Inspira Wealth - Summer Intern

Website: https://www.inspirawealth.com/

Office: 14 Hanover Square, West End, England W1S 1HN, GB

Format: Onsite/hybrid; compensated

Company Overview

Inspira Wealth is a financial planning firm that offers personalized financial advice to individuals and businesses with industry-leading views and insights on investment, technology and lifestyle trends which are shaping the future. We are seeking a highly motivated Intern to join our team and assist with the day-to-day operations of the company.

Job Overview:

As an Intern, you will work closely with our team of financial planning operations professionals to gain hands-on experience in office administration, filing, supporting associates and following up on Inspira Wealth Management cases. You will have the opportunity to work on real-world projects and gain valuable insights into the world of financial planning operations.

Key Responsibilities:

· Perform comprehensive company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients

· Help with the organization and management of project data and documentation

· Assist with the filing and organization of client data and documents

· Provide support to associates and advisors with administrative tasks

· Follow up on cases and communicate with clients as needed

· Assist in the preparation of client reports and presentations