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For Companies At a Glance
- Tasks: Gain hands-on experience in investment operations while supporting customers and financial advisers.
- Company: Join AJ Bell, an award-winning company in the Financial Services industry.
- Benefits: Earn while you learn with a professional qualification and valuable business experience.
- Why this job: Kickstart your finance career with real-world experience and customer interaction.
- Qualifications: No prior experience needed; just a passion for finance and a willingness to learn.
- Other info: Dynamic apprenticeship programme with opportunities for growth in a supportive environment.
The predicted salary is between 800 - 1400 £ per month.
Looking to take your first step towards a career in the Financial Services industry? AJ Bell is an award-winning business, and we could have just the opportunity for you! Our Investment Operations Specialist Apprenticeship Programme is a great opportunity for you to gain business experience and work towards a professional qualification.
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you’ll do at work:
- Involving a high level of IFA and customer interaction (telephone calls and emails).
- 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.
Investment Operations Apprentice Start Your Finance Career employer: Best Apprenticeships
Contact Detail:
Best Apprenticeships Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Apprentice Start Your Finance Career
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at AJ Bell. A friendly chat can open doors and give you insights that might just help you land that apprenticeship.
✨Tip Number 2
Practice your communication skills! Since you'll be interacting with customers and IFAs, being clear and confident on the phone or via email is key. Try role-playing with friends or family to get comfortable.
✨Tip Number 3
Show your enthusiasm for finance! When you get the chance to speak with someone from AJ Bell, let your passion shine through. Share what excites you about the industry and why you want to be part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining AJ Bell and starting your finance career with us.
We think you need these skills to ace Investment Operations Apprentice Start Your Finance Career
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Investment Operations role. Highlight any customer service experience or administrative tasks you've done, as these will be super important for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the apprenticeship and how your background makes you a great fit. Be genuine and let your personality come through!
Show Enthusiasm for Finance: We love seeing candidates who are genuinely excited about starting a career in finance. Mention any relevant coursework, projects, or personal interests that show your passion for the industry. It’ll make you stand out!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll find all the details you need about the role and our company there.
How to prepare for a job interview at Best Apprenticeships
✨Know Your Stuff
Before the interview, make sure you understand the basics of investment operations and the role you'll be applying for. Research AJ Bell and their services so you can speak confidently about how you can contribute to their team.
✨Practice Makes Perfect
Rehearse common interview questions related to customer service and financial administration. Think about scenarios where you've helped others or solved problems, as these will showcase your skills and readiness for the role.
✨Dress to Impress
Even if the company culture is relaxed, it's always better to err on the side of professionalism. Dress smartly for your interview to show that you take the opportunity seriously and respect the company's values.
✨Ask Thoughtful Questions
Prepare a few questions to ask at the end of your interview. This shows your interest in the role and helps you gauge if AJ Bell is the right fit for you. Consider asking about the training process or what a typical day looks like for an apprentice.
