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Financial Planning Administrator Apprentice

Amber River Leodis Wealth · Leeds · posted 17 July 2026

Wage
£21,500 a year
Hours
40 hours a week
Duration
1 Year 6 Months
Level
Advanced (Level 3)
Standard
Financial services administrator (level 3)
Starts
18 August 2026
Closing date
17 August 2026
Positions
1

Apply on the official government service →No Apprentice League account needed — we never gate applications.

  • 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 it leads

Financial Services Admin Level 3.

About Amber River Leodis Wealth

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

Skills they're looking for

Communication skillsIT skillsAttention to detail

Entry requirements

  • GCSE English (grade 4-9) — essential
  • GCSE Maths (grade 4-9) — essential

Where you'll work

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

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