Closing Date:

17 August, 2026

Expected Duration:

1 Year 6 Months

Apprenticeship Level:

Advanced

Number of Positions:

1

Hours per week:

40

Wage Information:

£21,500 a year

Employer's Website:

Address:

Leodis House 11 Pavilion Business Park

Royds Hall Road

Leeds

LS12 6AJ

Description

Providing administrative support to advisers and clients.

Training Description:
Full Description:
  • 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
Outcome Description:

Financial Services Admin Level 3.

Description of Working Week:

Monday – Friday. Shifts TBC.

Skills Required:
  • Communication skills
  • IT skills
  • Attention to detail
Qualifications Required:
  • GCSE English 4-9 Essential
  • GCSE Maths 4-9 Essential
Things To Consider:
Employer Description:

Based in Leeds, West Yorkshire, our Amber River Leodis Wealth team specialises in portfolio management, tax planning and financial planning for individuals.