Investment Operations Specialist - Apprenticeship Programme

AI overview

As an apprentice, you will gain business exposure while working towards a recognized qualification and developing competencies in a fast-growing financial services environment.

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.

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

Perks & Benefits Extracted with AI

  • Education Stipend: Professional qualification support
  • Hybrid working model: Hybrid working model, where you’ll spend a minimum of 50% of your working time per month in the office
  • Free Meals & Snacks: Calendar of social events, including monthly socials, annual Christmas party, summer party and much more
  • Health Insurance: Discounted private healthcare scheme and dental plan
  • Parking availability: Parking at Exchange Quay (Subject to availability)
  • Paid Parental Leave: Enhanced maternity, paternity, and shared parental leave
  • Paid Time Off: Starting holiday entitlement of 25 days, increasing up to 31 days with length of service

We're now recruiting a Head of Customer Marketing (D2C) to be responsible for the acquisition, engagement and analysis of customers across the AJ Bell retail platform, taking ownership for the deployment of the company’s acquisition strategy, with a lens on delivering excellent customer outcomes and marketing budget. Working directly with the Head of Brand and Marketing Director, the role requires an excellent understanding of brand, marketing and customer behaviours in a digital marketing environment. The position is a strategically senior role, leading the setting of acquisition budgets, communication with customers, deployment of marketing spend and analysis of customer data whilst providing leadership of the retail customer team.What does the job involve?Overall responsibility for creation and deployment of customer acquisition budgetsResponsibility for retail customer communications strategy, with a focus on giving clear and accurate informationLeadership of retail customer team.Deployment of marketing spend to achieve agreed customer acquisition and cross-sell targetsAnalysis of customer behaviour trends, including presentations to executive management and BoardOwnership of media buying agency relationshipOwnership of internal relations with Brand, Product, Strategic Partnerships and Strategic Planning & GovernanceInteraction with Strategic Partnerships on customer pricing and retention strategiesSupporting and enabling the business to deliver good outcomes for retail customers by helping achieve any regulatory requirements, including consumer duty.Key Responsibilities:Execution of customer acquisition strategy, in line with regulatory requirementsWorking with Brand to maximise new funded customer conversionsDelivery of customer communicationsManagement of customer marketing teamReporting and development of customer behaviour modelsParticipation in senior management function for D2C platformCreation and delivery of MI reports for areas of responsibilityAbout you:You'll have the ability to acquire customers effectively in a heavily regulated environmentExcellent knowledge of customer marketing techniques in a digital marketing settingStrong leadership skills and ability to drive results against agreed budget envelopesAbility to negotiate effectively with external partiesEffective management of internal relationships across both D2C and Advised platformsAbility to anticipate trends in customer needsExcellent statistical knowledge and ability to communicate complex data effectively.Strategic planning skillsAbout us:AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 484,000 customers using our award-winning platform propositions to manage assets totalling more than £76.2 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures.Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company.Headquartered in Manchester with offices in central London and Bristol, we now have over 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For’ for six consecutive years.What we offer:Starting salary of £90,000 - £110,000 (DOE)Generous holiday allowance increasing up to 31 days with service, plus bank holidaysHoliday buy/sell schemeHybrid working policyCasual dress codeDiscretionary bonusContributory pension schemeHealthcare Cash PlanBuy as you earn share schemeFree annual share schemePaid study support for qualificationsEnhanced maternity/paternity scheme from day oneBike loanSeason ticket loan portalDiscounted PMI and DentalFree gymPaid volunteering opportunities, free social events and moreAJ 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.

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