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
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.
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!