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- Tasks: Assist customers with investment administration and support Financial Advisers.
- Company: Join AJ Bell, an award-winning company in the Financial Services sector.
- Benefits: Gain hands-on experience while working towards a professional qualification.
- Why this job: Kickstart your career in finance with real-world experience and customer interaction.
- Qualifications: No prior experience needed; just a passion for finance and customer service.
- Other info: Dynamic apprenticeship programme with opportunities for growth and development.
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 will learn on the job by getting hands-on experience.
What you will 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 Specialist Apprentice (Level 4) in Manchester employer: Best Apprenticeships
Contact Detail:
Best Apprenticeships Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Specialist Apprentice (Level 4) in Manchester
✨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 insider info on what they’re looking for.
✨Tip Number 2
Practice your communication skills! Since the role involves a lot of customer interaction, make sure you’re comfortable chatting on the phone and writing emails. Role-play with friends or family to build your confidence.
✨Tip Number 3
Show your enthusiasm! When you get the chance to speak with someone from AJ Bell, let them know why you’re excited about the apprenticeship. Passion can set you apart from other candidates.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the details about the apprenticeship programme right there, making it easier for you to tailor your approach.
We think you need these skills to ace Investment Operations Specialist Apprentice (Level 4) in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Investment Operations Specialist role. Highlight any customer service experience or administrative skills you have, as these will be key in your day-to-day tasks.
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 – we love seeing enthusiasm!
Showcase Your Communication Skills: Since the role involves a lot of interaction with customers and Financial Advisers, it's important to demonstrate your communication skills. Whether it's in your CV, cover letter, or any additional documents, make sure to highlight your ability to communicate clearly and effectively.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of success. It’s straightforward and ensures your application goes straight to us. 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 of an Investment Operations Specialist. Familiarise yourself with AJ Bell's services and products, as well as common industry terms. This will show your genuine interest and help you answer questions confidently.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common questions related to customer service and investment administration. Practising your responses will help you articulate your thoughts clearly during the actual interview.
✨Show Your Communication Skills
Since the role involves a lot of interaction with customers and Financial Advisers, be prepared to demonstrate your communication skills. Think of examples from your past experiences where you effectively resolved issues or provided excellent service. This will highlight your suitability for the role.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the apprenticeship programme and the company culture at AJ Bell. This shows that you’re engaged and genuinely interested in the opportunity, which can leave a positive impression on your interviewers.
