About the role
As a Financial Planning Assistant intern, you will play a vital role in supporting financial planners by assisting in the development and maintenance of financial plans for clients. This internship is an excellent opportunity for recent graduates eager to gain practical experience in financial planning and wealth management.
Your responsibilities will include gathering essential client information, preparing necessary documents, and conducting research on various financial products. This internship will not only allow you to learn from seasoned financial professionals but also enhance your skills in financial planning in a flexible remote setting.
What you'll do
- Assist in developing financial plans
- Gather client information and documentation
- Research financial products and services
- Provide administrative support to financial planners
What you'll need
- Recent graduate in finance or related field
- Strong interest in financial planning
- Excellent communication skills
Skills
Good to have
Benefits
- Hands-on experience in wealth management
- Mentorship from experienced professionals
- Flexible working hours
Interested in this role?
It takes about two minutes. Free to apply — LocoJobs never asks candidates for money.
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