Financial Planning & Investment Internship – Company & Position Description

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Internship Code: SICP43
Internship Location: Bondi Junction, Sydney
Number of Employees: 5

Company Profile

We are a Financial Planning Company offering services in a broad range of financial advice areas including Superannuation, Investment and Insurance.

Our advisers are Authorised Representatives of AXA Financial Planning Ltd, one of Australia’s leading financial advice licensees.

Internship Duties

Interns in our company will perform the following duties:

  • Create client portfolio reviews
  • Liaise with financial institutions to gather information on client portfolio details
  • Create records of advice
  • Make appointments
  • Update client listings
  • Complete application and other forms

Depending on timing interns may have the opportunity to attend training seminars run by AXA.

Depending on timing interns may have the opportunity to attend licensee Professional Development days providing them with an insight into current economic and financial planning issues.

Interested in this internship?

Please have a read about the programme – full details including “How to Apply” are detailed on the Sydney and Melbourne Internships page. Otherwise just click on the Enquire Now button below and fill in your details, a member of the Intern Options team will contact you as soon as possible.

Enquire Now

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