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- Tasks: Support day-to-day operations and lead impactful projects in financial planning.
- Company: Join the UK's number one flat-fee investment platform, interactive investor.
- Benefits: Enjoy a competitive salary, pension contributions, private medical insurance, and 25 days annual leave.
- Other info: Experience mentorship from industry leaders and exposure across multiple teams.
- Why this job: Gain hands-on experience in a fast-growing fintech environment and make a real difference.
- Qualifications: Must be a 2nd year university student with relevant qualifications and eligibility to work in the UK.
The predicted salary is between 28300 - 28300 £ per year.
Salary £28,300
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 have been helping investors for nearly 30 years. We are 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
Requirements
- 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
- Maths 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.
EEO Statement: 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 employer: Interactive Investor
Contact Detail:
Interactive Investor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Intern
✨Tip Number 1
Network like a pro! Reach out to current or former interns and employees on LinkedIn. Ask them about their experiences and any tips they might have for landing the role. Personal connections can give you insights that you won't find in the job description.
✨Tip Number 2
Prepare for your interview by researching ii advice thoroughly. Understand their mission, values, and recent projects. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice common interview questions with a friend or in front of a mirror. Focus on articulating your passion for financial planning and how your skills align with the internship. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at ii advice. Good luck!
We think you need these skills to ace Financial Planning Intern
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Intern role. Highlight relevant coursework, skills, and any experience that aligns with what we do at interactive investor. Show us why you're the perfect fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us about your passion for financial planning and how you can contribute to our mission. Keep it engaging and personal – we want to get to know you!
Showcase Your Skills: Don’t forget to highlight any technical skills or tools you’re familiar with, especially those related to financial planning or data analysis. We love candidates who are tech-savvy and ready to dive into our digital tools!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need right there!
How to prepare for a job interview at Interactive Investor
✨Know Your Numbers
As a Financial Planning Intern, it's crucial to have a solid grasp of financial concepts and metrics. Brush up on key terms like ROI, asset allocation, and risk management. Being able to discuss these confidently will show your understanding of the industry.
✨Research the Company
Dive deep into interactive investor's mission and values. Understand their approach to financial planning and how they differentiate themselves in the market. This knowledge will help you tailor your answers and demonstrate genuine interest during the interview.
✨Prepare Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the role, team dynamics, and ongoing projects. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Showcase Your Projects
If you've worked on relevant projects or coursework, be ready to discuss them. Highlight any experience with data analysis, client interactions, or digital tools. This practical experience can set you apart from other candidates.