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Apply to: Investment Assistant Apprentice
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Investment Assistant Apprentice
, Apply From: 07/05/2025
Learning Provider
Delivered by METAGEDU APPRENTICESHIPS LTD
Employer
LEODIS WEALTH LIMITED
Vacancy Description
* 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
Key Details
Vacancy Title
Investment Assistant 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
1000318034
Key Dates
Apply From
07/05/2025
Closing Date For Applications
2025-05-28 23:59:59
Interview Begin From
Possible Start Date
2025-05-29 00:00:00
Training
Training to be Provided
The successful candidate will complete an Investment Operations Technician Level 3 Apprenticeship standard.
Learning Provider
METAGEDU APPRENTICESHIPS LTD
Skills Required
Number skillsAttention to detailPresentation skillsCommunication skillsProblem solving skillsOrganisation skillsIT skills
Apply Now #J-18808-Ljbffr