Senior Finance Analyst preparing management and financial reports for our UK operations. Collaborating across departments to ensure accurate financial reporting and drive business improvements.
About the role
- Financial Adviser focusing on holistic financial planning and innovative solutions within a leading investment platform. Join a dynamic, client-centric team at interactive investor in the UK.
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- Innovative Thinking: Challenge outdated industry norms and contribute to shaping a new way of doing things.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.
Requirements
- 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
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
QuickBooks Accountant ensuring accurate financial records and compliance for CKH Group's finance operations. Requires strong bookkeeping, QuickBooks proficiency, and collaboration with internal departments.
Project Consultant engaging in transforming businesses through technology and innovation at EY. Drive long - term value through strategic problem - solving across various consulting fields.
Project Consultant assisting TMT companies and clients in business transformations through technology and innovation while collaborating with cross - functional teams.
Lead Financial Consultant at Ørsted responsible for developing digital scalable solutions in finance. Work includes process optimisation and stakeholder communication in a hybrid environment.
Operations Finance Analyst supporting financial planning and analysis for Aramark at University of Kentucky. Responsible for consolidating financial results and assisting with strategic planning processes.
Finance Manager responsible for financial analysis and program controls in aerospace and defense industry. Oversee a team while managing cost and schedule analysis and budget processes.
Finance Manager responsible for managing cost control and EVMS compliance for the Global Patriot PAD. Leading a finance team while supporting high - value Foreign Military Sales programs across various locations.
FP&A Manager driving financial planning, reporting, and decision support for Nanit, a leading baby tech company. Partnering with cross - functional teams to analyze performance and provide actionable insights.
Strategic Finance Associate at Lindblad Expeditions handling budget and operational models. Analyzing data - driven financial insights to support strategic decisions in expedition travel.