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• Plan, execute, and supervise financial statement audits for clients within the financial services sector.
• Assess client's internal control systems and identify potential weaknesses or areas for improvement.
• Develop audit programs and procedures tailored to the specific risks and complexities of financial services entities.
• Perform detailed testing of financial transactions, account balances, and disclosures.
• Analyze financial data and identify anomalies, discrepancies, and potential misstatements.
• Ensure compliance with relevant accounting standards (e.g., IFRS, UK GAAP) and regulatory requirements (e.g., FCA, PRA).
• Lead and mentor audit teams, providing guidance and oversight to junior staff.
• Communicate effectively with clients, including senior management and audit committees, regarding audit findings and recommendations.
• Prepare clear, concise, and accurate audit reports, management letters, and financial statements.
• Stay up-to-date with evolving accounting regulations, industry trends, and audit best practices.
• Manage multiple audit engagements simultaneously, ensuring timely completion within budget.
• Contribute to business development initiatives and the growth of the audit practice.

• ACA, ACCA, or equivalent professional accounting qualification.
• Minimum of 5 years of experience in external audit, with a significant focus on the financial services industry.
• In-depth knowledge of financial services products, markets, and regulatory frameworks.
• Strong understanding of UK GAAP, IFRS, and auditing standards.
• Proven experience in leading audit engagements and managing client relationships.
• Excellent analytical, problem-solving, and critical thinking skills.
• Proficiency in audit software and data analytics tools.
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Ability to work effectively under pressure and meet tight deadlines.
• Demonstrated leadership potential and team management skills.

• Manage the full recruitment lifecycle for financial services roles.
• Source, screen, and interview qualified candidates using various recruitment tools and methods.
• Develop and maintain strong relationships with clients in the financial services sector.
• Understand client needs and provide tailored recruitment solutions.
• Conduct in-depth candidate assessments and provide feedback to clients.
• Negotiate offers and facilitate the hiring process to successful completion.
• Proactively develop new business opportunities and expand client base.
• Stay informed about industry trends, market intelligence, and competitor activities.
• Achieve and exceed agreed-upon performance targets and KPIs.
• Ensure a high level of service and candidate experience.

• Proven experience in recruitment, with a specialization in Financial Services.
• Demonstrated success in achieving and exceeding recruitment targets.
• In-depth knowledge of the financial services industry and its key roles.
• Excellent candidate sourcing, interviewing, and assessment skills.
• Strong business development and client relationship management capabilities.
• Exceptional negotiation, communication, and interpersonal skills.
• Ability to work independently and manage time effectively in a remote setting.
• Proficiency in recruitment CRM/ATS systems and LinkedIn Recruiter.
• Bachelor's degree in Business, Finance, Marketing, or a related field is preferred.

• Manage the full recruitment cycle for roles within banking, insurance, investment management, and FinTech.
• Develop and implement effective sourcing strategies to identify and engage high-calibre candidates, including leveraging professional networks, databases, and direct headhunting.
• Build and nurture strong relationships with key clients, understanding their hiring needs and providing expert market advice.
• Conduct thorough candidate assessments, including in-depth interviews and referencing, to ensure suitability for client requirements.
• Present qualified candidates to clients and manage the interview process.
• Negotiate offers and ensure a smooth transition for both the candidate and the client.
• Stay updated on industry trends, regulatory changes, and talent demands within the financial services sector.
• Contribute to business development by identifying potential new clients and opportunities.
• Maintain accurate and up-to-date records in the company's CRM system.
• Mentor junior members of the recruitment team.

• Proven experience (at least 4 years) as a Recruitment Consultant, with a significant focus on the Financial Services industry.
• Demonstrable success in recruiting for roles such as Investment Bankers, Portfolio Managers, Risk Analysts, Compliance Officers, and FinTech specialists.
• Excellent understanding of the financial services landscape, including key players and market dynamics.
• Strong business development and client relationship management skills.
• Exceptional communication, negotiation, and interpersonal abilities.
• Results-driven with a proactive and resilient attitude.
• Proficiency in using recruitment software and LinkedIn Recruiter.
• A degree in Finance, Economics, Business, or a related field is preferred.

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 450,000 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 ROLE:

Reporting to the Operations Manager, the Transfers Team Manager is a key role within the Transfers wider Leadership team. You will be responsible for providing inspirational leadership to a team which can consist of Team Leader/s, Transfer Specialist/s and Case Handlers. Managing Pensions, ISA's and Savings products. You must be confident in providing effective coaching, communication, feedback, development, recognition and ensuring adherence to HR policies where relevant.

In addition, you will be accountable for managing and achieving key KPI’s, quality excellence and risk management for the team and department ensuring all internal and external policies and industry regulatory requirements are adhered to. You will deputise for the Senior Operations Manager on an ad hoc basis and support Transfer related projects where relevant.

Our aim in Transfers is to be a highly efficient and successful operation, providing a first class service to our customers, and an industry leading Transfers experience.

We are looking for a dynamic individual, who is able to provide strong and effective leadership whilst still working effectively as part of a wider team within Transfers and across ii.

Requirements

 Experienced people manager with ability to manage, develop and coach high performing teams and individuals within a regulated, fast paced operational environment.

• Maximise team efficiency through effective resource and skills management/planning, to build a multi-skilled function, ensuring competence is continuously assessed and built on.

• Help deliver a multi-channel service, supporting inbound and outbound contacts including telephone calls, emails and secure messaging

• As a member of the Operations Leadership team, build an empowered, motivated and passionate team, rewarding excellence and managing performance through a culture of ownership and continuous improvement.

• Lead and drive short, medium and long term strategic plans through identifying change and improvement initiatives to deliver sustained operational improvement

• Capability to respond with agility to organisational and regulatory change.

• Build and maintain relationships internally in ii and externally across key partners to drive the success of the business

• Maintain the first line of risk defence by identifying, logging and driving improvements to risks for your team

• Maintain the first line of compliance defence by ensuring team adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance, with particular reference to CASS regulation

• Responsible for ensuring all CASS related activities and processes are completed daily to safeguard customer assets.

• Deputise for the Senior Operations Manager where required

CORE CAPABILITIES:

• Proven experience of managing a team in a fast paced environment

• Experience and knowledge of working in an FCA regulated entity

• Proven ability to drive improved performance of a team through coaching/development/KPI measurement, in line with HR guidelines

• Strong communication skills (both verbal and written) both within your team and wider

• Ability to work on own initiative as well as working part of a wider team

• Customer & Quality focused

• Able to influence and negotiate across different levels of the business

• Ability to work through issues, identify root cause and implement changes to maximise business efficiency and enhance the customer experience

• Capable of working under pressure to deliver against exacting deadlines, and the ability to organize and prioritise work loads

• Be able to understand relevant data/MI and be able to manipulate data to extract relevant information from a variety of sources (including but not limited to excel/Power BI etc)

PERSONAL ATTRIBUTES:

STRAIGHT TALKING | MOVING WITH SPEED | OWNING THE OUTCOME

• Clear communicator

• Strong team player

• Demonstrated passion and drive for delivering the best outcome

• Moving with speed – delivering faster and better

• Decisive and take ownership of outcomes

• Not afraid to challenge and be open to challenges

• Able to respond with agility to organisational and regulatory change.

• Problem solver

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

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

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 450,000 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 ROLE:

Reporting to the Operations Manger, the Transfers Team Manager is a key role within the Transfers wider Leadership team. You will be responsible for providing inspirational leadership to a team which can consist of Team Leader/s, Transfer Specialist/s and Case Handlers. Managing Pensions, ISA's and Savings products. You must be confident in providing effective coaching, communication, feedback, development, recognition and ensuring adherence to HR policies where relevant.

In addition, you will be accountable for managing and achieving key KPI’s, quality excellence and risk management for the team and department ensuring all internal and external policies and industry regulatory requirements are adhered to. You will deputise for the Senior Operations Manager on an ad hoc basis and support Transfer related projects where relevant.

Our aim in Transfers is to be a highly efficient and successful operation, providing a first class service to our customers, and an industry leading Transfers experience.

We are looking for a dynamic individual, who is able to provide strong and effective leadership whilst still working effectively as part of a wider team within Transfers and across ii.

Requirements

 Experienced people manager with ability to manage, develop and coach high performing teams and individuals within a regulated, fast paced operational environment.

• Maximise team efficiency through effective resource and skills management/planning, to build a multi-skilled function, ensuring competence is continuously assessed and built on.

• Help deliver a multi-channel service, supporting inbound and outbound contacts including telephone calls, emails and secure messaging

• As a member of the Operations Leadership team, build an empowered, motivated and passionate team, rewarding excellence and managing performance through a culture of ownership and continuous improvement.

• Lead and drive short, medium and long term strategic plans through identifying change and improvement initiatives to deliver sustained operational improvement

• Capability to respond with agility to organisational and regulatory change.

• Build and maintain relationships internally in ii and externally across key partners to drive the success of the business

• Maintain the first line of risk defence by identifying, logging and driving improvements to risks for your team

• Maintain the first line of compliance defence by ensuring team adherence to business processes and procedures that are designed to meet the regulatory standards set out in the relevant FCA rules and guidance, with particular reference to CASS regulation

• Responsible for ensuring all CASS related activities and processes are completed daily to safeguard customer assets.

• Deputise for the Senior Operations Manager where required

CORE CAPABILITIES:

• Proven experience of managing a team in a fast paced environment

• Experience and knowledge of working in an FCA regulated entity

• Proven ability to drive improved performance of a team through coaching/development/KPI measurement, in line with HR guidelines

• Strong communication skills (both verbal and written) both within your team and wider

• Ability to work on own initiative as well as working part of a wider team

• Customer & Quality focused

• Able to influence and negotiate across different levels of the business

• Ability to work through issues, identify root cause and implement changes to maximise business efficiency and enhance the customer experience

• Capable of working under pressure to deliver against exacting deadlines, and the ability to organize and prioritise work loads

• Be able to understand relevant data/MI and be able to manipulate data to extract relevant information from a variety of sources (including but not limited to excel/Power BI etc)

PERSONAL ATTRIBUTES:

STRAIGHT TALKING | MOVING WITH SPEED | OWNING THE OUTCOME

• Clear communicator

• Strong team player

• Demonstrated passion and drive for delivering the best outcome

• Moving with speed – delivering faster and better

• Decisive and take ownership of outcomes

• Not afraid to challenge and be open to challenges

• Able to respond with agility to organisational and regulatory change.

• Problem solver

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

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

• Lead and manage large-scale strategic consulting projects for clients in the financial services industry.
• Develop and implement strategies related to digital transformation, operational efficiency, risk management, regulatory compliance, and market entry.
• Conduct in-depth market analysis, competitive intelligence, and financial modelling to inform strategic recommendations.
• Build and maintain strong, long-term relationships with senior executives at financial institutions.
• Manage project teams, ensuring the delivery of high-quality results within agreed timelines and budgets.
• Facilitate workshops, stakeholder interviews, and executive presentations.
• Identify new business opportunities and contribute to the firm's growth through proposal development and client relationship management.
• Mentor and develop junior consultants, fostering their growth and expertise.
• Stay abreast of industry trends, regulatory changes, and emerging technologies impacting the financial services sector.
• Collaborate effectively with internal practice groups and subject matter experts.
• Drive the development of thought leadership and intellectual capital within the financial services practice.

• Master's degree or MBA from a top-tier institution; relevant professional certifications are a plus.
• Minimum of 7 years of consulting experience, with a significant focus on the financial services industry (banking, insurance, investment management).
• Proven track record in leading strategy consulting engagements, delivering measurable business outcomes.
• Deep understanding of key industry challenges, regulatory landscapes (e.g., Basel III, Solvency II), and market dynamics.
• Exceptional analytical, problem-solving, and strategic thinking skills.
• Strong leadership, team management, and interpersonal abilities.
• Excellent presentation and communication skills, with the ability to influence senior stakeholders.
• Demonstrated experience in business development and client relationship management.
• Proficiency in financial modelling and data analysis techniques.
• Ability to work effectively in a demanding, project-based environment.
• Willingness to travel as required for client engagements.

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 450,000 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.

We're excited to welcome new Transfers Case Handlers to our Operations team! In this role, you'll be key in ensuring smooth processing of tasks within our Transfers department. Your responsibilities will range from Settlements and Transfers to Account to Account Transactions and handling general customer inquiries. Being a financially regulated company, we value accuracy and compliance with our department's policies, procedures, and regulatory obligations. You'll also have the chance to build great relationships with our Customers, internal teams, and external partners, all while pursuing your career growth within our leading organization.

Requirements

Please note:

For advertising purposes, we call this role a Financial Services Administrator but

internally at ii, the role is called a Transfers Case Handler.

The salary for this role will be £27.300 per annum.

The start date for this role will be Monday 24th November 2025

REQUIREMENTS:

Provide outstanding customer service to meet the requirements of both internal and

external customers

• Make customer contact via phone, email /letter to enable straight through processing,

where appropriate

• Timely and accurate processing of all customer documents and returned queries to

ensure that customer’s needs are met

• Adherence to the regulations that apply to the area that you are working in

• Responsible for the processing of all departmental administration tasks, with a high

degree of accuracy

• Escalate any unresolved issues to the Specialists providing them with enough

information to investigate the issue

• Continually and appropriately challenge policy, processes and procedures,

recommending improvements to increase efficiency and improve quality

• Work as part of a team, supporting colleagues and promoting a positive work

environment & team spirit.

• Confident in delivering an efficient, consistent and high-quality service to our

customers at every interaction.

• Ability to move between tasks and departments as business needs require

• Maintain the organisation’s first line of defence by ensuring individual adherence to

business processes and procedures that are designed to meet the regulatory standards

set out in the relevant FCA rules and guidance.

• Make informed risk decisions and effectively and credibly debate and challenge

management recommendations within your role in line with the approved Risk

Management Framework

Personal Attributes:

STRAIGHT TALKING    |    MOVING WITH SPEED    |    OWNING THE OUTCOME

• Clear communicator
• Strong team player
• Demonstrated passion and drive for delivering the best outcome
• Moving with speed – delivering faster and better
• Decisive and takes ownership of outcomes
• Not afraid to challenge and be open to challenges

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 appreciate your interest in joining interactive investor. We will do our utmost to respond to all applicants. However, due to the high volume of applications we’re currently receiving, if you have not heard from us within 30 days of your application, please consider your application unsuccessful on this occasion.