Financial Planning Administrator Apprentice
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Company: Amber River Leodis Wealth
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Location: Leeds, LS12 6AJ
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Type: Apprenticeship
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Salary: £21,500.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000043369
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Application Deadline Date: 17/08/2026
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Start Date: 18/08/2026
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Positions Available: 1
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Working Week: Monday - Friday. Shifts TBC.
Brief Description
Providing administrative support to advisers and clients.
Future Prospects
Financial Services Admin Level 3.
Vacancy Detail
- 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