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Investment Internship roles 2025

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First Actuarial

Oct 3

Applications are closed

  • Internship
    Full-time
    Summer Internship
  • Data
    Banking & Finance
  • Leeds, +3

Requirements

  • We’re looking for individuals in their penultimate year of study, with first-rate numerical skills and a strong academic performance. You should have at least a predicted 2:1 undergraduate degree in any discipline, as well as the following skills:
  • Communication – A flair for communication, able to express complicated ideas clearly and to evolve your communication style as you get to know clients
  • Strength of character – A can-do approach to problem-solving, and relationship-building skills with colleagues and clients.
  • Self-discipline – Determination and motivation to combine full-time work and study
  • Problem solving - An agile mind able to consider challenges from different angles.

Responsibilities

  • You’ll get exposure and will be working with a range of clients – both for-profit and not-for-profit.
  • You’ll learn about managing client relationships, attending client meetings and producing bespoke client advice and reports.

FAQs

What is the duration of the internship programme?

The internship programme lasts for 4-8 weeks.

Where are the investment internship opportunities located?

The investment internship opportunities are located in Basingstoke, Leeds, and Tonbridge offices.

Who can apply for the investment internship?

We are looking for individuals in their penultimate year of study with first-rate numerical skills and a strong academic performance.

What academic qualifications are required for applicants?

Applicants should have at least a predicted 2:1 undergraduate degree in any discipline.

What qualities are we looking for in candidates?

We seek candidates with strong communication skills, self-discipline, problem-solving abilities, and a positive attitude towards relationship building.

Is the internship paid?

Yes, the summer internship programme is a paid opportunity.

Will interns receive support during the internship?

Yes, each intern will have a dedicated learning buddy to support them throughout the internship.

What types of tasks will interns be involved in?

Interns will engage with client relationships, attend meetings, and produce bespoke client advice and reports.

What should candidates submit to apply for the internship?

Candidates should submit their CV and a covering letter as part of the application process.

Are interviews conducted virtually or in-person?

Interviews may be conducted either virtually or in-person during the selection process.

Can international students apply for the internship?

We can only accept applications from candidates who have a permanent right to work in the UK.

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First Actuarial

Helping trustees and employers get the best out of their pension schemes, with industry-leading advice and expertise

Finance
Industry
201-500
Employees
2004
Founded Year

Mission & Purpose

At First Actuarial, we give trustees and employers the right blend of pension advisory services for their needs. We’re all about working with them to help employees to save enough money to retire on. That makes our business a very people-focused one. Everyone at First Actuarial embraces the ethos that clients come first. Our professional integrity runs deep, and that’s why both clients and our talented staff are with us for the long haul. What gives First Actuarial its sticking power? ★ All businesses claim to be different from the rest, but we really are. We work in small teams, offering early opportunities for client-facing activities, not always available in larger companies. We provide supportive and friendly work environments, and our commitment to work-life balance is real. ★ You’ll find no meaningless targets at First Actuarial. Accuracy, compliance and client commitment are what matter to us, over spurious targets and awards. When we say we go the extra mile for our clients, we mean it. We’re always open to new ideas – the services we offer and software tools we develop meet real client needs. ★ Professional development is high on our list of priorities. To fuel our stellar growth, we’re always interested in hearing from talented individuals. At the same time, we are committed to training and developing our own people. Our partners share their knowledge and expertise, working side by side with their teams on a daily basis. All our employees see themselves as ambassadors for First Actuarial, and take individual responsibility for their clients and their work.

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