Investment Operations Specialist Apprentice (Level 4) AJ Bell plc

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.

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

Apply now

Closing date: 31 Mar 2024

Apprenticeship summary

  • Annual wage


    Full training programme and study support 25 days holiday increasing to 31 days, plus bank holidays Hybrid working Casual dress code Discretionary bonus Free social events Volunteering opportunities Free gym & classes + more

  • Working week

    Monday - Friday. Typically 8.45am - 5.15pm (may vary depending upon role).

    Total hours per week: 37.5

  • Expected duration

    2 Years

  • Possible start date

    16 Sep 2024

  • Date posted

    06 Oct 2023

  • Apprenticeship level

    Level 4 (Higher national Certificate)

  • Reference number


  • Positions

    15 available

What you will do in your working day

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

The training you will be getting

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. 

What to expect at the end of your 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 £75 billion and more than 480,000 customers. AJ Bell was named Large Apprenticeship Employer of the year in the North West Apprenticeship Awards 2022.


AJ Bell plc


4 Exchange Quay

Salford Quays


M5 3EE


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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience

Apprenticeship standard

Investment operations specialist

Level 4 (Higher national Certificate)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Employer's Application Instructions

Please submit a CV and covering note explaining: - why you would like to work in financial services - 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 in Spring 2024.

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

Apply now

Closing date: 31 Mar 2024