Investment Assistant Apprentice

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

Training:

The successful candidate will complete an Investment Operations Technician Level 3 Apprenticeship standard.
 

Training Outcome:

Excellent progression available within the company. The successful applicant will undertake more responsibilities as the apprenticeship develops with a strong view to securing permanent employment on completion.

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

Working Hours :
Monday to Friday, 9am to 5pm.

Skills:
Number skills,Attention to detail,Presentation skills,Communication skills,Problem solving skills,Organisation skills,IT skills