---

---

Location

Salford, Greater Manchester | United Kingdom

---

Job description

What will the apprentice be doing?

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

What training will the apprentice take and what qualification will the apprentice get at the end?

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 is the expected career progression 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.

Requirements and prospects

Desired skills and personal qualities

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

Qualifications

GCSE or equivalent English (Grade C / 4) Essential
GCSE or equivalent Maths (Grade C / 4) Essential
Other UCAS points (Grade 104) Essential #J-18808-Ljbffr

---

Job tags

---

---

Salary