Operations Apprentice RBC Brewin Dolphin

RBC Brewin Dolphin, one of the UK’s leading Wealth Management services, is offering exciting apprentice opportunities within their Operation Departments. This is great opportunity for school leavers that want to pursue a careers in financial services, gaining work experience whilst working towards professional qualifications

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Closing date: 30 Jun 2024

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - Friday

    Total hours per week: 35

  • Expected duration

    24 Months

  • Possible start date

    01 Sep 2024

  • Date posted

    16 May 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    6 available

What you will do in your working day

  • Carry out all administrative duties where required in line with RBC Brewin Dolphin procedures
  • Understand and adhere to Risk & Control Framework and Policy Framework specific to the role in Operations
  • Processing of various daily client service processes using appropriate systems, tools and procedures to update and maintain accurate client records. 
  • Accurately record daily task activities undertaken.
  • Answering / making internal telephone calls, handling internal and external queries.
  • Dealing with internal and external emails and service enquires.
  • Attending and contributing to regular daily team meetings and engagement sessions. 
  • Participating in internal diversity and inclusion sessions.
  • Supporting process improvements based upon day to day handling of above.
  • Maintaining a professional image at all times 

The training you will be getting

Level 3 Investment Operations Technician, for more details visit: https://www.instituteforapprenticeships.org/apprenticeship-standards/investment-operations-technician-v1-0

You will also work towards the CISI Investment Operations Certificate 

What to expect at the end of your apprenticeship

There will be opportunity of permanent work on successful completion of the apprenticeship.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Initiative


GCSE or equivalent English (Grade 4 or above) Essential
GCSE or equivalent Maths (Grade 4 or above) Essential

Things to consider

The work is predominantly computer based, a basic to good understanding of Microsoft Office and other similar software would be a benefit but full training will be provided.  The ideal candidate will be able to demonstrate passion and motivation for a career in financial services.

About the employer

RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.   We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing.


RBC Brewin Dolphin


32 Gallowgate

Newcastle upon Tyne


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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 technician

Level 3 (A level)

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

Before you apply

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