement.
- Competitive salary with performance-based incentives.
- Ongoing professional development and career progression opportunities.
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’re 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 Adviser - ii Advice (Hiring Immediately) in Edinburgh employer: Interactive Investor
Contact Detail:
Interactive Investor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - ii Advice (Hiring Immediately) in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to financial advice and think about how your skills align with their mission. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Showcase your tech-savvy side! Since this role values innovative thinking and tech-enabled solutions, be ready to discuss how you've used digital tools in your previous roles to enhance client engagement and service delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at interactive investor.
We think you need these skills to ace Financial Adviser - ii Advice (Hiring Immediately) in Edinburgh
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for financial advising shine through. We want to see how passionate you are about helping clients achieve their financial goals and how you can bring a fresh perspective to the role.
Tailor Your CV: Make sure your CV is tailored to highlight your relevant experience and skills that align with our requirements. We love seeing how your background fits into our vision of client-centric advice and innovative thinking.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that communicate your qualifications effectively. Avoid jargon and focus on what makes you a great fit for the Financial Adviser role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Interactive Investor
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around holistic financial planning and the latest tech-enabled solutions. Be ready to discuss how you can leverage technology to enhance client engagement and service delivery.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your experience in delivering exceptional client outcomes. Think about specific situations where you’ve built strong relationships or helped clients achieve their financial goals—this will resonate well with the interviewers.
✨Be Innovative
Interactive Investor is looking for someone who challenges the norm. Come prepared with ideas on how you would approach financial advice differently. This could be through innovative thinking or new ways of working that align with their forward-thinking ethos.
✨Understand Their Values
Familiarise yourself with Interactive Investor’s mission and values. Show that you’re not just a qualified adviser but also someone who shares their passion for improving financial wellbeing and is excited about being part of a high-growth, disruptive firm.