Educational requirements: Bachelor
English requirements: Competent English
Requirements for skilled employment experience for years: 1-3 years
Required residence status: None
Accept remote work: unacceptable
Financial Planning/Advisor Intern
Key Responsibilities: Financial planning, portfolio management, tax relief advice, pension and insurance related advice, finance or business background required, no visa restrictions, internships available, retention possible for excellent performance.
Skills Required:
Using industry-specific software like XPlan, conducting due diligence for product and portfolios
Helping prepare portfolio and strategy reviews for clients
Data entry
Client file management, exposure to financial planning, portfolio management
exposure to financial planning, portfolio management, stocks, life insurance
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