Position Code: LDNFN03
Organisation Description:
The business an established Independent Financial Advisers based in the City of London that takes a holistic approach to financial planning and business support. They offer a contemporary, forward thinking service to both personal and corporate clients, providing them with intuitive and transparent solutions. The company offers comprehensive advice on all financial areas, including but not limited to: Pensions and Retirement Planning Mortgages and Lending Personal and Corporate Investment Protection and General Insurances Business Planning Personal Finances Inheritance Tax Planning
Role: Financial Advisor Internship
Internship Description:
Possible tasks and projects include:
• Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress reports.
• CRM System updates – including uploading and updating information into our system.
• General office administration/ assisting the administration team with Project work
• Data management.
N.B. tasks and projects may vary depending on current priorities. Specific projects and responsibilities will be discussed during an interview.
Internship Requirements:
Interest in financial services is preferable, Good interpersonal skills.
Don’t exactly match these requirements? If you have the enthusiasm and want to learn – then speak to Pagoda about this position and we’ll see what is possible!
