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- Tasks: Join our 8-week paid internship to learn about investment consulting and client relationships.
- Company: First Actuarial, a growing pensions consultancy with a supportive culture.
- Benefits: Gain valuable experience, mentorship, and a competitive salary during your internship.
- Why this job: Make a real impact in the pensions sector while developing your skills and network.
- Qualifications: Penultimate year students with strong academics and numerical skills are encouraged to apply.
- Other info: Opportunities available in Leeds and Tonbridge; apply early as positions may fill quickly.
The predicted salary is between 500 - 1500 ÂŁ per month.
First Actuarial has been around since 2004, when a small group of like-minded actuaries came together to bring fresh thinking to pensions consultancy. More than two decades later, our strong growth path has continued year on year, and we now employ over 500 people across seven locations. First Actuarial is now a Gallagher company and we’re excited about our joint prospects. We shape our high-quality services by listening closely to our clients’ needs. And we price those services fairly. As we develop our business, opportunities for our people grow. Our Basingstoke, Birmingham, Leeds, Manchester, Peterborough, Tonbridge, and London offices provide supportive work environments where everyone can make a difference. We enjoy work and celebrate our successes. And we provide support and helpful feedback, so we all learn and improve. We love numbers, but we love people more. Staff wellbeing and work-life balance have always been core values. Beyond the firm, we’re known for our integrity. We’re happy to challenge conventional thinking and speak up. Our pioneering work is set to transform the lives of millions of younger people with a new type of pension.
Internship Programme
We run an 8-week paid summer internship programme that offers great training and work experience allowing you to get a good understanding of the role of an Investment Consultant. You will learn how our firm operates and get to meet colleagues from across the firm, including our Associate Partners and Partners. You will have a dedicated learning buddy to support your internship. For 2026, we have investment internship openings in our Leeds and Tonbridge offices.
What do investment consultants do?
Investment consultants use numeracy skills and financial market knowledge to help clients with their investment decisions; designing suitable investment portfolios that balance returns with the risks that individual clients can afford to run. As the majority of our clients are pension scheme trustees, the service we offer and advice we give takes into account the need to balance the investment strategy with the pension scheme liabilities.
What will I be doing on a day-to-day basis?
Although it sounds like a cliché, no two days will be the same. As an investment intern, you’ll be working with a range of clients. Initially, you’ll be involved in our excellent investment research and performance reporting as well as producing bespoke client advice and carrying out investment modelling. You’ll learn about managing client relationships, attending client meetings and get to grips with how we present and discuss our advice firsthand. You will also work on your own strategy review project and present the results to colleagues. This is a fantastic opportunity to put into practice what you are learning in the internship and consider the merits of different approaches to investment strategy.
“It’s been an incredibly rewarding experience and I’ve gained a real insight into what it means to be an investment consultant – from advising pension scheme trustees on long‑term investment strategy to diving into the operational side of implementation and monitoring. I’ve come away with a much deeper understanding of both the technical and relational aspects of the role and a real appreciation for the scale and impact of the pensions sector.” Baitao Chen, Investment Team Summer Intern 2025
Who are we looking for?
We’re looking for individuals in their penultimate year of study, team players with strong academic performance and an ability to deliver high-quality work. You should have at least a predicted 2:1 undergraduate degree in any discipline and at least one numerical based A-level with a grade B or above, as well as the following skills:
- Communication – A flair for communication, able to express complicated ideas clearly and to evolve your communication style as you get to know clients.
- Strength of character – A can-do approach to problem‑solving, and relationship‑building skills with colleagues and clients.
- Self‑discipline – Determination and motivation to combine full‑time work and study.
- Problem solving – An agile mind able to consider challenges from different angles.
- Technical and analytical skills – An ability to understand complex concepts and critically analyse data to draw out conclusions.
Next steps
Press APPLY to complete the application process, which will require you to upload your CV and a covering letter. During the selection process you may be asked to attend interviews (virtual or in‑person) and complete some aptitude skills test. Should you require information in a different format, have other accessibility or reasonable adjustment requirements, or if you have any problems not listed on this page, please contact HRHelpdesk@firstactuarial.co.uk. Please note that these roles can’t be offered as fully remote positions and we can’t provide any Visa sponsorship at this time; therefore, we unfortunately can’t consider applicants on Student, Dependant or Graduate visas. We are recruiting on a rolling basis and encourage early applications. This opening may be closed early should the position be filled.
Investment Internship Opportunities 2026 employer: First Actuarial
Contact Detail:
First Actuarial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Internship Opportunities 2026
✨Tip Number 1
Network like a pro! Reach out to current or past interns and employees on LinkedIn. Ask them about their experiences and any tips they might have for the interview process. This insider info can give you a real edge.
✨Tip Number 2
Prepare for your interviews by practising common questions related to investment consultancy. Think about how your skills align with what First Actuarial is looking for. We want to see your passion for numbers and people!
✨Tip Number 3
Showcase your problem-solving skills during interviews. Be ready to discuss specific examples where you've tackled challenges, especially in team settings. Remember, they love a can-do attitude!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at First Actuarial.
We think you need these skills to ace Investment Internship Opportunities 2026
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the investment consultant role. Highlight any relevant coursework, projects, or internships that showcase your numeracy and analytical skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for the role and the company. Mention why you’re excited about the opportunity at First Actuarial and how you can contribute to their mission.
Showcase Your Communication Skills: Since communication is key in this role, make sure your application materials are clear and concise. Use straightforward language and structure your documents well to demonstrate your ability to convey complex ideas simply.
Apply Early!: We’re recruiting on a rolling basis, so don’t wait until the last minute to submit your application. Get your CV and cover letter in early through our website to increase your chances of landing an interview!
How to prepare for a job interview at First Actuarial
✨Know Your Numbers
Brush up on your numeracy skills and financial market knowledge. Be prepared to discuss how you would approach investment decisions and portfolio design, as this is crucial for the role of an Investment Consultant.
✨Showcase Your Communication Skills
Practice articulating complex ideas clearly. During the interview, demonstrate your ability to adapt your communication style based on the audience, especially when discussing investment strategies with potential clients.
✨Demonstrate Problem-Solving Abilities
Be ready to tackle hypothetical scenarios that test your problem-solving skills. Think about how you would approach challenges from different angles, and share examples from your studies or previous experiences.
✨Engage with the Company Culture
Familiarise yourself with First Actuarial's values, such as integrity and a focus on people. Show enthusiasm for their supportive work environment and commitment to staff wellbeing during your interview.