Financial Adviser - ii Advice at interactive investor

Edinburgh, Scotland, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

24 May, 26

Salary

0.0

Posted On

23 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Relationship Management, Digital Tools Utilization, Innovative Thinking, Business Growth, Regulatory Compliance, FCA Requirements, Client Bank Growth, Holistic Financial Planning, Life-Centred Planning, Relationship Building, Technology Adoption

Industry

Financial Services

Description

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! 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 Innovative Thinking: Challenge outdated industry norms and contribute to shaping a new way of doing things.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

Responsibilities

The role involves delivering high-quality, holistic financial planning tailored to each client's life journey, goals, and aspirations, while utilizing digital tools to enhance service delivery. Key duties also include contributing to business growth through client relationship development and ensuring all advice strictly adheres to Financial Conduct Authority (FCA) requirements.