Financial Planning Administrator Apprentice

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

Training Outcome:

Financial Services Admin Level 3.

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 - Friday. Shifts TBC.

Skills:
Communication skills,IT skills,Attention to detail