Investment Operations Specialist - Apprenticeship Programme

We're now looking to kick-start recruitment for our Investment Operations Specialist Apprenticeships Programme (Level 4). This is a great opportunity to gain business exposure while you work towards an industry recognised professional qualification.

Due to the diverse nature of the role and the exposure to the wider business, the programme provides an excellent opportunity to develop a wide range of skills and competencies over the two year programme. Including but not limited to: communication and influencing, team working & collaboration, ownership & initiative, personal development. AJ Bell offers a wide range of development & 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.

If you’re successful, you’ll join the AJ Bell Apprenticeship Academy in September 2025 and have the opportunity to work in different teams to gain a full understanding of our customer journey. 

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!

Closing date for applications - Friday 31st January

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

What next?

If you feel inspired and meet the entry criteria, then be sure to apply via our website. You should include 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?

Our perks and benefits:

• Starting holiday entitlement of 25 days, increasing up to 31 days with length of service
• Holiday buy and sell scheme
• A choice of pension schemes with matched contributions up to 6%
• Discretionary bonus scheme
• Annual free share awards scheme
• Buy As You Earn (BAYE) Scheme
• Health Cash Plan – provided by Medicash
• Discounted private healthcare scheme and dental plan
• Free gym membership, with an on-site gym providing a wide range of free classes
• 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
• Death in service scheme
• Paid time off for volunteer work
• Charitable giving opportunities through salary sacrifice
• Calendar of social events, including monthly payday drinks, annual Christmas party, summer party and much more
• Parking at Exchange Quay
• Personal development programmes built around you and your career goals, including access to personal skills workshops
• Ongoing technical training
• Professional qualification support
• Talent management programmes
• 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

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.