The Regional Junior Sales Associate (JA) will provide support and assistance to the Regional Sales Associate team throughout the year, particularly during high volume periods. The JA will be responsible for helping members of the team with administrative tasks and help deal with requests from our Private Clients Directors. The JA role will typically run for a 3 month period, dependent on business need and it is an onsite role in our office in Canary Wharf. The Opportunity: Through hands-on experience, training and mentorship, your personal development in the role is exponential. Surrounded by professionals, you will grow your support skills, build relationships within the firm and earn an opportunity to create your own career path. The Junior Associate position is both a rewarding and challenging role. Individuals who typically succeed in this role have the will to work, excel in merit-based environments and have. No experience is needed, so if you feel you might have what it takes-let us know! The Day-to-Day: Assist RSAs in working with external parties to gather information on prospective clients'' current investments Prepare resources for prospective client meetings Use Morningstar software to produce reports of prospective clients'' current investments with outside providers Help review client profiles, looking at cash flow requirements, current assets and potential account structures and funding sources Prepare and send resources to current clients Your Qual