Aj Bell Plc

Investment Operations Specialist Apprentice - Higher (Level 4)

Aj Bell Plc (Employer)

Fitch Learning Limited (Training Provider)

Annual wage £8,872.50 to £17,004.00
37.5 hours per week Monday to Friday Typically 8.45am – 5.15pm (may vary depending upon role)
2 years (duration)
13 September 2021(start date)
Investment operations specialist (apprenticeship standard)
6 positions available
1 June 2021 (application closing date)
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Job Description

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


What will the apprentice be doing?

Involving a high level of IFA and customer interaction (telephone calls and emails); customer service and technical knowledge are key to this role. Tasks may include (but are not limited to):

  • administration of investments (accurately maintaining & updating both paper based & electronic records)
  • Administering funds for transfers in / out of the business including cash and in specie transfers, annuity purchases & ISA/GIA transfers out

What training will the apprentice take and what qualification will the apprentice get at the end?

You will enjoy a tailored introductory training programme. This will give you the chance to get to know our business and develop your skills on the job.

You will also develop strong IT skills, working with Microsoft packages, & our in-house systems. We will provide ongoing training, development & mentoring.

You will work towards a Chartered Institute of Securities & Investment qualification & complete in-house professional development training.

What is the expected career progression 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.

Skills Required

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

Qualifications Required

GCSE or equivalent English (Grade C / 4) Essential
GCSE or equivalent Maths (Grade C / 4) Essential
Other UCAS points (Grade 104) Essential
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