Insight Financial Associates

About Us

We have been operating in the industry for over 15 years and are a trusted, well-known Firm. We are a family-run company who have become one of the largest in East Anglia and the South East.

Our business is rapidly expanding and we are looking for candidates to add to our existing team and assist in driving the company forward.

What it’s like to work for us?

Our staff are an integral part of what makes our business work, the cogs that drive the company forward. We are a highly driven group of individuals who have a passion for all things financial which is what makes us a leader in our field.

Together we have a focus on our clients and in growing our business and are able to offer a wide range of services including financial and mortgage advice, accountancy services, inheritance planning including wills, trusts and power of attorneys and property investment.

Every member of our business is highly valued, treated with the utmost respect and encouraged to grow within our company. Working at Insight is indeed a way of life, where you will meet people who share a common aspiration for excellence.

So, are you the type of person who enjoys a challenge and wants to be part of a fast moving, forward thinking business? If you are then we would love to speak with you.

Insight Financial Associates - where opportunity awaits you.

The type of jobs we recruit for?

Personal Assistant 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.

Trainee Financial Adviser
A programme to build up the practical background knowledge necessary to become an effective independent financial adviser. After training as an administrator supplying support to a financial adviser you will look to attain advisory skills, through enhanced product and investment proposition training with fund managers, fact finding, questioning skills, cashflow planning, and shadowing client meetings. For those successful after their 12th week probation, an exam timetable for attaining relevant qualifications for the advisory role will be put into action.

Benefits

Work from home
On-site parking
Life insurance
Company events
Private medical insurance
Company pension
Sick pay
Additional leave