Trainee Financial Planning Adviser Apprenticeship

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:

ii advice is reshaping the UK financial planning landscape. We combine deep human expertise with intelligent digital tools to deliver an advice experience that is modern, transparent and truly client-centred. Our mission is to disrupt the traditional model and build a new standard for accessible, high-quality financial planning.

We are now offering an exciting entry-level apprenticeship, designed for individuals who want to build a long-term career in financial planning and gain hands-on experience across multiple teams while working toward Level 4 professional qualifications.

As a Trainee Financial Planning Adviser, you’ll rotate through key functions of our business — including the Support team, Customer Relationship team, and Adviser team — gaining practical experience at every step. You’ll also gain exposure to our wider proposition, compliance, and operational teams to fully understand how a modern, digitally enabled advice business operates.

This is a varied, engaging and highly developmental role with a clear progression pathway toward becoming a fully qualified Financial Planner.

Key responsibilities/what you’ll do:

Support & Operations

·         Assist with core administrative and operational tasks to ensure smooth client journeys

·         Learn how digital tools, workflows and compliance processes support efficient advice delivery

·         Develop understanding of financial planning documentation, platforms and client onboarding

·         Contribute to internal process improvement initiatives in a fast-moving, tech-enabled environment

Customer Relationship Team

·         Engage directly with clients, supporting them throughout their planning and advice process

·         Build strong communication and relationship-management skills

·         Prepare client materials, gather information and support review meetings

·         Gain confidence working with client data, digital systems and financial planning tools

Adviser Team

·         Shadow Financial Planners and observe client meetings

·         Contribute to preparation of financial plans, suitability letters and recommendations

·         Support financial modelling, tax considerations and investment/retirement planning work

·         Gradually take on more responsibility as skills and qualifications progress

Exposure across the business

·         Work with the Compliance team to understand the regulatory framework and Quality Assurance Teams

·         Understand ii advice’s proposition development, including digital enhancement projects

·         Participate in business initiatives that advance our human-led, digitally enabled strategy

Salary: £28,800
Assessment centre dates: June
Start date: Monday 7th September 2026

Personal attributes:

STRAIGHT TALKING          |          MOVING WITH SPEED          |          OWNING THE OUTCOME

We’re looking for someone who has:

·         A genuine interest in financial planning and helping people make better financial decisions

·         Strong communication skills and an empathetic, client-centred mindset

·         Curiosity, motivation and a willingness to learn across multiple disciplines

·         Comfort working in a fast-paced, tech-enabled environment

·         Strong organisation and attention to detail

·         A proactive approach to problem-solving and team collaboration

About the apprenticeship:

As a Trainee Financial Planning Adviser, you’ll develop the technical knowledge plus the professional skills and behaviours to work within our exciting and fast-paced ii advice team, gaining valuable work experience plus achieving a qualification through a structured apprenticeship programme to kick-start your career.

Through the Investment Operations Specialist apprenticeship, you will learn and grow technical knowledge in the following areas:

·         Industry and company understanding

·         Regulatory and compliance knowledge

·         Learning of products, systems & processes

·         Explore client service and relationships

·         Providing exceptional service delivery

·         Effective communication and influencing

·         Completion of the CISI (Chartered Institute for Securities & Investment) Level 4 Diploma in Investment Advice

By the end of the apprenticeship, you will achieve your Level 4 Investment Operations Specialist Apprenticeship plus you will gain a professional globally recognised qualification with the Chartered Institute for Securities and Investment (CISI). Typically, the apprenticeship will take around 18 months to complete.

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 your application as unsuccessful.

Requirements

To apply for this role, you will need:

·         To be at least 18 years old as of 1st September 2026

·         Be a UK/EEA citizen or have lived in the UK/EEA continuously for the last 3 years

·         To be eligible to work in the UK and not in full-time education

·         To have achieved, or predicted to achieve in 2025, a level 3 qualification, such as A-levels or equivalent

·         Maths and English GCSE (or equivalent) grades A* to C (new grades 9 to 4)

·         You must not hold an existing qualification at the same or higher level in a similar subject

Benefits

·         Group Personal Pension Plan

·         Life Assurance and Group Income Protection

·         Private Medical Insurance – provided by Bupa

·         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