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- Tasks: Support customers in their investment journey while gaining valuable skills.
- Company: Join AJ Bell, a top-rated investment platform and FTSE 250 company.
- Benefits: Enjoy 25+ days holiday, free gym membership, and professional qualification support.
- Why this job: Kick-start your career in finance with hands-on experience and mentorship.
- Qualifications: Minimum of 104 UCAS points and 5 GCSEs including Maths and English.
- Other info: Dynamic work environment with social events and hybrid working options.
Job Description
We\’re now looking to kick-start recruitment for our Investment Operations Specialist Apprenticeship Programme (Level 4). This is a great opportunity to gain business exposure while you work towards an industry recognised professional qualification. If you’re successful, you’ll join the AJ Bell Apprenticeship Academy in September 2026.
As an apprentice you will be helping our customers to invest and over the two-year programme you will have an excellent opportunity to develop a wide range of skills and competencies, including but not limited to: communication and influencing, team working and collaboration, ownership and initiative. AJ Bell offers a wide range of development and mentoring opportunities to all employees, including in-house technical and professional development training so you can feel positive about your future at AJ Bell.
The Investment Operations Specialist Apprenticeship Programme opens the door to many possibilities and opportunities to continue your career at AJ Bell focusing on either a managerial or technical career path. We will provide all the training and support you need to develop in your apprenticeship and beyond.
Do you feel positive about taking your first step to a career in the Financial Services industry? AJ Bell is a fast-growing, award-winning business and we could have just the opportunity for you to join the AJ Bell Apprenticeship Academy !
What are we looking for?
- Minimum of 104 UCAS points (under the tariff for courses starting from September 2017)
- Minimum of 5 GCSE’s A*-C / 9 – 4 (including Maths and English)
- Ability to demonstrate why you want to work within the financial services industry
- Honesty, self-motivation, reliability
- Enthusiasm to learn and develop in different teams within the business
- You must have the right to work in the UK for the duration of your apprenticeship and have lived in the UK/EEA for the past 3 years
Our perks and benefits:
- Starting holiday entitlement of 25 days, increasing up to 31 days with length of service
- Free gym membership, with an on-site gym providing a wide range of free classes
- Calendar of social events, including monthly socials, annual Christmas party, summer party and much more
- Professional qualification support
- Holiday buy and sell scheme
- A choice of pension schemes with matched contributions up to 6%
- Discretionary bonus scheme
- Annual free share awards scheme
- Health Cash Plan – provided by SimplyHealth
- Discounted private healthcare scheme and dental plan
- Employee Assistance Programme
- Bike loan scheme
- Sick pay+ pledge
- Enhanced maternity, paternity, and shared parental leave
- Discounted nursery fees at Kids Planet on Exchange Quay
- Loans for travel season tickets
- Paid time off for volunteer work
- Charitable giving opportunities through salary sacrifice
- Parking at Exchange Quay (Subject to availability)
- Ongoing technical training
- Peer recognition scheme, with rewards including restaurant and shopping vouchers or time off
- Monthly leadership breakfasts and lunches
- Casual dress code
- Access to a range of benefits from our sponsorship deals
Hybrid working
At AJ Bell, our people are the heart of our culture. We believe in building strong connections by working together. That\’s why we offer a hybrid working model, where you’ll spend a minimum of 50% of your working time per month in the office. For new team members, an initial period will be full-time in the office to help you immerse yourself in our business and build valuable relationships with your colleagues.
AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.
We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
Additional Information
What next?
If you feel inspired and meet the entry criteria, then be sure to apply via our website. You should include your CV and a covering note answering the following questions:
- Why do you want a career in the Financial Services industry?
- Why have you chosen to apply to AJ Bell?
Closing date for applications is Sunday 1 February 2026
Investment Operations Specialist - Apprenticeship Programme employer: Aj Bell
Contact Detail:
Aj Bell Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Specialist - Apprenticeship Programme
✨Tip Number 1
Get to know AJ Bell! Research their values, culture, and the services they offer. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to the financial services industry. Think about your experiences and how they relate to the skills AJ Bell is looking for, like communication and teamwork.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining AJ Bell and ready to kick-start your career in investment operations.
We think you need these skills to ace Investment Operations Specialist - Apprenticeship Programme
Some tips for your application 🫡
Show Your Passion for Finance: When writing your application, make sure to express why you're excited about the financial services industry. We want to see your enthusiasm and how it aligns with our mission at AJ Bell.
Highlight Your Skills: Don’t forget to showcase your skills and experiences that relate to the role. Whether it's teamwork, communication, or initiative, we love to see how you can contribute to our team!
Be Honest and Authentic: We value honesty and reliability, so be yourself in your application. Share your genuine motivations and experiences, as this helps us get to know the real you.
Apply Through Our Website: Make sure to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Aj Bell
✨Know Your Stuff
Before the interview, make sure you understand AJ Bell's business model and the financial services industry. Research their products and services, and be ready to discuss how they cater to different types of investors. This shows your genuine interest and helps you stand out.
✨Show Your Enthusiasm
During the interview, let your passion for finance and investment shine through. Talk about why you want to join the apprenticeship programme and how it aligns with your career goals. Enthusiasm can be contagious, and it’s something interviewers love to see!
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This could be about the training opportunities or the team culture at AJ Bell. It demonstrates your eagerness to learn and engage with the company beyond just the role.
✨Practice Makes Perfect
Consider doing mock interviews with friends or family. Practising common interview questions will help you articulate your thoughts clearly and confidently. The more comfortable you are speaking about your experiences and aspirations, the better you'll perform!
