Financial Planning Admin Apprentice: Launch Your Wealth Career

Government jobs, apprenticeship; Leeds; On-site; GBP 19,350 - 23,650; Full time

Job summary

Amber River Leodis Wealth in Leeds offers an apprenticeship as Financial Services Admin Level 3 to provide administrative support to advisers and clients. The role includes handling client queries, processing new business, and preparing meeting documentation, with real-time use of back-office systems.

The training combines on-the-job work with METAGEDU APPRENTICESHIPS LTD providing the level 3 program. Starts Aug 2026, 40-hour weeks, salary £21,500 per year, and a 1 year 6 month duration.

Qualifications

• GCSE in English (grade 4-9) required.
• GCSE in Maths (grade 4-9) required.

Responsibilities

• 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

Skills

Communication skills

IT skills

Attention to detail

Education

GCSE English (4-9)

GCSE Maths (4-9)

Job description

Amber River Leodis Wealth in Leeds offers an apprenticeship as Financial Services Admin Level 3 to provide administrative support to advisers and clients. The role includes handling client queries, processing new business, and preparing meeting documentation, with real-time use of back-office systems.

The training combines on-the-job work with METAGEDU APPRENTICESHIPS LTD providing the level 3 program. Starts Aug 2026, 40-hour weeks, salary £21,500 per year, and a 1 year 6 month duration.