Support operational and administrative processes that enable a smooth client journey
Help prepare client materials and support the Customer Relationship team
Shadow Financial Planners and observe parts of the client advice process
Work with digital tools, workflows, and financial planning systems to understand how ii advice delivers advice at scale

To be eligible to work in the UK
To be over 18 years old as of 1st September 2026
To be a 2nd year student in a full-time undergraduate degree with an industry placement year, in a subject relevant to this role
To have achieved a minimum of 104 UCAS points at A-level (grades BCC) or an equivalent (e.g., BTEC DMM) qualification
Maths and English GCSE (or equivalent) grades A* to C (new grades 9 to 4)

Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
Life Assurance and Group Income Protection
Private Medical Insurance – Provided by Bupa
25 Days Annual Leave, plus bank holidays
Staff Discounts on our investment products
Personal & Well-being Fund – Supporting your physical and mental wellness
Retail Discounts – Savings at a wide range of high street and online retailers
Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle

Financial Planning Intern

Key skills