Financial Services Administrator Apprentice

Provide administrative support to the Advisers and Paraplanners Handle incoming calls, emails, and other correspondence from providers and clients professionally Develop working understanding of Provider and in house systems Process transactions and trade requests across our preferred platforms Build knowledge of products and providers Process new business from the adviser team Creating client portfolio valuations

Training:
The successful candidate will complete a financial admin 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 Shifts to be confirmed

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