- Currently enrolled in a bachelor's or master's degree programme
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
What you'll do
- Conduct surveys: reach out to prospective and existing clients to understand their financial needs and priorities, and record their responses accurately.
- Plan goals with Lifeline: map each client's life goals onto a Lifeline plan, so every goal has a clear timeline and target.
- Run financial audits: carry out the Monthly Money Management Audit to identify a client's cash surplus, and complete risk profiling to understand their risk appetite.
- Book appointments for your supervisor: schedule client meetings and follow up, so the supervisor's calendar stays organised and no lead is missed.
Who we're looking for
A dynamic and motivated student, currently pursuing a bachelor's or master's degree, who is keen to learn how business development works in financial services. Additional certifications or degrees are a plus.
Skills that will set you apart
- Solid analytical and problem-solving skills, especially when working through a client's cash surplus and risk appetite
- Excellent communication and interpersonal skills for surveys, client conversations and appointment follow-ups
- Ability to work independently and as part of a team
- Proficiency in Excel, Word and PowerPoint for recording surveys, audits and plans