Financial Services Administrator 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

Check minimum wage rates (opens in new tab)

Salary review at 6 months or earlier, depending on performance.

Training course

Financial services administrator (level 3)

Hours

Monday to Friday Shifts to be confirmed

37 hours 30 minutes a week

Start date

Friday 30 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 Advisers and Paraplanners
Handle incoming calls, emails, and other correspondence from providers and clients professionally
Develop working understanding of Provider and in house systems
Process transactions and trade requests across our preferred platforms
Build knowledge of products and providers
Process new business from the adviser team
Creating client portfolio valuations

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

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Your training plan

The successful candidate will complete a financial admin 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.

Company benefits

25 days annual leave 4 x Death in Service WPA Health Plan

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

Ask a question

The contact for this apprenticeship is: