Advice Support Administrator

Title: Advice Support Administrator

Location: Hybrid - 3 days a week in the Manchester office

Salary From: £28,300

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.

About Ii Advice

ii Advice is the human-led, digitally enabled advice service from Interactive Investor. We combine the reassurance of regulated financial advice with the efficiency, transparency and accessibility of modern technology.

Our mission is to deliver high-quality financial planning that is simple, transparent and built around real human relationships — powered by smart digital systems.

As we grow, we're looking for a proactive, detail-oriented Support Administrator to help us deliver an exceptional client experience.

Purpose of the Role

This is not a traditional "back office" role.

As a Support Administrator at ii Advice, you are a critical part of the client journey — ensuring advice is delivered efficiently, compliantly and with care.

You will work closely with Financial Advisers to:

• Keep client cases moving smoothly
• Deliver a seamless digital experience
• Maintain high regulatory and data standards
• Help clients feel informed and supported at every stage
  
  

Key Responsibilities

Client & Adviser Support

• Prepare client meeting packs and documentation
• Issue Letters of Authority and manage provider follow-ups
• Support onboarding and fact-finding processes
• Assist with suitability report preparation and documentation
• Proactively executing recommended transactions and ensured end-to-end follow-through
• Ensure accurate and timely case progression
  
  

Platform & Digital Systems

• Maintain CRM records with precision
• Upload and manage documents within digital workflows
• Track pipeline cases and proactively chase outstanding items
• Identify opportunities to improve efficiency through better use of technology
  
  

Compliance & Risk

• Ensure files meet internal and FCA standards
• Maintain accurate records of communications
• Support internal file checking processes
• Assist with data protection and GDPR compliance
  
  

Client Experience

• Be a professional and warm first point of contact
• Respond to client queries promptly and clearly
• Ensure clients feel informed throughout the advice process
• Help create a frictionless digital journey
  
  

Requirements

What We're Looking For

Experience

• Experience in financial services administration (ideally within regulated advice)
• Understanding of UK retail investment products (ISAs, pensions, bonds)
• Familiarity with adviser platforms and CRM systems
• Awareness of FCA regulatory requirements
  
  

Skills

• Exceptional attention to detail
• Strong organisational and time management skills
• Confidence using digital systems and learning new technology
• Clear written and verbal communication
• Ability to prioritise in a fast-paced environment
  
  

Mindset

• Client-first mentality
• Process-improvement mindset
• Collaborative and proactive
• Comfortable in a growing, evolving business
• Takes ownership and pride in high standards
  
  

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 UK Equality Act 2010. 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