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

1 Amber River Leodis Wealth jobs in England & Wales