Investment Operations Specialist Apprentice

A J Bell U Invests
4, Exchange Quay, Salford, M5 3EE
£307.88 per week
26 Apr 2019
16 Jul 2019
Role Type
Apprenticeship, Higher
Start Date
Our Apprenticeship Programme is a great opportunity for you to gain business exposure while you work towards a professional qualification. If you're successful, you'll have the opportunity to work in different teams in our business to gain a full understanding of our customer journey.

Our Apprenticeship Programme will enable you to develop a wide range of skills and competencies including developing your verbal and written communication skills, working to deadlines and understanding operational business processes. You will also develop strong IT skills, working with Microsoft packages, and gain experience of using in-house systems. We will provide ongoing training, development and mentoring, enabling you to progress your understanding of financial services.

Typical tasks include (but are not limited to):
  • Purchasing and ongoing administration of investments (accurately maintaining and updating both paper based and electronic records)
  • Fee management - identifying; applying; chasing
  • Administering in-specie transfers between SIPP arrangements
  • Administering funds for transfers out of the business including cash and in specie transfers, annuity purchases & ISA/GIA transfers out
  • Producing KPI data and MI as agreed
  • Identifying FCA transaction reporting failures and taking remedial action
  • Liaising with 3rd party suppliers to produce stock valuations (at client request) and validate invoices for Finance team

Throughout the two year apprenticeship, you will:
  • Work towards an industry recognised professional qualification and complete in-house technical and professional development training. 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.

Requirements and prospects

Desired skills

  • Evidence of work experience that demonstrates ability/potential to juggle work and study, time management, prioritising workload
  • Enthusiasm to learn and develop in different teams in within the business

Personal qualities

  • Ability to demonstrate why you want to work within the financial services industry
  • Honesty
  • Self-motivation
  • Reliability

Desired qualifications

  • Minimum of 104 UCAS points (under the tariff for courses starting from September 2017)
  • Minimum of 5 GCSE's A*-C / 9 - 4 (including maths and English)

Future prospects

Management path: Team Leader; Manager; Head

Technical path: Compliance; Quality; Technical Resources

Technology path: Testing; Development; Change Management

Things to consider

For more information on the National Minimum Wage for Apprentices please visit

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