Financial Planning Administrator Apprentice
Amber River Leodis Wealth, New Wortley, Leeds
Financial Planning Administrator Apprentice
£21,500 a year
Amber River Leodis Wealth, New Wortley, Leeds
- Full time
- Permanent
- Apprenticeship programme
Posted 1 week ago, 18 Jul | Get your application in now before you're too late!
Closing date: 17-08-2026 (In 23 days)
Job ref: None
Location ref: New Wortley, Leeds
Full Job Description
Introduction
Providing administrative support to advisers and clients.
About the Employer
Based in Leeds, West Yorkshire, our Amber River Leodis Wealth team specialises in portfolio management, tax planning and financial planning for individuals.
What You'll Do
- Supporting Advisers, and Paraplanners in service delivery
- Dealing with client queries and providing a friendly and professional point of contact
- Accurate real time use of back-office system and a range of planning support tools
- Preparing documentation for meetings
- Processing new business from the adviser team
- Processing transactions and trade requests across our preferred platforms
- Creating client portfolio valuations
- Creating annual review packs for the financial planners
- Consulting with providers, paraplanners and financial planners
Training Outcome
Financial Services Admin Level 3.
Skills Required
- Communication skills
- IT skills
- Attention to detail
Qualifications
- Essential - GCSE - English - 4-9
- Essential - GCSE - Maths - 4-9
Course Information
Course: Financial services administrator (level 3)
Level: 3
Route: Legal, finance and accounting
Apprenticeship Level: Advanced
Working Arrangements
Working Week: Monday - Friday. Shifts TBC.
Expected Duration: 1 Year 6 Months
Training Provider: METAGEDU APPRENTICESHIPS LTD