Intern (Business Development) - Morag Finserv

Must Have

• 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

• Strong 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