Careers at Insight Financial Associates
Established in 2004, our company has always had our clients at the heart of everything that we do, and we foster a culture where our teams feel informed and empowered to do their part to deliver better client outcomes for our clients.
We believe in our people, and champion a culture that recognises talent and ambition. Teamwork is important but we also give you autonomy and flexibility to drive change and contribute your expertise.
We’re committed to creating a supportive and rewarding workplace and we provide a range of benefits to help you develop your skills, achieve your goals, and maintain a healthy work-life balance.
You will find all our latest vacancies visiting either our jobs page or clicking through to our Linkedin profile.
Why choose us?
We’re a collaborative team, united by a passion to exceed client expectations. We’re small enough to care for each employee yet big enough to create a dynamic working environment and employ people with a huge breadth of expertise and talent.
Whether you’re a seasoned professional or just starting out on your career, we have opportunities across all our teams – so you can be sure you’ll find one that is right for you.
Financial Advisers
Ambitious and keen to learn? Each year we welcome new people keen to join our Advisers Academy - carefully designed to help you learn, grow, and achieve.
Become a trainee financial adviser by joining our Client Support team where you’ll be put through all the required exams to gain your diploma as part of a company funded structured two-year training program. After which, you’ll join our Advisers Academy.
Experienced professional?
We provide a bespoke training program that gives you all the training and tools you need to turn your passion for customer service into a new, rewarding career in finance.
Client Support
Empathy, an eye for detail, a passion for outstanding customer service? You’ve already got what we’re looking for in our Client Support team!
We provide a bespoke training program that gives you all the training and tools you need to turn your passion for customer service into a new, rewarding career in finance.
Within our Client Support team there are plenty of opportunities for progression from to Senior, Director level, or Executive level Client Support.
Operations
A background in Business Management, HR, Compliance, Finance, Technology or Marketing? Our Operations teams bring together people with a wide range of skills, perspectives and experience, all working towards the same goal: helping the business run smoothly, effectively and with purpose.
Whether your strengths lie in organisation, analysis, problem-solving or communication, there are opportunities to make a meaningful impact behind the scenes and across the wider company.
We are always interested in hearing from people who are curious, adaptable and motivated to contribute to a high-performing team. If you are excited by the prospect of working in a role that combines responsibility, variety and the chance to support meaningful business outcomes, we would love to see what you could bring to our Operations function.
Submit your CV to Insight IFA...
We are always on the lookout for talented individuals to join our team so get in touch today!
Sharing career stories from our staff!
Client Support
First up it's Catherine Smith.
Cat's role is Director Client Support and she is also a Team Leader within the Client Support Team.
How long have you worked at Insight Financial Associates?
22 years!
What does your typical week look like?
As Client Support for one of our directors, Antony Howard, I spend a lot of time organising and planning. Antony & I usually meet weekly to discuss what is required for upcoming client meetings, then to identify post meeting actions. During the week I book meetings, liaise with clients, manage Antony's diary and prepare reports. As a team leader I also host team meetings and am the “go-to” for questions within the team.
What is the best part about your job?
The people! I've worked here a long time so the client support team is like a big family, it has been great to see so many career progressions. I also love building long-term relationships with clients and knowing that we are supporting their financial security. What qualifications do you need in client support? All training is provided as part of the role, however it is desirable to have some experience in a similar role. What advice would you give to someone considering a career in client support? You would need to be able to work well within deadlines, be organised, and willing
Financial Adviser
We asked Stuart Green what it is like to be an Independent Financial Adviser.
How long have you worked at Insight Financial Associates?
I started at Insight in 2015 as an intern while at University then started full time in 2019. I was the first trainee financial adviser at Insight so I worked in a client support role while undertaking my financial adviser qualifications. I was able to complete the course in 15 months as it was during lockdown so I had plenty of study time!
What does your typical week look like as a financial adviser?
Most weeks are a split of being on the road visiting clients and in the office completing paperwork and preparing for client reviews.
What is the best part of your job?
Having the chance to talk to clients, build long-term relationships, and help them achieve their financial goals.
What advice would you give to someone considering a career as a financial adviser?
Do it! It is a rewarding job that if more people knew about it, there would probably be many more financial advisers.
Finally, any career aspirations? To be a director one day!
Corporate Support
Next we meet Sarah Ritchie who works in Corporate Support.
How long have you worked at Insight Financial Associates?
I joined Insight in June 2019, so nearly 7 years.
What is the best bit about your job?
I would say is being able to help corporate clients - things like quotes, claims, death and income protection, speaking to clients and getting to know them.
What does a typical week look like?
My week varies greatly, what I do one week won't necessarily be the same the following week! I deal with all the corporate group protection renewals and, every two years, rate reviews where I go to the open market for comparative quotes. Plus for new clients - generating quotes for pensions, protection, private medical insurance, dealing with death claims, income protection claims, produce governance reports, valuations for members of group pensions (usually requested by another financial adviser or client support) as well as sending details to insurers and notifying them of any leavers, I'm sure there are other bits!
What training did you have?
In terms of qualifications for companies, I only have the training that I received when I joined - plus I worked 12 years prior to joining Insight with another financial services company, dealing with individuals.
What would you say to someone considering a career in corporate financial advice?
My advice would be to communicate with your clients, get to know them and what plans they have and work with them, as opposed to working for them. I can honestly say I really love what I do with our corporate clients!
HR
Next up in our careers spotlight we meet Amy Dunkinson, our People Manager.
How long have you worked for Insight Financial Associates?
1 year and 4 months.
What qualifications do you need to work as a people manager?
Level 5 or Level 7 CIPD and relevant experience in a similar role.
What is the best bit about your job?
I enjoy the variety - no two days are the same. I find it rewarding to help people and businesses succeed, and to see growth as a result of my work.
What does a typical week look like?
Every week is different. HR touches every stage of the employee lifecycle - from attracting talent and providing a great employee experience to training, development, employee relations, engagement, wellbeing and social initiatives, and so much more!
What advice would you give to someone considering a career in HR/People Management?
Take every opportunity to ask questions, shadow experienced HR professionals, and learn on the job.
While qualifications are important?
Gaining practical experience across different HR areas and industries helps build the knowledge, resilience, and adaptability needed to succeed in any organisation.
Reception
Finally we chatted with Belinda Heal who works as a receptionist at our head office in Norwich.
How long have you worked at Insight Financial Associates?
14 years
What does your typical week look like?
I am part-time and work 3 days - a large amount of my time is taking company phone calls, I am the first point of contact for Insight so many clients will know my voice! As part of the reception team I work with Andrea and we meet and greet clients visiting our office - I make a great cup of tea! I also book some advisers' diaries, complete general office administration, and keep the office and interview rooms tidy.
What is the best part about your job?
Meeting clients and speaking with them.
What advice would you give to anyone thinking about a career as a receptionist?
You need good communication skills, be empathetic, and be able to listen to clients and understand their needs. One of the key attributes as a receptionist is having a polite, positive, friendly manner, and a big smile!
Check out the latest jobs at Insight...
Visit our jobs page to find out what's on offer at Insight Financial Associates.
Who are Insight Financial Associates?
We are a company with a forward-thinking approach to financial advice. Together with our specialist sister companies (wills and estate planning, accountancy, mortgages, legal service, and HWNI property investment) we have an unrivalled wealth of expertise to offer our clients on their financial journey.
£2,036,115,789 of funds under management
As of April 2026
174 people
From 21 to 72 years of age, 41% male, 59% female. all backgrounds
5 offices
Norwich, St Ives (Cambridge), Westerham (Kent), Harlow (Essex) and London.
Careers at Insight Financial Associates
Your success is our success
That’s why we’re committed to creating a supportive and enjoyable work environment. We offer a range of benefits and opportunities to help you develop your skills, achieve your goals and to maintain a healthy work-life balance.
- Investing in you – we sponsor all essential training and professional qualifications to help you grow
- Leadership – we can help you develop your leadership skills through personal development plans, mentoring, and dedicated programs
- Volunteering – we give one paid day a year so you can volunteer for a cause you care about plus, as a team, we regularly volunteer for our chosen local charities
- Holidays – competitive annual leave allowance
- Benefits – group income protection scheme, generous company pension, support from a financial adviser, discounts with our sister companies (mortgages, estate and will planning, accountancy)
- Wellbeing – employee assistance program (confidential support for you and your immediately family), death in service cover (4 x salary), gym discounts, cycle to work scheme, Shop St discount app
- Family – paid maternity, paternity, and adoption leave
Celebrating inclusion and diversity
We believe in the power of a diverse and inclusive workplace, where everyone’s voice is valued and respected regardless of age, gender, ethnicity, background, or beliefs.
Other companies in our group
Say hello to the Insight group of companies...
Insight Private Finance
We are experts in securing finance for a broad range of properties for either residential or investment purposes. We can advise you on insurances to protect your home, income, lifestyle and for landlords to protect their property portfolios.
Foresight Estate Planning & Will Writing
We specialise in the preparation and drafting of Wills, together with a wide range of other legal services, including the setting up of Trusts (both life-time Trusts and post death Trusts) and Powers of Attorney.
Insight Accountancy Services
We give guidance and advice around personal or business taxation queries. We can guide you through the administration side of book-keeping and completing tax returns in a timely manner, providing security in knowing that all elements of your finances are in good order.