Henderson Investment Management Limited

Operational Tax Apprentice - Advanced (Level 3)

Henderson Investment Management Limited (Employer)

Fitch Learning Ltd (Training Provider)

Annual wage £22,000.00
35.0 hours per week Monday - Friday, 09:00 - 17:00hrs.
18 months (duration)
20 September 2021(start date)
Investment operations technician (apprenticeship standard)
2 July 2021 (application closing date)
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Job Description

Janus Henderson operates an outsourced model in partnership with our Third-Party Administrators (TPA). The primary focus of the Operations team is the oversight and management of the TPAs as well as supporting internal clients. Operations also support numerous projects and operational changes to maintain best practice operational processes.


Duties and responsibilities:

You will:

  • Assist with the tax reclaim process of our funds, identifying where reclaims can be made, completing required documentation and following up with the TPA’s where required
  • Assist with monitoring the tax costs charged and providing supporting information to Directors or their delegates for cost approval
  • Assist with the completion of analysis on uncertain tax liabilities
  • Attend calls with the operational tax team and our tax agents, administrators and custodians
  • Carry out additional duties as assigned

Future Prospects

Ongoing competence in the role to be assessed, in line with applicable regulatory requirements, by:

  • Annual performance appraisal
  • Completion of all assigned compliance training
  • Annual attestation (Knowledge and Competence in-scope roles only)

Skills Required

  • Good knowledge of Microsoft Office
  • Analytical skills, working with numerical data
  • Good communication skills

Qualities Required

  • Works in a systematic, methodical and orderly way

Qualifications Required

At least 5 GCSEs at Grade C (4) or above (or equivalent) including English and maths.

Training Provided

Level 3 Investment Operations Technician Apprenticeship Standard, which includes:

  • CISI Investment Operations Certificate
  • Level 2 Functional Skills maths (if required)
  • Level 2 Functional Skills English (if required)
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