Summer internship

Our 2022 summer internship programme is a paid opportunity that offers students and anyone considering a career change an insight into the financial planning and wealth management sector with a multi-award-winning company.

We’re a trailblazing model of excellence within our sector, with a clutch of awards and Chartered Financial Planners status to prove it. We provide our clients with a fresh approach to financial wellbeing.

Be Inspired. Be Confident. Be Free.

We are looking for someone with an entrepreneurial spirit, someone who wants to learn about financial planning, and someone with ambition and drive.

We believe great financial planning can change your life. We exist to help our clients live happy lives, filled with purpose. We want to work with people who share our vision.

We are a Certified B Corp, a business for good that balances making a profit with the highest levels of customer service, looking after our team and the environment and having a positive impact in our community.

What is the role?

As a summer intern, you will experience first-hand the three core areas of our client service; lifestyle financial planning, wealth management and financial coaching. You will learn how we advise individuals with ranging circumstances, goals and responsibilities.

The programme starts with an induction, where you’ll learn about First Wealth, meet your fellow colleagues and speak with past successful summer interns and other members of the team. Throughout your nine-week internship, you will be involved with our day-to-day work, and also take part in a business project. This will give you the chance to complete research and suggest recommendations to support our objectives.

For the duration of the internship, you will be paired with a ‘buddy’ and a line manager, who will provide you with guidance and support.

The successful applicant will be hard-working, self-motivated and an individual with a positive approach to work and genuine interest in learning more about financial planning at First Wealth and the future opportunities that are available.

Start date: Monday 27th June 2022

Duration: 9 weeks

How do I apply?

To apply for our internship programme, we would like you to submit a short video telling us a little about yourself. In your video you should answer the following questions:

1) Tell us something interesting about you beyond what you study and your work experience

2) From looking at our website, social media, and blogs, what attracts you to First Wealth and this opportunity?

3) If you could make one change/suggestion to our business from what you have seen so far, what would it be?

The video must be no longer than 3 minutes and can be recorded on any phone or laptop; save the file as your full name, along with a copy of your CV. The maximum combined file size you can upload is 500mb. You must upload these as two separate files.

The deadline for applications to be submitted is 9am Monday 31st January 2022. We will be in contact by 11th February to let you know if you have been successful in making it through the initial stage. The next phase will be an interview, and these will be held in February. Good Luck!

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