Trainee Desk Administrator Apprenticeship
J.M. FINN & CO.LTD
London (EC2R 7AH)
Closes in 20 days (Tuesday 2 June 2026)
Posted on 12 May 2026
Contents
Summary
We are looking for individuals to join JM Finn, who value a client-focused approach and who aim to be part of a motivated and driven team environment. What we offer: - A two year placement that offers exposure and learning in all areas of the business - A competitive salary - Full funding of the CISI Investment Operations Certificate.
- Wage
-
Competitive
Competitive wage offered
Minimum wage rates (opens in new tab)
Discretionary bonus
- Training course
- Investment operations specialist (level 4)
- Hours
-
Monday to Friday, 8:30am to 5pm.
37 hours 30 minutes a week
- Start date
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Monday 5 October 2026
- Duration
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2 years
- Positions available
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2
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
Day-to-day tasks include:
- Assist with the new client account opening process as appropriate
- Assist with drafting client reports and correspondence that would accompany valuations, dealing with letters, Investment Manager recommendations, and responses to ad hoc client requests or queries
- Typing and filing
- Present documents professionally and in an appropriate format for Investment Manager sign-off
- Proof-read and check documents
- Follow up promptly on unfamiliar terminology, unclear speech or corrections
- Maintain filing systems, update information regularly and ensure the internal CRM system is kept up to date
- Ensure filing systems are checked before the annual File Review
- Proactively look for efficiencies and potential process improvements
- Complete SharePoint forms for Investment Manager approval
- Prepare payment, receipt, transfer and other forms for Investment Manager approval
- Help resolve administrative queries
- Take telephone messages and relay them to the Investment Manager
- Ensure client background & suitability reports are kept up to date
- Provide desk administration cover during periods of high volume, illness or other absence
- Make low risk payments via CRM up to £50k
- Any other ad hoc team administration as required
- Help resolve and respond to administrative queries from clients, referring, where appropriate, to the Investment Manager
- Develop relationships with clients by arranging and assisting at meetings as appropriate, including the preparation of necessary documentation
- Check dealing data to ensure reporting procedures are followed correctly
- Prepare transactions on the Firm’s systems for processing by the Investment Manager
Where you'll work
25 Copthall Avenue
London
EC2R 7AH
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
A two-year placement that offers exposure and learning in all areas of the Investment Management Area via a 24-month programme of learning on the job.
The successful candidate will be provided with a Skills Coach, mentor and allocated appropriate time to learn and demonstrate the knowledge, skills and behaviour of the apprenticeship.
The role is based at our London office.
Qualifications achieved on successful completion of the programme.
- Level 4 Investment Operations Specialist Apprenticeship
- CISI Investment Advice Diploma
Requirements
Essential qualifications
GCSE in:
A Level in:
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Problem solving skills
- Administrative skills
- Team working
About this employer
JM Finn offers a high quality, personalised investment management service that aims to meet the individual demands of today's private and professional investors. Designed to help guide our clients through the increasingly complex investment world, our personalised approach draws on traditional client service values. We have over £11bn of funds under management on behalf of over 18,500 client accounts, of which many are for families who have had investments overseen by JM Finn for several generations. We are seeking candidates with a strong motivation to work in Operations, a commitment to professionalism, a keen understanding of our business and a demonstrable desire for a long-term career within wealth management.
After this apprenticeship
Continued career in financial services, investment management support.
Ask a question
The contact for this apprenticeship is:
FITCH LEARNING LIMITED
The reference code for this apprenticeship is VAC2000030970.
Apply now
Closes in 20 days (Tuesday 2 June 2026)
After signing in, you’ll apply for this apprenticeship on the company's website.