Morrinson Wealth

Morrinson Wealth is committed to operating in line with the principles of a responsible business for its clients, people and relationships with the wider industry partners. We are delighted to be accredited by the Good Business Charter demonstrating the 10 areas of responsible business for a fairer, ethical and positive culture.

The purpose at Morrinson Wealth is to ensure people are empowered to realise their aspirations, and to foster a collaborative and inclusive culture. We aim to be an equal opportunities employer and we are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

We are committed to hosting three summer interns from **19th June - 28th July 2023** to work across the Operations Function with a focus on Strategic Projects. The internship will provide first-hand experience of working with C-suite executives and impacting the productivity within the business. The internship offers direct access to understanding commercial acumen and its influences on the financial services industry.

First stage interviews will take place from week commencing **6th** March 2023.**

Second stage interviews/group assessment day will take place from week commencing **27**th** March 2023.**

Please ensure you will be available to attend any interviews during the dates specified.

**OVERALL JOB PURPOSE**

**Strategic Projects**

The Intern will support the COO with a focus on Strategic Projects & Innovation focusing on the design and delivery of key initiatives across the business. The Intern will develop core Consulting skills - identifying opportunities to drive the company’s objectives, conduct analysis, implement solutions that enhance efficiency across the business, and communicate change.

Supporting the COO across key pillars: People & Culture, Operations & Efficiency, and Technology & Data.

Conducting reviews of existing processes across the business and developing proposals to address challenges identified.

Mapping key business processes, attending workshops and documenting stakeholder interviews to inform operating model changes.

Developing clear and articulate communications and material - e.g. Company Handbook, Learning & Development material, etc.

Leading on specific aspects of overall project plans from conception to delivery - including reviewing reporting, developing automation solutions and embedding Analytics.

**ADDITIONAL DUTIES**

Developing relevant KPIs and running regular reports to support with monitoring the impact of specific initiatives and change.

Running data analysis, benchmarking and report development to support decision making.

Running market research to support business development initiatives.

Supporting with embedding key changes across the business.

Supporting with administrative tasks across the Practice.

**PERSON SPECIFICATION**
- Demonstrated interest or experience of working within a financial services sector
- Experience of building rapport and interacting with clients effectively
- A driven individual with a focus on client service and leading a high-performance culture
- Adaptable to change management plans and advocate business initiatives
- Highly skilled and organised to manage multiple case management progress channels
- Strong numerical ability and ability to analyse financial data and performance metrics
- Confidence and ability to influence senior stakeholders
- Ability to work autonomously as well as follow directions from managers
- IT technically proficient including Office 365
- Committed to advocating and encouraging an inclusive and diverse team culture.
- Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.

**CORE VALUES**

At Morrinson Wealth we strive to encourage an environment that embodies our core values in all interactions we have with our colleagues and clients. By creating a culture of respect, trust and mutual appreciation we feel proud to be able to enjoy working with welcoming, friendly and collaborative teams.