I did a summer internship with the Financial Planning team at Buzzacott during my final year of uni, where I was studying Geography and Economics. It’s been a change from uni life but I’ve adapted quickly and the internship meant I knew the majority of the team so it’s been a smooth transition.
Working within the Financial Planning team gives me a wide exposure to many areas of finance and many financial products, as we assess a client’s situation and help them put a financial plan in place to achieve their life objectives. The work I am involved with includes investment management projects, as well as researching and writing a vast array of client reports including cash flow planning and investment recommendations.
The firm puts a big impetus on graduates and training and my role is quite varied, so I get to see the progression of work for each client and feel like I contribute to the whole process which is rewarding. I also get to work with everyone in my team who are relatively young and sociable, meaning there is always lots going on.
As a trainee, balancing work and study is key and the rewards and consistent support keep me motivated. I feel appreciated and the support we receive places lots of emphasis on helping us develop. There is a clear pathway set by the grads before you, meaning that I know the type of work I have ahead of me, and the qualifications that are possible. It is clearly communicated to us what the hard work we’re putting in is going to help us achieve.