An opportunity to gain some valuable insights and work experience at one of the largest Principal Partner practices of the St James’ Place network. We are looking for ambitious and driven candidates.
Morrinson Wealth is committed to operating in line with the principles of a responsible business for its clients, people and relationships with the wider industry partners. We are delighted to be accredited by the Good Business Charter demonstrating the 10 areas of responsible business for a fairer, ethical and positive culture.
The purpose at Morrinson Wealth is to ensure people are empowered to realise their aspirations, and to foster a collaborative and inclusive culture. We aim to be an equal opportunities employer and we are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.
We are committed to hosting three summer interns from 17th June – 29th July 2024 to work across the Operations Function with a focus on Strategic Projects. The internship will provide first-hand experience of working with C-suite executives and impacting the productivity within the business. The internship offers direct access to understanding commercial acumen and its influences on the financial services industry.
Deadline for applications is 30th November 2023. Please note that once we hit 100 applications we will close the ad ahead of the deadline.
First stage interviews will take place from week commencing 29th January 2024.
Second stage interviews/group assessment day will take place from week commencing 12th February 2024.
Please ensure you will be available to attend any interviews during the dates specified.
OVERALL JOB PURPOSE
Strategic Projects
The Intern will support the COO with a focus on Strategic Projects & Innovation focusing on the design and delivery of key initiatives across the business. The Intern will develop core Consulting skills – identifying opportunities to drive the company’s objectives, conduct analysis, implement solutions that enhance efficiency across the business, and communicate change.
Supporting the COO across key pillars: People & Culture, Operations & Efficiency, and Technology & Data.
Conducting reviews of existing processes across the business and developing proposals to address challenges identified.
Mapping key business processes, attending workshops and documenting stakeholder interviews to inform operating model changes.
Developing clear and articulate communications and material – e.g. Company Handbook, Learning & Development material, etc.
Leading on specific aspects of overall project plans from conception to delivery – including reviewing reporting, developing automation solutions and embedding Analytics.
ADDITIONAL DUTIES
Developing relevant KPIs and running regular reports to support with monitoring the impact of specific initiatives and change.
Running data analysis, benchmarking and report development to support decision making.
Running market research to support business development initiatives.
Supporting with embedding key changes across the business.
Supporting with administrative tasks across the Practice.
PERSON SPECIFICATION
Demonstrated interest or experience of working within a financial services sector
Experience of building rapport and interacting with clients effectively
A driven individual with a focus on client service and leading a high-performance culture
Adaptable to change management plans and advocate business initiatives
Highly skilled and organised to manage multiple case management progress channels
Strong numerical ability and ability to analyse financial data and performance metrics
Confidence and ability to influence senior stakeholders
Ability to work autonomously as well as follow directions from managers
IT technically proficient including Office 365
Committed to advocating and encouraging an inclusive and diverse team culture.
Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
CORE VALUES
At Morrinson Wealth we strive to encourage an environment that embodies our core values in all interactions we have with our colleagues and clients. By creating a culture of respect, trust and mutual appreciation we feel proud to be able to enjoy working with welcoming, friendly and collaborative teams.
Morrinson Wealth is a thriving wealth management practice in the City of London. We understand that few people have the time, nor the resource to manage their financial affairs efficiently themselves. Our core philosophy is to place clients at the centre of everything we do.
In a partnership for life, we’ll give you the peace of mind knowing that we will be there for you every step of the way, looking after your financial journey together. So you’ll be empowered to do whatever you want, when you want – from buying a new home or planning a dream holiday, to paying school fees or retiring early.
We’ll do this by understanding the unique results you want, when you want them and how you want to get there. We’ll then aim to grow your investments simply and effectively to work towards achieving those goals.
Morrinson Wealth offers its clients the following proposition: • A personal, face to face and highly professional advisory experience • Understanding your specific financial objectives • Implementing a process that enables you to review financial affairs as often as you wish • Keeping you informed of the latest news and any changes that might affect your personal situation • Ensuring all correspondence and literature is clear, easy to understand and relevant. We can also help with the following areas: • Building & preserving wealth • Financial protection against risk • Managing cash & borrowing.
The value of your investment can go down as well as up. You could get back less than you invested.
Morrinson Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.The title ‘Partner Practice’ is a marketing term used to describe St. James’s Place representatives. SJP Approved 20/04/22.
