Financial Services Administrator Apprentice

Getting In Limited; Leeds; On-site; GBP 20,000 - 25,000; Full time

Job summary

Join a dynamic team as a Financial Services Administrator Apprentice, where you'll provide essential administrative support to financial advisers. This role offers a unique opportunity to develop your skills in financial administration while gaining hands-on experience in a professional environment. You'll handle client correspondence, process transactions, and build your knowledge of financial products and services. If you're detail-oriented and eager to learn, this apprenticeship is the perfect stepping stone for your career in financial services.

Qualifications

• Strong numeracy and attention to detail are essential for this role.
• Effective communication and organizational skills are key to success.

Responsibilities

• Provide administrative support to Advisers and Paraplanners.
• Handle correspondence from providers and clients professionally.
• Process transactions and trade requests across preferred platforms.

Skills

Numeracy skills

Attention to detail

Presentation skills

Communication skills

Problem-solving skills

Organisational skills

IT skills

Job description

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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