Investment Assistant Apprentice

Summary

Based in Leeds, West Yorkshire, our Amber River Leodis Wealth team specialises in portfolio management, tax planning and financial planning for individuals. The team provides comprehensive, professional and independent advice to clients, who appreciate the bespoke and first-class service delivered by the experienced, reliable and reputable team.

Wage

£15,000 a year

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Training course

Investment operations technician (level 3)

Hours

Monday to Friday, 9am to 5pm.

35 hours a week

Start date

Thursday 29 May 2025

Duration

1 year 6 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you’ll do at work

Provide administrative support to the investment team
Handle incoming calls, emails, and other correspondence professionally
Develop a working understanding of ARLW third-party systems
Build knowledge of investments and markets
Attend and contribute to investment meetings
Assist with the preparation of reports for internal investment meetings
Assist with the preparation of marketing and presentation material
Assist with the production of quarterly MPS factsheets
Update portfolios as and when required
Update platforms and assist with the onboarding of new funds
Ad-hoc project work as and when required by ARLW

Where you’ll work

Leodis Wealth Ltd, Leodis House, 11 Pavilion Business Park
Leeds
LS12 6AJ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

METAGEDU APPRENTICESHIPS LTD

Your training course

Investment operations technician (level 3)

Equal to A level

Course contents

Service delivery: Capable of performing non- complex tasks to consistently high standards of client service, timeliness, accuracy and attention to detail. For example, ensures the timely preparation and accuracy of computerised cash position, valuation, and client reports; monitors and processes the timely allocation of investment income to client account; Ensures that client instructions relating to increasing or liquidating their investments are communicated and processed promptly. Manages own workload and adheres to agreed systems and processes. Meets required risk, regulatory and governance requirements.
Communication: Demonstrates high quality written and verbal communication skills with both clients and colleagues. Builds and maintains good relationships with clients and counterparties. Handles everyday situations and issues that arise within the context of their job role. Ensures transactions arising from corporate actions are correctly communicated and allocated to client accounts.
Team working & collaboration: Consistently supports colleagues and contributes towards making improvements and efficiencies. Aware of their role within the team, how their team fits within the business, and the impact of team decisions impacts on internal and external clients.
Ownership & Initiative: Takes ownership for delivery in their area of responsibility. Finds ways to progress and resolve non-complex issues, adopting alternative approaches where appropriate. Escalates decisions and issues swiftly when necessary.
Personal development: Participates proactively in planning and recording their development activities; responds positively to feedback from colleagues. Keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.

Your training plan

The successful candidate will complete an Investment Operations Technician Level 3 Apprenticeship standard.

Requirements

Essential qualifications

GCSE or equivalent in:

Maths (grade 4-9)
English (grade 4-9)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Number skills
Attention to detail
Presentation skills
Communication skills
Problem solving skills
Organisation skills
IT skills

Other requirements

£15,000 Starting Salary.

About this company

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

After this apprenticeship

Excellent progression available within the company. The successful applicant will undertake more responsibilities as the apprenticeship develops with a strong view to securing permanent employment on completion.

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