Hybrid Advice Manager

at interactive investor

• Job title: Advice Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Professional Certificate
• Location requirements: Hybrid, Edinburgh, United Kingdom

About the role

• Advice Manager guiding the future direction of our advice team at interactive investor. Leading recruitment, development, and performance management of financial advisers.

Responsibilities

• Oversee daily line management for a group of financial advisers, facilitating their performance, capabilities, and professional growth.
• Establish clear expectations, goals, and accountabilities for advisers that align with business objectives and client outcomes.
• Conduct regular one-on-one meetings, coaching sessions, and provide feedback to enhance adviser development and ensure consistent quality of advice.
• Recognize and address the development needs of advisers by creating customized growth and career plans.
• Cultivate a collaborative, high-performance environment that prioritizes professionalism, continuous learning, and client-centric results.
• Function within and uphold the T&C framework, collaborating closely with Risk and Quality Assurance teams.
• Ensure that advisers consistently meet regulatory, professional, and internal standards.
• Perform regular evaluations, observations, and reviews of adviser competencies and behaviors.
• Serve as a point of escalation for any issues concerning advice quality, conduct, or capability, facilitating prompt and effective resolutions.
• Serve as an active, client-facing Financial Adviser, maintaining competence and adhering to FCA standards.
• Provide high-quality, regulated financial advice to clients, ensuring compliance with suitability, documentation, and Consumer Duty expectations.
• Demonstrate exemplary standards in advice quality, professionalism, and client engagement.
• Ensure ongoing compliance with appropriate CPD, qualifications, and SPS requirements relevant to Financial Advisers.
• Assist in identifying, recruiting, and onboarding top-tier financial advisers who align with the values of ii Advice.
• Participate in the structured growth of the advice team while upholding standards of advice quality and culture.
• Support the early development and effective integration of new advisers into the advice team.
• Contribute practical insights to the continuous improvement of the ii Advice proposition, guided by feedback from advisers and clients.
• Encourage the use of technology and tools that enhance both adviser productivity and client experiences.
• Identify ways to streamline processes, minimize obstacles, and promote scalable, high-quality advice delivery.

Requirements

• Relevant qualifications in financial planning, such as Level 4 Diploma in Financial Advice.
• A minimum of 5 years of experience in financial services, with at least 2 years in a managerial or supervisory role.
• Strong knowledge of financial products, markets, and regulations.
• Proven ability to lead and inspire a team, creating a positive and performance-driven culture.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and team members.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial information.
• Familiarity with compliance standards and financial regulations.

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