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Apply to: Financial Services Administrator Apprentice
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Financial Services Administrator Apprentice
Apply From: 04/05/2025
Learning Provider
Delivered by METAGEDU APPRENTICESHIPS LTD
Employer
LEODIS WEALTH LIMITED
Vacancy Description
* Provide administrative support to the Advisers and Paraplanners
* Handle incoming calls, emails, and other correspondence from providers and clients professionally
* Develop understanding of Provider and in-house systems
* Process transactions and trade requests across preferred platforms
* Build knowledge of products and providers
* Process new business from the adviser team
* Create client portfolio valuations
Key Details
Vacancy Title
Financial Services Administrator Apprentice
Employer Description
Based in Leeds, West Yorkshire, our Amber River Leodis Wealth team specialises in portfolio management, tax planning, and financial planning for individuals.
Vacancy Location
Leodis Wealth Ltd, Leodis House, 11 Pavilion Business Park, Leeds LS12 6AJ
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000318293
Key Dates
Apply From: 04/05/2025
Closing Date for Applications: 2025-05-29 23:59:59
Interview Begin From: TBA
Possible Start Date: 2025-05-30 00:00:00
Training
The successful candidate will complete a Level 3 Apprenticeship standard in financial administration.
Learning Provider
METAGEDU APPRENTICESHIPS LTD
Skills Required
Numeracy skills, attention to detail, presentation skills, communication skills, problem-solving skills, organisational skills, IT skills
Apply Now
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