Position Code: LDNFN03
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
- 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.
Interest in financial services is preferable, Good interpersonal skills.