Investment Operations Specialist Apprentice (Level 4)

AJ Bell plc

Manchester (M5 3EE)

Closes on Sunday 1 February 2026

Posted on 1 October 2025

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Summary

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.

Wage

£23,000 a year

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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

Training course
Investment operations specialist (level 4)
Hours
Monday - Friday. Typically 8.45am - 5.15pm (may vary depending upon role).

37 hours 30 minutes a week

Start date

Monday 14 September 2026

Duration

2 years

Positions available

10

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

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.

Where you'll work

4 Exchange Quay
Salford Quays
Manchester
M5 3EE

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

FITCH LEARNING LIMITED

Training course

Investment operations specialist (level 4)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Maintains a consistently high standard of service internally, towards clients and with intermediaries. Adheres to well defined timeframes, systems and processes. Consistently attentive to accuracy, detail and timeliness; meets required risk, regulatory and governance requirements. Performs tasks which may be complex, specialised, or non-routine, such as bespoke (OTC) derivative settlement and margin calculations, monitoring and processing these complex transactions through to completion; Preparing management, investment performance or review reports for internal and external clients.
  • Adopts high quality written and verbal communication skills as appropriate for communicating with internal and external clients. . Builds positive relationships with clients and colleagues using sound interpersonal and influencing skills. Able to coach/train less experienced colleagues. Able to communicate and negotiate complex situations and issues that may arise.
  • Consistently supports colleagues and the wider business, collaborating to achieve results. Aware of their role within team, how their team fits within the business and how the team’s decisions impacts on others. Takes a leadership role in the team when appropriate. Operates well under time pressure.
  • Takes ownership for delivery in their area of responsibility, both for the core role and for developing and implementing changes. Able to exercise autonomy and judgement within fairly broad parameters. Finds effective ways to resolve issues. Escalates decisions and issues when necessary. Capable of resolving complex issues that may involve other business areas.
  • Proactively plans and records their own development; seeks constructive feedback and incorporates within development plan; keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.

Training schedule

  • 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. 

Requirements

Essential qualifications

GCSE in:

  • English (grade 4)
  • Maths (grade 4)

Other in:

UCAS points (grade 104)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

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

About this 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 £96.1billion and more than 620,000 customers. AJ Bell was named Large Apprenticeship Employer of the year in the North West Apprenticeship Awards 2022.

https://www.ajbell.co.uk/careers/our-apprenticeships (opens in new tab)

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.

Ask a question

The contact for this apprenticeship is:

FITCH LEARNING LIMITED

apprenticeships@ajbell.co.uk

The reference code for this apprenticeship is VAC1000344622.

Apply now

Closes on Sunday 1 February 2026

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