Private Client Advice Internship

Fisher Investments Uk

London, United Kingdom
Not specified; benefits: 28 days annual leave + 8 ...
On-site
Strong oral and written articulation skills
Ability to collaborate well within a team
Highly reliable and accurate work habits
The role involves liaising with external parties to gather information on prospective clients' current investments

Job Summary

  • The role involves liaising with external parties to gather information on prospective clients' current investments.
  • Interns will assist in formulating elevations for senior management and running cash flow simulations for proposals.
  • The company offers comprehensive benefits including 100% paid premiums for medical plans and a 9% company pension contribution.

Matching Summary

The role involves liaising with external parties to gather information on prospective clients' current investments.

Salary

Not specified; Benefits: 28 days annual leave plus 8 paid holidays; Pension: 9% company contribution plus up to 5% match

Skills & Requirements

Must-have

  • Strong oral and written articulation skills
  • Ability to collaborate well within a team
  • Highly reliable and accurate work habits

Nice-to-have

  • Keen interest in the financial services industry
  • Will-do attitude and driven mindset
  • Efficient and coordinated approach to tasks

Key Requirements

  • Strong communication skills
  • Team collaboration ability
  • Reliability and accuracy

Work Rights

Not specified

Tailored Resume

Cover Letter