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Investment Operations Specialist Apprentice AJ Bell plc

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.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 01 Apr 2023

Apprenticeship summary

  • Annual wage


    25 days holiday increasing to 30 days with length of service, plus bank holidays Hybrid working Casual dress code Discretionary bonus Season ticket loan Free social events Volunteering opportunities Free gym & classes + more

  • Working week

    Monday to Friday Typically 8.45am – 5.15pm (may vary depending upon role)

    Total hours per week: 37.5

  • Expected duration

    2 Years

  • Possible start date

    11 Sep 2023

  • Date posted

    14 Nov 2022

  • Apprenticeship level

    Level 4 (Higher national Certificate)

  • Reference number


  • Positions

    6 available

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?

Investment operations specialist Level 4.

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.

Requirements and prospects

Desired skills and personal qualities

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


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

About the 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 £69 billion and more than 440,000 clients. AJ Bell was named North West Large Apprenticeship Employer of the year in the National Apprenticeship Awards 2021.


AJ Bell plc


4 Exchange Quay

Salford Quays


M5 3EE


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Training provider


Apprenticeship standard

Investment operations specialist

Level 4 (Higher national Certificate)

Employer's Application Instructions

Please submit a CV and covering note explaining why you would like to work in financial services and 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.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 01 Apr 2023