Position Code: LDNFN03

Company Introduction:

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:

  • 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.