Investment Operations Specialist Apprentice (Level 4)

Level: 4


Employer: AJ Bell plc


Location: 4 Exchange Quay

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.

Duration: 2 Years

Expected start date: 15/09/2025

Hours per week: 37.5 hours

Wage: (Annually)

Job role includes

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

About employer

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.

  • weighting: Essential
  • qualificationType: GCSE or equivalent
  • subject: English
  • grade: C / 4

  • 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. 

    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.

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

Vacancy title

Vacancy description

Level:
Employer:
Location:

Duration: 18 months

Expected start date: 28/3/2022

Hours per week: 37.5 hours

Wage: 146.25 (weekly)

Job role includes

  • Explore what an apprenticeship is and how they work.
  • Understand what it means to be an apprentice.
  • Discover different apprenticeship types, get application hints and tips, and apply for vacancies.

About employer

Employer description

  • Ability to work as part of a team
  • Excellent interpersonal skills
  • Excellent communication skills
  • Ability to prioritise tasks
  • Excellent organisational skills
  • Good problem-solving skills
  • Ability to work as part of a team
  • Excellent interpersonal skills
  • Excellent communication skills
  • Ability to prioritise tasks
  • Excellent organisational skills
  • Good problem-solving skills
  • Ability to work as part of a team
  • Excellent interpersonal skills
  • Excellent communication skills
  • Ability to prioritise tasks
  • Excellent organisational skills
  • Good problem-solving skills
  • Ability to work as part of a team
  • Excellent interpersonal skills
  • Excellent communication skills
  • Ability to prioritise tasks
  • Excellent organisational skills
  • Good problem-solving skills