Intern – Advice Support

Job description – Intern – Advice Support

Advice Lab is excited to open applications for our Intern – Advice Support position in Colombo. We are looking for energetic undergraduates or fresh graduates to join our mission of streamlining financial operations for advisers globally. This role offers a unique entry point into the world of international financial planning, where you will gain firsthand exposure to how a modern practice functions within a vibrant, employee-driven culture.

Hands-On Learning Opportunities During Your Advice Support Internship

• Support financial planners with meeting preparation, data collection, and client inquiries.

• Maintain strong client relationships through excellent service and communication.

• Assist with compliance by staying informed on financial regulations.

• Manage administrative tasks, including scheduling, calendar coordination, and reporting.

• Organize and maintain accurate, confidential financial records and documents.

Candidate Profile

• Degree in Finance/ Business Management/ Banking/ Insurance/ International Business

• Professional qualification related to CIMA or ACCA (preferable)

• Fresh graduates and undergraduates in relevant fields

• Strong written and verbal communication skills in English

• Team player

As an Advice Support Intern, you will bridge the gap between financial theory and professional practice by assisting advisers with critical client communications and document preparation. This is more than just a support role; it is a dedicated learning journey featuring an in-depth training program and an internal leadership initiative designed to equip you with industry-relevant skills. If you are a team player with a background in finance or business, this is your opportunity to build a foundation for a successful career in financial services.

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