Undergraduate Summer Internship - Bristol London, England
Job description
Fantastic opportunity for a summer internship - must be able to work 3mths.
Opportunity
Do you want to build connections for when you graduate? Potentially move to a graduate job?
We're a growing company and we've fallen behind on our systems admin. We need smart people to come in and support us with accurate administration. This job itself is not graduate level, but you will learn our back end systems and atomos likes to re-engage talented people when they graduate into different roles, including to become our next generation of revenue generators, working in our tech team, or paraplanning.
About the role
Working in our fabulous Bristol team you will support with data entry, client booking, general client administration, and build up knowledge of our backend systems. You must be comfortable with Excel and using our bespoke systems. Full training given.
Accountabilities
- Preparing pre client meeting packs and policy valuation summaries for our Wealth Planners.
- Printing and posting reports to clients after the meeting.
- Data entry for clients (e.g. updating changes to address details).
- Data maintenance aligned to policy valuations.
- Speak with providers on the phone to chase information and progress cases.
- Support our Letter of Authority (requests for policy information) process – ensuring the correct authorisations have been given.
- Book client appointments to support our Wealth Planners in their schedules.
Skills and Experience
- Full training given, primarily we require someone keen to learn, with confident excel skills, a can-do attitude, who wants to open up potential career opportunities.
- Strong attention to detail is a must – our clients expect the best!
- Must be computer literate as you'll need to be able to learn our systems.
- Intermediate Excel (V:Lookup; Pivot Tables).
- If you’ve worked in a professional office based environment before, flag that on your CV.
- If you've had a part-time admin job, that's also useful to know.
Benefits
- £250 retention payment after 3mths.
- Pension - 6% employer and 3% employee
- Pro-rata 25 days holiday plus your birthday plus bank holidays
- Private medical insurance
- 4 x Life Assurance
- Group income protection
- Working anywhere for up to 4 weeks
The above is a guide and not exhaustive. We work in an agile way and you might be involved in lots of different tasks or projects whilst working for us.
