Investment Advice Trainee
1 day ago
We are looking for a highly motivated and organized individual to join our team as a Finance Intern. As a Finance Intern, you will be responsible for supporting our Private Client Directors with administrative tasks, dealing with requests from various departments, and preparing materials for inclusion within client proposals.
You will also be involved in liaising with external parties to gather information on prospective clients' current investments, preparing resources for prospective client meetings, and producing reports of prospective clients' current investments with outside providers.
Key Skills and Qualifications- Strong oral and written articulation skills
- Ability to collaborate well within a team
- Will-do attitude, responsibility, accountability, and drive
- Efficiency and coordination
- High reliability and accuracy
- Keen interest in the financial services industry
We offer a range of benefits and perks, including 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents for eligible employees (employees who have a contract for 2 months or longer).
We also offer 28 days annual leave (pro rata), with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays. Additionally, we have an enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees (employees who have been with the firm for 42 weeks or longer).
Our benefits package also includes a retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions for eligible employees (employees who have a contract for 2 months or longer).
Estimated Salary: £38,750 - £48,750 per annum-
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