Financial Advisor

Insight Financial Associates Limited; Norwich; Sur place; GBP 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

Modern offices

Annual company events

Professional development & mentoring

Collaborative culture & wellbeing

Résumé du poste

Insight Financial Associates Limited is seeking Diploma-qualified Financial Advisers to join our growing team in the UK. You will engage with clients to deliver strategic cashflow planning and ongoing financial guidance within a supportive, training-focused environment.

The role emphasizes client-centric advice, professional development, and a collaborative culture across modern offices. If you are passionate about ethical financial planning, we want to hear from you.

Qualifications

• Diploma-qualified Financial Adviser (Level 4 minimum) with UK financial planning knowledge.
• Excellent communication and relationship-building skills.
• Ability to assess suitability, risk, and client objectives.

Responsabilités

• Build long-term relationships with clients and support them with strategic cashflow planning and ongoing guidance.
• Understand client needs and recommend appropriate products and services to help achieve financial goals.

Connaissances

Communication skills

Relationship-building

Analytical thinking

Attention to detail

Client objectives assessment

Formation

Level 4 Diploma

Description du poste

Join Our Team

We are a growing and ambitious financial services firm looking for Financial Advisers to join our team. Whether you're an experienced adviser seeking a new opportunity, in the early stages of your advisory career and looking for further development, or a Level 4 Diploma-qualified professional currently working in a paraplanning or client support role and ready to take the next step into advice, we'd love to hear from you.

We are committed to developing talent and provide comprehensive training, mentoring, and ongoing professional development through our in-house programmes. Joining our team offers the opportunity to build a successful career in a supportive environment, helping clients achieve their financial goals through high-quality, holistic financial planning.

In this role, you will work closely with clients to build strong, long-term relationships, supporting them with strategic cashflow planning and ongoing financial guidance. You will develop the skills to understand client needs and recommend appropriate products and services to help them achieve their financial goals.

We offer a fantastic company culture with modern offices, annual company events, and a collaborative working environment that places a strong emphasis on professional development and employee wellbeing. This is an exciting opportunity to join a firm that is growing rapidly and making a genuine impact within the financial services sector.

About Us

At Insight, financial planning is about long-term relationships and helping our clients feel confident about their financial future.

Many of our clients have been with us for a long time and we support them through every stage of life - building wealth, planning for retirement, and financial planning for the next generation.

We are proud of the culture we have built here - professional, collaborative, and focused on doing the right thing for our clients. Our staff are encouraged to build lasting relationships, deliver thoughtful and knowledgeable advice, and act with professional integrity.

About You

We're looking for Diploma-qualified Financial Advisers (Level 4 minimum) with a strong understanding of UK financial planning, including pensions, investments, taxation, and wider financial products.

You’ll have excellent communication and relationship-building skills, with the ability to explain complex financial matters in a clear and engaging way. A strong analytical approach, high attention to detail, and the ability to assess suitability, risk, and client objectives are essential.

Above all, you’ll be passionate about delivering ethical, client-focused advice and committed to helping clients achieve their long-term financial goals.