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Private Client Advice Internship

🚀 Off-cycle Internship


AI generated summary

  • You must have strong communication skills, be a team player with a positive attitude, be efficient and reliable, and demonstrate a keen interest in finance.
  • You will assist in gathering client information, preparing reports, running simulations, and coordinating with external parties to provide tailored investment advice.

Off-cycle Internship

Banking & FinanceLondon


  • As an Intern you will be involved in helping balance team workflow generated by our Private Client Directors along with helping members of the team with administrative tasks, assisting in dealing with requests from various departments and preparing materials for inclusion within client proposals. This is a fantastic opportunity for anyone looking to start a career in financial services and will give interns an in-depth understanding of the industry and of a firm that is expanding rapidly.


  • Strong oral and written articulation skills
  • Ability to collaborate well within a team
  • Have a will-do attitude, be responsible, accountable and driven
  • Be efficient and coordinated
  • Highly reliable and accurate
  • A keen interest in the financial services industry

Education requirements

Open to All Students

Area of Responsibilities

Banking & Finance


  • Liaise with external parties to gather information on prospective clients’ current investments
  • Prepare resources for prospective client meetings
  • Produce reports of prospective clients’ current investments with outside providers
  • Help review client profiles, identify cash flow requirements, current assets and potential account structures based on funding sources
  • Prepare and send resources to current clients
  • Assist in formulating elevations for senior management
  • Run cash flow and portfolio simulations for inclusion in the proposals
  • Contact losing providers for plan information


Work type

Full time

Work mode





  • 100% paid premiums for our top-tier supplemental medical, dental, and annual health screening plans for employees and their qualified dependents for eligible employees (employees who have a contract for 2 months or longer)
  • 28 days annual leave (pro rata), with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
  • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees (employees who have been with the firm for 42 weeks or longer).
  • A retirement pension plan, featuring a 9% company pension contribution of base pay with an additional company match up to 5% of base pay on personal contributions for eligible employees (employees who have a contract for 2 months or longer)
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events