At a Glance
- Tasks: Gain hands-on experience in wealth management while supporting the COO Department.
- Company: Join JM Finn, a forward-thinking investment management firm.
- Benefits: Full funding for your qualification, 25 days holiday, and great perks.
- Other info: Potential for a permanent role after two years with excellent growth opportunities.
- Why this job: Kickstart your career with real impact and mentorship in a dynamic environment.
- Qualifications: GCSE English and Maths, ambition, and a passion for learning.
The predicted salary is between 18000 - 25000 € per year.
COO Operational Trainee Apprenticeship - COO Department
Job Reference: 1304/427
Number of Positions: 2
Contract Type: Fixed Term Contract 2 Years
Location: London
Closing Date: 02/06/2026
Job Category: Business Support
Region / Division: London
Organisation: JM Finn
Qualification: Level 3 Investment Operations Certificate
Duration: 2 years (potential permanent role on completion)
About the role:
Are you motivated, team-focused and driven, looking to kickstart your career in wealth management? Do you want to work for a forward-thinking business where you will gain exposure to investments along with a qualification? JM Finn wants to hear from you!
We are looking for individuals to join JM Finn, who value a client-focused approach and who aim to be part of a motivated and driven team environment. JM Finn offers a high-quality, personalised investment management service that aims to meet the individual demands of today's private and professional investors.
Designed to help guide our clients through the increasingly complex investment world, our personalised approach draws on traditional client service values. We have over £11bn of funds under management on behalf of over 18,500 client accounts, many of which are for families who have had investments overseen by JM Finn for several generations.
We are seeking candidates with a strong motivation to work within the COO Operational Department, a commitment to professionalism, a keen understanding of our business and a demonstrable desire for a long-term career within wealth management.
The Scheme:
In your first two years, you’ll gain broad exposure across several operational business areas, building your understanding of JM Finn while providing administrative support to the COO Department which includes updating client records, processing client instructions, settling market actions, supporting Data Governance, third-party applications, and helping to deliver business management, projects and initiatives.
Throughout your two years, we will be supporting you to build on your knowledge and undertake more responsibility whilst working to achieve your CISI Level 3 Investment Operations Certificate. This will be via our apprenticeship programme, and you will have access to a dedicated mentor who will support you through every step of the programme, and help you to understand both WHY you are doing something as well as HOW to do it.
We are a small company which allows you to gain real hands-on exposure at all levels, with a view to gaining a permanent role as an Analyst. Your formal study can continue beyond the scheme alongside the many internal learning opportunities available.
Qualifications:
- Educated to minimum Grade 4 at GCSE English and Maths, with a predicted 80 UCAS points minimum
- Eligible to work permanently in the UK
- Ambitious with a desire to continuously improve
- Commitment to professionalism
- Pro-active, motivated and independent
- Passionate about learning and developing a career in wealth management
What we offer:
- A two year placement that offers exposure and learning in all areas of the business
- Full funding of the CISI Investment Operations Certificate
- 25 days holiday plus extra days at Christmas and a selection of other great benefits
For questions, please contact a member of the JM Finn Early Talent Team on 0121 713 8336 or email: jmfinn@earlytalent.careers
COO Operational Trainee - COO Department employer: JM Finn & Co
At JM Finn, we pride ourselves on being an excellent employer that fosters a supportive and dynamic work culture in the heart of London. Our COO Operational Trainee programme not only offers a competitive salary and comprehensive benefits, including full funding for your CISI Level 3 Investment Operations Certificate, but also provides invaluable hands-on experience and mentorship to help you thrive in your career within wealth management. Join us to be part of a close-knit team where your growth is our priority, and enjoy the unique opportunity to make a meaningful impact in a company that values client-focused service and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land COO Operational Trainee - COO Department
✨Tip Number 1
Network like a pro! Reach out to current employees at JM Finn on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching JM Finn's values and recent projects. Show us that you’re not just interested in any job, but specifically in how you can contribute to our team and clients.
✨Tip Number 3
Practice common interview questions with a friend or mentor. We want to see your passion for wealth management and how you can bring value to the COO Department, so be ready to share your thoughts!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team.
We think you need these skills to ace COO Operational Trainee - COO Department
Some tips for your application 🫡
Show Your Motivation:We want to see your passion for wealth management shine through in your application. Make sure to highlight why you're excited about this role and how it aligns with your career goals.
Tailor Your CV:Don’t just send a generic CV! We love seeing candidates who take the time to tailor their CV to our job description. Highlight relevant experiences and skills that match what we’re looking for in a COO Operational Trainee.
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us your story. Use it to explain why you’re the perfect fit for our team and how you can contribute to JM Finn’s success. Keep it engaging and personal!
Apply Through Our Website:Make sure to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at JM Finn & Co
✨Know Your Stuff
Before the interview, make sure you understand JM Finn's business model and values. Familiarise yourself with their approach to wealth management and the specific role of the COO Department. This will show your genuine interest and help you answer questions more confidently.
✨Show Your Motivation
Be ready to discuss why you're passionate about a career in wealth management. Share personal experiences or interests that align with the company's mission. This will help the interviewers see your commitment and enthusiasm for the role.
✨Ask Smart Questions
Prepare thoughtful questions to ask at the end of your interview. Inquire about the mentorship programme, the types of projects you'll be involved in, or how success is measured in the COO Department. This demonstrates your eagerness to learn and engage with the company.
✨Practice Makes Perfect
Conduct mock interviews with friends or family to practice your responses. Focus on articulating your thoughts clearly and confidently. The more comfortable you are with your answers, the better you'll perform during the actual interview.
