Yorkshire wealth management firm takes on Bradford University student as intern

Yorkshire-based wealth management firm, Pearson Jones, has selected Bradford student, Sophie Lee for its annual summer internship programme following a “speed networking” event.

The firm – with local offices in Leeds, Sheffield and York, as well as Bishop Auckland and Reading – chose Sophie (a former pupil at Bradford’s Thornton Grammar School) from a number of first year students studying the BSc degree in Financial Planning at the Bradford University School of Management.

The course – created by the university in conjunction with the Yorkshire Independent Financial Advisers Forum and the Chartered Insurance Institute (CII) – is a four-year degree programme which includes both short-term internships and year-long industry placements with businesses operating in the financial sector.

The speed networking event, held at the university and co-organised with the CII, is an opportunity for current students and financial planning firms from around the UK to meet and arrange the next phase of work placement schemes.

This marks the third year Pearson Jones has been involved in the internship and industry placement initiatives.

Kath McKenna, operations manager and Chartered financial planner at the firm, said:

Sophie stood out on the day as an intelligent and self-motivated person who was clearly very interested in the role we’re offering, and the type of work it will involve.

What she will get is experience of working in a wealth management firm along with getting ‘hands-on’ and being able to discuss the activities with advisers and para-planners, which should help Sophie understand whether this is the career for her. Our firm believes in growing and developing its own talent and with the changes taking place in the industry, it’s important that we have a plan to create the financial planners of the future.


Firms taking on students from the university’s financial planning degree course can also benefit from the exemptions graduates obtain from particular units in the professional qualifications required for advisers to practice.

Elaine Dean, business co-ordinator at Bradford University School of Management, said:

The internship and industry placement programme gives our students both experience, skills and increased employability for when they finish the course. In turn, the firms providing the workplace opportunities get the chance to see the students at work ahead of potentially offering them a full-time job at graduation.”


Caspar Bartington, relationship manager – education at the CII, said

The speed networking we organise alongside the university, and the internships with firms, are essential for the financial planning sector to nurture new talent in an industry that has undergone seismic change and requires a fresh intake of well-qualified professionals to ensure the public continues to have access to sound financial advice.


Further information on the degree in Financial Planning at Bradford University can be obtained from Elaine Dean by emailing usingourtalent@bradford.ac.uk

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