COO Operational Trainee Apprenticeship

Day-to-day tasks include

Provide day-to-day administrative support to teams within the COO function, ensuring tasks are prioritised, tracked and delivered on time.  Follow departmental procedures and controls and ensure these remain up to date.  Complete daily, weekly, monthly and annual checklists.  Stay up to date with relevant industry and regulatory developments affecting the department.  Maintain accurate records and filing (e.g., SharePoint folders, trackers and meeting packs) in line with internal standards.  Assist with checking that team controls have been completed correctly.  Input and update database records relating to client data, securities, transfers, trade settlements, ISA subscriptions and client money, corporate actions, and dividend entitlements.  Support the firm’s third-party applications.  Support data reporting and associated processes.  Support and undertake monitoring activities for Investment Support.  Ensure queries are responded to and resolved in a timely manner.  File daily work (electronic and hard copy), in line with record-management requirements.  Assist with project work as required. 

Training:

A two-year placement that offers exposure and learning in all areas of the COO Departments via a 24-month planned rotation, learning on the job.

The successful candidate will be provided with a skills coach, mentor and allocated appropriate time to learn and demonstrate the knowledge, skills and behaviour of the apprenticeship.
The role is based at our London office.

Qualifications achieved on successful completion of the programme.

Level 3 Investment Operations Technician apprenticeship CISI Investment Operations Certificate

Training Outcome:

Continued career in financial services operations.

Employer Description:

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, of which many are for families who have had investments overseen by JM Finn for several generations. We are seeking candidates with a strong motivation to work in Operations, a commitment to professionalism, a keen understanding of our business and a demonstrable desire for a long-term career within wealth management.

Working Hours :
Monday to Friday 9am to 5pm.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working