At a Glance
- Tasks: Deliver client-focused financial advice and leverage tech for innovative solutions.
- Company: Join an award-winning investment platform redefining financial planning.
- Benefits: Competitive salary, flexible working, and extensive professional development opportunities.
- 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-focused mindset required.
- Other info: Dynamic environment with strong growth potential and a commitment to diversity.
The predicted salary is between 36000 - 60000 £ per year.
interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We’re a trusted platform with nearly 30 years in the market, offering a simple, flat monthly fee for pensions, ISAs and investments. We provide access to over 20,000 UK and international investment options and impartial content from award-winning financial journalists, a highly engaged investor community, and daily newsletters and insights.
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.
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- Innovative Thinking: Challenge outdated industry norms and contribute to shaping a new way of doing things.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: Support the clients of ii to better understand and take control of their financial future.
- 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.
- 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.
- 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 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 the role 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 in Manchester employer: Interactive Investor
Contact Detail:
Interactive Investor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser - ii Advice in Manchester
✨Tip Number 1
Get to know the company inside out! Research interactive investor's values, services, and recent news. This way, when you chat with them, you can show off your knowledge and passion for what they do.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral—always a bonus!
✨Tip Number 3
Prepare for the interview by practising common questions and scenarios related to financial advising. Think about how you can demonstrate your client-centric approach and innovative thinking—this is your chance to shine!
✨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 interactive investor.
We think you need these skills to ace Financial Adviser - ii Advice in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight how your experience aligns with the role of a Financial Adviser. We want to see how you can deliver client-centric advice and embrace technology in your approach.
Showcase Your Passion: Let your enthusiasm for improving financial wellbeing shine through! Share examples of how you've made a positive impact in previous roles, especially in delivering exceptional client outcomes. We love seeing that passion!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and focus on what makes you a great fit for our innovative team at interactive investor.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details 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’re well-versed in the latest financial regulations and trends. Brush up on your knowledge of FCA requirements and be ready to discuss how you can deliver client-centric advice that meets these standards.
✨Showcase Your Tech Savvy
Since this role emphasises tech-enabled solutions, be prepared to talk about any digital tools or platforms you’ve used in previous roles. Share specific examples of how you’ve leveraged technology to enhance client engagement and service delivery.
✨Demonstrate Your Client Focus
Prepare to discuss your approach to building strong client relationships. Think of examples where you’ve successfully tailored financial plans to meet individual client goals and aspirations, showcasing your passion for improving financial wellbeing.
✨Be Innovative
This company is looking for someone who challenges the norm. Come equipped with ideas on how you would contribute to shaping a new way of doing financial planning. Think outside the box and be ready to share your vision for the future of financial advice.