Investment Operations Specialist Apprentice (Level 4)

AJ Bell plc

Manchester, M5 3EE

Closes on Friday 31 January

Posted on 30 September 2024

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Summary

Looking to take your first step towards a career in the Financial Services industry? AJ Bell is an award winning business and we could have just the opportunity for you! Our Investment Operations Specialist Apprenticeship Programme is a great opportunity for you to gain business experience and work towards a professional qualification.

Annual wage
£22,000 a year

Minimum wage rates (opens in new tab)

Full training programme and study support 25 days holiday increasing to 31 days, plus bank holidays Hybrid working Casual dress code Discretionary bonus Free social events Volunteering opportunities Free gym & classes + more

Training course
Investment operations specialist (level 4)
Hours
Monday - Friday. Typically 8.45am - 5.15pm (may vary depending upon role).

37 hours a week

Possible start date

Monday 15 September

Duration

2 years

Positions available

10

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

Involving a high level of IFA and customer interaction (telephone calls and emails) your tasks may include (but are not limited to):

  • Helping our customers with the administration of their investments (accurately maintaining and updating both paper based and electronic records)
  • Administering funds for transfers in / out of the business including cash and non-cash assets
  • Supporting Financial Advisers with AJ Bell's investment products

Where you’ll work

4 Exchange Quay

Salford Quays

Manchester

M5 3EE

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

FITCH LEARNING LIMITED

Your training course

Investment operations specialist (level 4)

Equal to higher national certificate (HNC)

Course contents
  • Maintains a consistently high standard of service internally, towards clients and with intermediaries. Adheres to well defined timeframes, systems and processes. Consistently attentive to accuracy, detail and timeliness; meets required risk, regulatory and governance requirements. Performs tasks which may be complex, specialised, or non-routine, such as bespoke (OTC) derivative settlement and margin calculations, monitoring and processing these complex transactions through to completion; Preparing management, investment performance or review reports for internal and external clients.
  • Adopts high quality written and verbal communication skills as appropriate for communicating with internal and external clients. . Builds positive relationships with clients and colleagues using sound interpersonal and influencing skills. Able to coach/train less experienced colleagues. Able to communicate and negotiate complex situations and issues that may arise.
  • Consistently supports colleagues and the wider business, collaborating to achieve results. Aware of their role within team, how their team fits within the business and how the team’s decisions impacts on others. Takes a leadership role in the team when appropriate. Operates well under time pressure.
  • Takes ownership for delivery in their area of responsibility, both for the core role and for developing and implementing changes. Able to exercise autonomy and judgement within fairly broad parameters. Finds effective ways to resolve issues. Escalates decisions and issues when necessary. Capable of resolving complex issues that may involve other business areas.
  • Proactively plans and records their own development; seeks constructive feedback and incorporates within development plan; keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.

Your training plan

  • Investment operations specialist Level 4.
  • You will enjoy a tailored introductory training programme when you join AJ Bell's Apprenticeship Academy. This will give you the chance to get to know our business and develop your skills before you join your team.
  • You will also develop strong IT skills, working with Microsoft packages, and our in-house systems and the ability to support our customers. We will provide ongoing training, development and mentoring to support you with your personal professional and career development.
  • You will work towards a Chartered Institute of Securities and Investment qualification and complete in-house professional development training. 

Requirements

Essential qualifications

GCSE or equivalent in:

  • English (grade C / 4)
  • Maths (grade C / 4)
  • UCAS points (grade 104)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

  • Communication skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Administrative skills
  • Team working
  • Initiative

About this company

AJ Bell is one of the largest and best-regarded providers of online investment platforms and stockbroker services in the UK, with assets under administration exceeding £83.7billion and more than 528,000 customers. AJ Bell was named Large Apprenticeship Employer of the year in the North West Apprenticeship Awards 2022.

https://www.ajbell.co.uk/careers/our-apprenticeships (opens in new tab)

After this apprenticeship

If you are successful in your apprenticeship you may have the opportunity to continue your career at AJ Bell, focusing on either a managerial or technical career path with ongoing support and training opportunities provided to support your career growth.

Ask a question

The contact for this apprenticeship is:

FITCH LEARNING LIMITED

apprenticeships@ajbell.co.uk

The reference code for this apprenticeship is VAC1000279771.

Apply now

Closes on Friday 31 January

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

After signing in, you’ll apply for this apprenticeship on the company's website.

Company’s application instructions

Please submit a CV and covering note explaining: - why you would like to work in financial services - why you would like to join the Investment Operations Apprenticeship Programme at AJ Bell. Selected applicants will be invited to have a telephone interview. If you are successful at that stage you will then be asked to join one of our assessment centres in Spring 2025.