At a Glance
- Tasks: Support client queries and assist in managing the sales cycle across financial products.
- Company: Wealthmax Financial Advisers Ltd, a leading financial advisory firm in the UK.
- Benefits: Gain hands-on experience, networking opportunities, and potential for a paid role after 3 months.
- Other info: Structured internship with progression opportunities and exposure to live client interactions.
- Why this job: Kickstart your career in financial services with real-world skills and mentorship.
- Qualifications: Currently studying at university with strong communication skills and a curious mindset.
The predicted salary is between 18000 - 25000 £ per year.
Wealthmax Financial Advisers Ltd is a leading financial advisory firm specialising in pensions, investments, insurance, and mortgages. We are directly authorised and regulated by the Financial Conduct Authority (FCA), delivering tailored financial solutions to clients across the UK.
We are currently seeking ambitious and motivated Sales & Marketing Interns to join our growing team. This role offers hands-on exposure across multiple financial service domains, including:
- Pensions
- Protection
- Investments
- Mortgages
- Commercial Loans
- Wills & Estate Planning
This role begins with a 3-month unpaid internship, during which you'll receive full training, support to achieve your required qualification, paving the way for a Mortgage, Protection or Pension/Investment Adviser and future progression within our firm. You will gain practical experience while supporting client engagement and learning how financial advisory businesses operate in the UK.
Why Join Our Internship Programme?
- Structured 12-week internship designed to build real-world business and communication skills
- Progression opportunity: Potential conversion into a paid role upon successful completion of the first 3 months
- Exposure to live client interactions and financial products
- Opportunities for professional development, networking, and team-building events
- Final presentation to senior leadership, showcasing your learning and contributions
- A strong pathway into a long-term career in financial services
Key Responsibilities
- Support and learn to manage existing client queries across financial products
- Assist in managing the full sales cycle from prospecting to closing
- Build and maintain strong relationships with clients to encourage repeat engagement
- Participate in client meetings (phone, video, and face-to-face)
- Attend and support events, campaigns, and marketing initiatives
- Collaborate closely with the marketing team to increase brand awareness
- Contribute to lead generation and business growth strategies
Skills, Experience & Requirements
- Currently studying at university or holding a Post Study Work (PSW) visa
- Interest in pursuing a career in sales or financial services
- Strong communication skills (both verbal and written)
- Self-motivated, target-driven, and ambitious
- Curious mindset with a willingness to learn and ask questions
- Ability to work effectively both independently and within a team
- Basic sales or customer-facing experience (preferred but not essential)
What We’re Looking For
We’re not just looking for interns; we’re looking for future advisers and leaders. If you’re driven, curious, and ready to build a career in financial services, this is your opportunity to get started.
Sales and Marketing Intern Financial Services in Brentford employer: Wealthmax Financial Advisers Limited
Wealthmax Financial Advisers Ltd is an exceptional employer, offering a structured internship programme that equips you with essential skills and hands-on experience in the financial services sector. With a strong focus on professional development, networking opportunities, and potential career progression into paid roles, you'll be supported every step of the way in a collaborative and dynamic work environment. Join us to kickstart your journey towards becoming a future adviser and leader in the industry.
Contact Details:
Wealthmax Financial Advisers Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Sales and Marketing Intern Financial Services in Brentford
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry on LinkedIn or at events. A friendly chat can lead to opportunities you might not find on job boards.
✨Tip Number 2
Prepare for interviews by researching Wealthmax Financial Advisers Ltd. Understand their services and values. This will help you tailor your answers and show you're genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain why you're the perfect fit for the Sales & Marketing Intern role. Highlight your skills, enthusiasm, and how you can contribute to the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team at Wealthmax.
We think you need these skills to ace Sales and Marketing Intern Financial Services in Brentford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Sales and Marketing Intern role. Highlight any relevant coursework, projects, or part-time jobs that showcase your communication skills and interest in financial services.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the internship and explain why you’re a great fit for Wealthmax Financial Advisers. Be sure to mention specific aspects of the role that excite you.
Showcase Your Curiosity:We love candidates who are eager to learn! In your application, share examples of how you've pursued knowledge in sales or financial services. This could be through coursework, personal projects, or even just reading up on industry trends.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you one step closer to joining our team!
How to prepare for a job interview at Wealthmax Financial Advisers Limited
✨Know Your Financial Services
Before the interview, brush up on your knowledge of financial services, especially pensions, investments, and mortgages. Familiarise yourself with Wealthmax Financial Advisers Ltd's offerings and think about how you can contribute to their mission.
✨Showcase Your Communication Skills
Since strong communication is key in this role, practice articulating your thoughts clearly. Prepare examples from your past experiences where you've successfully communicated with clients or worked in a team setting.
✨Demonstrate Your Curiosity
During the interview, ask insightful questions about the company and the role. This shows your genuine interest in the position and your eagerness to learn, which is exactly what they’re looking for in future advisers.
✨Prepare for Client Interaction Scenarios
Think about how you would handle client queries or support sales cycles. Be ready to discuss hypothetical situations and how you would approach them, showcasing your problem-solving skills and customer focus.
