Investment Support Desk Apprenticeship

ST.JAMES'S PLACE MANAGEMENT SERVICES LIMITED

Cirencester (GL7 1FP)

Closes on Tuesday 6 January 2026

Posted on 24 November 2025

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Summary

The Investment Helpdesk sits within the Chief Investment Office (CIO) and is often the first point of contact for Partners and colleagues with investment-related queries. Working with other teams across the CIO, the team ensures consistent communication and excellent service, playing a key role in building confidence and trust in SJPs offering.

Wage

£22,330 a year

Check minimum wage rates (opens in new tab)

Training course
Investment operations specialist (level 4)
Hours
Monday to Friday, typically 9.00am - 5.00pm. Hybrid working - you will be required in the office 2-3 days each week and more when required. Permanent Contract.

35 hours a week

Start date

Monday 14 September 2026

Duration

1 year 6 months

Positions available

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

Key Responsbilities;

  • Learn how to provide technical and administrative support to the Investment Consultancy team
  • Support colleagues in responding to investment-related queries (via phone and email)
  • Assist in the preparation of materials that explain SJP’s investment proposition and fund range
  • Help maintain and update digital tools and resources used by Partners and clients
  • Develop an understanding of markets, investments and portfolio performance
  • Build core workplace skills such as communication, organisation and teamwork

Where you'll work

St. James'S Place House
1 Tetbury Road
Cirencester
GL7 1FP

Training

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

Training provider

BPP PROFESSIONAL EDUCATION 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

You will train as part of a cohort, attending online live classes, having access to tailored resources and have a dedicated tutor.

Requirements

Essential qualifications

GCSE in:

  • English (grade 5)
  • Maths (grade 5)

A Level in:

Any related subject (grade On track to complete/completed)

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

Skills

  • Communication skills
  • Customer care skills
  • Number skills
  • Team working
  • Patience
  • Communication (verbal/written)

About this employer

St. James’s Place the UK’s leading wealth manager is a FTSE 100 Wealth Management Company with £212 billion of client funds under management. Our desire to provide a dedicated service extends not only to our clients but in everything that we do. We take our responsibilities very seriously, and a large part of our success is attributed to our people and their commitment and enthusiasm.

https://www.sjp.co.uk/careers/careers-at-sjp (opens in new tab)

After this apprenticeship

All apprenticeships are offered as permanent contracts within our organisation, with individuals progressing directly into their substantive roles within the organisation upon successful completion of the programme.

Ask a question

The contact for this apprenticeship is:

BPP PROFESSIONAL EDUCATION LIMITED

The reference code for this apprenticeship is VAC2000001991.

Apply now

Closes on Tuesday 6 January 2026

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After signing in, you’ll apply for this apprenticeship on the company's website.