Financial Planning Administrator Apprentice

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

Summary

Providing administrative support to advisers and clients.

Wage

£21,500 a year

Training course

Financial services administrator (level 3)

Hours

Monday - Friday. Shifts TBC. 40 hours a week

Start date

Tuesday 18 August 2026

Duration

1 year 6 months

Positions available

1

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

Where you'll work

Leodis House, 11 Pavilion Business Park
Royds Hall Road
Leeds
LS12 6AJ

Training

Apprenticeships include time away from working for specialist training. You'll study to gain professional knowledge and skills.

Training provider

METAGEDU APPRENTICESHIPS LTD

What you'll learn

• Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
• Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
• Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
• Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
• Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
• Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
• Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
• Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
• Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
• Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
• Plan, organise and prioritise own tasks, managing time and resources effectively.
• Identify opportunities for continuous improvement and recommend solutions to improve processes.
• Apply current and developing sustainable principles and techniques relative to role.
• Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
• Work in line with organisational equity, diversity, and inclusion policies.

Training schedule

This training schedule has not been finalised. Check with this employer if you'll need to travel to a college or training location for this apprenticeship.

Essential qualifications

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

Skills

• Communication skills
• IT skills
• Attention to detail

About this employer

Based in Leeds, West Yorkshire, our Amber River Leodis Wealth team specialises in portfolio management, tax planning and financial planning for individuals.

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay.

Financial Services Admin Level 3

Financial Services Admin Level 3.

Contact

METAGEDU APPRENTICESHIPS LTD
Karina Khosla
[e-mail]

Application

Closes in 30 days (Monday 17 August 2026). After signing in, you'll apply for this apprenticeship on the company's website.