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Trainee Financial Planning Adviser Apprenticeship

interactive investorManchester, England, United Kingdom
On-site Full-time

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Experience Level

Entry Level

Qualifications

We are looking for enthusiastic individuals with a keen interest in financial planning. No prior experience is necessary, but candidates should possess:A willingness to learn and adapt in a fast-paced environment. Strong interpersonal and communication skills. Attention to detail and organizational abilities. A proactive attitude towards problem-solving.

About the job

interactive investor is a flat-fee investment platform based in Manchester, managing approximately £75 billion in assets for over 500,000 clients. With nearly three decades of experience, the company provides a secure platform for pensions, ISAs, and a wide range of investment options. Clients can access over 20,000 UK and global investments, including shares, funds, investment trusts, and ETFs. The platform also offers impartial content, daily newsletters, and an active investor community.

Role overview

The Trainee Financial Planning Adviser Apprenticeship offers a pathway for those interested in a long-term career in financial planning. This program blends practical experience with the chance to work toward Level 4 professional qualifications. Apprentices rotate through key business areas such as Support, Customer Relationship, and Adviser teams, gaining a broad perspective on how a digitally enabled advice business operates. The apprenticeship provides a clear route to becoming a fully qualified Financial Planner.

What you will do

Support & Operations

  • Assist with administrative and operational tasks to help ensure smooth client journeys.
  • Learn how digital tools, workflows, and compliance processes support efficient advice delivery.
  • Become familiar with financial planning documentation, investment platforms, and client onboarding procedures.
  • Contribute to process improvement initiatives within a technology-driven environment.

Customer Relationship Team

  • Engage directly with clients, supporting them throughout their planning and advisory process.
  • Develop communication and relationship management skills.

About ii advice

ii advice aims to reshape financial planning in the UK by combining human expertise with digital solutions. The team is committed to making high-quality advice more accessible, transparent, and focused on client needs.

About interactive investor

interactive investor is a distinguished investment platform that has been at the forefront of empowering investors for nearly three decades. As the UK’s premier flat-fee investment platform, we pride ourselves on our innovative approach to investment management, offering a wealth of resources and support to our clients.

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