Financial Adviser - ii Advice

Dubizzle Limited; Manchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prominent financial services firm in the UK is looking for a Financial Adviser to deliver exceptional client outcomes. The candidate should have a Level 4 Diploma in Financial Planning, experience in financial advisory, and a client-focused approach. Responsibilities include providing holistic financial planning, utilizing digital tools, and engaging with clients to foster business growth. The firm offers competitive salary, ongoing professional development, and a dynamic work environment.

Benefits

Group Personal Pension Plan – 8% employer contribution

Life Assurance and Group Income Protection

Private Medical Insurance – Provided by Bupa

25 Days Annual Leave plus bank holidays

Staff Discounts on investment products

Personal & Well-being Fund

Retail Discounts

Voluntary Flexible Benefits

Qualifications

• Qualified Adviser with Level 4 Diploma in Financial Planning or equivalent.
• Experience in a financial advisory role with a proven track record.
• A client-focused approach with a focus on financial wellbeing.

Responsibilities

• Deliver high-quality, holistic financial planning for clients.
• Use digital tools for enhanced service delivery.
• Build strong client relationships and contribute to business growth.

Skills

Client-focused approach

Relationship-building skills

Modern mindset embracing technology

Entrepreneurial spirit

Experience delivering client outcomes

Education

Level 4 Diploma in Financial Planning

Chartered status (desirable)

Tools

Digital tools and platforms

Job 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 UKEqualityAct2010. 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