Working at Intelliflo |

Intelliflo Overview

Kingston upon Thames, England
51 to 200 employees
Company - Private
IT Services
Unknown / Non-Applicable
Intelliflo has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based practice management software, Intelligent Office, is the most widely used by new UK financial advisers* and helps financial businesses ... Read more

Mission: To empower the financial advice industry to be more efficient and effective through innovative and open architecture technology; widening the reach of advice to ensure more people have access to these services.

Company Updates

  • Nick Eatock will today (17 September 2019) return as Intelliflo’s chief executive officer (CEO) following the departure of Hamish Purdey, who is leaving the firm to pursue new challenges.

    Nick Eatock returns as Intelliflo's CEO

    Nick Eatock will today (17 September 2019) return as Intelliflo's Chief Executive Officer (CEO) following the departure of Hamish Purdey, who is leaving the firm to pursue new challenges. Hamish Purdey joined Intelliflo in November 2014, at which time Nick Eatock took on the role as executive chairman.

  • We are delighted to acquire i4C Technology, a leading digital cashflow modelling business, continuing our record of partnering with fintech experts.

    Intelliflo acquires i4C Technology, a leading digital cashflow modelling business

    Intelliflo has acquired i4C Technology, a market-leading UK provider of digital cashflow modelling applications for financial advisers. This acquisition builds on Intelliflo's unrivalled record of successfully partnering with technology experts to provide advisers with the innovative and flexible tools they need to develop their business, supporting the adviser to deliver an improved investment experience for end clients.

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Intelliflo – Why Work For Us?

We help the financial services community thrive in an ever-changing market by making their operations more professional and profitable. We do this through continually developing our best-in-class, web-based business management system to help our clients compete and win. Users of our Intelligent Office software benefit from our open architecture approach, so that they can build that they need, not just use the system that they are given.

Built specifically for the UK market, our IT expertise coupled with years of experience of the UK financial services sector ensures our system offers an unparalleled degree of specialism for our clients.

Working at Intelliflo

We have a wide range of jobs available at Intelliflo across a number of roles ranging from development, training, customer success, finance, sales, marketing and support. We have been growing steadily since our inception in 2004 and play a prominent role in the fintech side of financial advice in the UK. So, if you’re looking for jobs in Kingston, Surrey and are interested in fintech, get in touch.

Thanks to our year-on-year business growth, we continue to expand. We offer an innovative, independent working environment and a first class benefits package including; 26+ days holiday, generous pension scheme, private medical cash plan, life assurance, income protection, discretionary bonus and a variety of sports and social activities.

Developing talent is vital to our growth and success. We invest in employee development and provide opportunities for internal career progression, so check out some of our roles in Kingston, Surrey and remote, to see if there's the right role for you.

Intelliflo's award winning software, Intelligent Office, helps over one-third of the UK's financial advice industry to better and more efficiently manage its processes. Our CTO, Akeel Ahmed explains a bit more about Intelliflo's development operations and we deliver and constantly improve our software to the market.

Intelliflo is committed to becoming the leading global SaaS provider of technology to financial advisers. Started in the UK in 2004, our Intelligent Office software is now relied upon by over one third of the UK financial advice industry. Intelliflo was acquired by Invesco in 2018 and is now embracing a global outlook for our software.

Focussed on delivering a superior customer experience via our technology

Intelliflo has always embraced an open, collaborative approach to our software. This enables us to work with an unparalleled number of partners and providers to offer an unrivalled software solution to our clients that enables them to build the software that they need, using the partners and providers that they want to work with. We expect an equally open and collaborative approach from our staff, across all departments. If everyone understands the other areas of the business, we can all move in the same direction.

The exponential growth of the business means that we have a diverse range of jobs for a diverse group of skill sets, from sales and marketing, through account management and customer success, to client onboarding, data migrating and product developing, we have a job for every skill and are proud of the diversity of our team. 

Continuous improvement

We never rest on a laurels at Intelliflo and are constantly striving for continuous improvement. We want to do today what we did yesterday, only better.

Our values

  • Trustworthy – we will always act with integrity and honesty
  • Customer focussed - we will listen to and understand our customer’s needs and endeavour to meet them
  • Transparent - we will be open, unambiguous, straightforward and honest in our communication and services
  • Reliable - we will deliver what we say we will

Our principles

  • Exceed customer expectations
  • Leading the market via innovation and vision
  • Pursue excellence via continuous improvement
  • Work together to share knowledge, participate and contribute to Intelliflo’s mission, vision and values
  • Treat others with courtesy and respect
  • Provide a supportive environment that allows our employees to grow, continuously improve and progress
  • Enjoy what we do, inspire others and be proud


We actively promote the health and wellbeing of our employees, with a range of benefits to support this. You will receive a competitive compensation package with a generous pension contribution, as well as opportunities to conduct charitable activities, receive financial advice and look after your health.

Intelliflo Reviews

  • Featured Review

    "Great place to work and start a career!"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Graduate Trainee in Kingston upon Thames, England
    Current Employee - Graduate Trainee in Kingston upon Thames, England
    Positive Outlook
    Approves of CEO

    I have been working at Intelliflo full-time (More than a year)


    The opportunities for career development and growth are great. Managers give lots of responsibility which really makes you feel like you can make a difference. A very friendly working environment with great social events. Benefits are impressive too.


    Internal communication can sometimes be an issue, however it is improving.

See All 19 Reviews

Intelliflo Photos

Intelliflo photo of: Reception
Intelliflo photo of: Our vision
Intelliflo photo of: Awards
Intelliflo photo of: Office
Intelliflo photo of: Welcome
Intelliflo photo of: Onboarding team
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Intelliflo Interviews



Getting an Interview

Getting an Interview





    Sales Executive Interview

    Anonymous Employee in Kingston, East of England, England
    Accepted Offer
    Positive Experience
    Average Interview


    I applied through a recruiter. The process took 3 weeks. I interviewed at Intelliflo (Kingston, East of England, England) in August 2016.


    Very straight forward they have their own recruitment person heavily involved who makes the process easy. There was also a presentation attended by a senior manager. 2 stage interview with an initial Skype screening, was straight forward with nothing out of the ordinary.

    Interview Questions

    • General questions around knowledge on Financial Services sales and knowledge of technology in Financial Services   1 Answer
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Intelliflo Awards & Accolades

  • Best Technology Provider, Professional Adviser, 2018
  • Best Back-Office System, Professional Paraplanner, 2018
  • Best-performing privately-owned technology company in the UK mid-market, Megabuyte50, 2015
  • Technology Fast500 EMEA Winner, Deloitte, 2010
  • Hot 100, Real Business, 2010
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