Investment Operations Specialist – Level 4

Help us empower our people and Help Britain Prosper

At Lloyds Banking Group, we are passionate about delivering high-quality apprenticeship experiences to support everyone to realise their full potential.

This is an opportunity to learn skills, gain a qualification and earn a salary, all while playing an important role in shaping finance as force for good.

In Insurance, Pensions & Investment (IP&I), we are focussed on our transformation journey, to deliver huge improvements for customers and our people. Whether customers are dealing with us direct or through an intermediary, we bring our best, so that they can be confident they’ve got all bases covered both today and for tomorrow. We help customers become more financially resilient, whilst improving profitability and driving real growth and value for our shareholders.

Investment Ops

Imagine what’s next. Imagine being part of driving our mission to Help Britain Prosper. Make it real. Apply now for our Investment Operations apprenticeship programme.

What you’ll learn

As an Investment Operation apprentice, you’ll build strong fundamental knowledge across a wide variety of products, services and their regulatory frameworks. You’ll learn the fundamentals of how the investment market works in practice, with insights into the processes that determine effective risk management.

With learning that clicks into your role from day one, you’ll become familiar with a range of investment instruments. From investment management and consulting to trading and reporting, you’ll gain the high-level knowledge and skills you need to succeed.

Your apprenticeship will take around 18 months to complete and will cover key areas such as:

• Understanding of the Financial Services regulatory framework and ethics
• Valuation of complex investment portfolios
• Preparation of investment performance reports for clients and investment managers
• Preparation of management reports for internal review
• Resolving complex issues within and across departments

Salary

£25,000 starting salary plus fantastic benefits.

You will join us on a fixed apprenticeship salary. Upon successful completion of the apprenticeship, you will be re-graded, with your pay range consistent with the job family for your business area.

Location – Edinburgh

We will want you to be working in the office most of the time as you settle into your role with a view to moving to hybrid working where you will be in your hub office for a minimum of two days per week.

Qualification

As part of your apprenticeship, we’ll support your study to complete an investments professional qualification.

Requirements

What you’ll need to apply

[Scotland] National 5 (or equivalent) at grade A-C in both Maths and English plus 3 Highers at grade A-C.

These grades can be predicted, but any offer made to you will be conditional upon successful achievement of these qualifications.

Additional requirements

[Scotland] You’ll need to be at least 18 years old by the end of February 2026.

Whilst we welcome candidates who have a degree, this cannot be in a field related to the apprenticeship due to a crossover in learning. We’ll request a copy of your degree module transcript to review if your degree may contain prior learning.

Closing date

The closing date to apply for this opportunity is 19th January 2025. We may close early if we receive a high number of applications, so it’s best to apply as soon as you can.

Important information

Due to Home Office requirements regarding Skilled Workers, we’re unable to accept applications for visa sponsorship for our apprenticeship roles as the proposed salary for the role does not meet the minimum threshold – if this situation applies to you, please consider looking for other vacancies which may be more suitable.