Opportunity information
Salary £15000 per year
Duration 18 months
Advert closing date 28/05/2025
Description
Based in Leeds, West Yorkshire, our Amber River Leodis Wealth team specialises in portfolio management, tax planning and financial planning for individuals.

The team provides comprehensive, professional and independent advice to clients, who appreciate the bespoke and first-class service delivered by the experienced, reliable and reputable team.

• Provide administrative support to the investment team.
• Handle incoming calls, emails, and other correspondence professionally.
• Develop working understanding of ARLW third-party systems.
• Build knowledge of investment and markets.
• Attend and contribute to investment meetings.
• Assist with preparation of reports for internal investment meetings.
• Assist with 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 onboarding of new funds.
• Ad-hoc project work as and when required by ARLW.

Entry requirements

• Solid academic background.
• Demonstrable interest and enthusiasm for investment and markets.
• Eagerness to learn and develop a career in financial services.
• Team player with effective and professional communication skills, both verbal and written.
• Good IT skills.

Training to be provided
The successful candidate will complete a Investment Operations Technician Level 3 Apprenticeship standard.
Things to consider
£15,000 Starting Salary.
Skills required
Array
Future prospects
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.
Hours per week 37.5
Working week Monday to Friday
Apprenticeship standard Investment operations technician (Level 3)
Leeds, West Yorkshire, England, LS12 6A

Please refer the Job description for details