Jobs @ Insight

Find your perfect post

We want you!

Insight Financial Associates are on the lookout for talented individuals to join our ever expanding team of finance professionals. So, if that sounds like you and you are looking for a new challenge please do get in touch today!

Personal Assistant

Client Support to IFA

To supply administrative support to a financial adviser. You will be working closely with them to organise their diary and assist on preparing the files required for client meetings. You will engage with clients and encourage the adviser to meet targets helping to manage their cases from beginning to end.

Position Requirements

Responsibilities & Duties

  • Making appointments with clients and prospective clients
  • Research on the investment systems
  • Preparing of client annual review and follow up
  • Preparation of analysis of portfolios and funds
  • Insurance provider and product research
  • Process and procedure updates
  • Administrative and compliance duties, including preparing cashflow reports, new recommendation packs and suitability reports

Essential

  • Microsoft Office (Word, Excel, Powerpoint, etc.)
  • Strong written, as well as verbal, communication skills
  • Attention to detail
  • Organisational and planning skills

Desirable

  • Financial market and funds knowledge
  • Experience in a similar environment
APPLY
Independent Financial Adviser

Independent Financial Adviser

An experienced financial adviser who supports clients in managing their finances through effective cashflow planning, while delivering a reliable, ongoing service. The role also involves understanding each client’s individual needs and recommending the most appropriate products and solutions.

Position Requirements

Responsibilities & Duties

  • Arranging client appointments
  • Managing and maintaining client relationships
  • Growing a successful client book
  • Conducting annual client reviews
  • Maintaining high professional standards

Essential

  • Level 4 Diploma in Regulated Financial Planning
  • Excellent communication, interpersonal and listening skills
  • The capability to explain complex information simply and clearly
  • The ability to network and establish relationships with clients
  • A target-driven mindset
APPLY
Graduate Adviser

Trainee Financial Adviser

Whilst carrying out client support within the IFA role, you will join an internal development programme designed to prepare you to become a financial adviser. You will work towards applying for the next available internal cohort once qualified. The programme combines structured study towards your professional exams with hands-on experience. Alongside your training, you will shadow advisers, support client calls, and attend client meetings to build practical knowledge and confidence for the next step in your career. You will also develop core advisory skills through enhanced training in product and investment propositions with fund managers, alongside developing your fact-finding, questioning, and cashflow planning abilities. Following successful completion of your 6-month probation period, an exam timetable will be put in place to support you in achieving the relevant qualifications required for the advisory role.

Position Requirements

Responsibilities & Duties

  • Making appointments with clients and prospective clients
  • Research on the investment systems
  • Preparing of client annual review and follow up
  • Preparation of analysis of portfolios and funds
  • Insurance provider and product research
  • Process and procedure updates
  • Administrative and compliance duties, including preparing cashflow reports, new recommendation packs and suitability reports
  • (If Applicable) Exam training and schedule

Essential

  • Microsoft Office (Word, Excel, Powerpoint, etc.)
  • Strong written, as well as verbal, communication skills
  • Attention to detail
  • Organisational and planning skills

Desirable

  • Financial market and funds knowledge
  • Experience in a similar environment
  • Qualification in Business / Finance related
APPLY
Work Experience
Work Experience

Submit your CV to Insight IFA...

We are always on the lookout for talented individuals to join our team so get in touch today!
Submit your CV

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.

Insight Team

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. 

FIND OUT MORE
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. 

FIND OUT MORE
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.

FIND OUT MORE