Operational Finance Apprenticeship Scheme

2 days left

16000.00 - 16000.00 GBP Annual + GBP16000/annum GBP16,000 per annum
17 Sep 2016
01 Oct 2016
Job Type
Work experience
Start Date
Operational Finance Apprenticeship Scheme

AJ Bell is one of the UK`s largest providers of online investment platforms and stockbroker services. With more than 131,100 customers and assets under administration exceeding GBP28 billion, they succeed by providing award-winning investment products, backed up with excellent service and online functionality at a low cost. Their head office is in Manchester, and they also own a specialist financial publishing business called AJ Bell Media in London, as well as a stockbroking business in Tunbridge Wells.

Position: Operational Finance Apprenticeship Scheme
Location: Old Trafford, Manchester
Contract type: 2 years fixed term contract
Hours: 7am - 3.30pm, Monday - Friday
Salary: GBP16,000 per annum + professional study support + benefits

An assessment centre will be held for the recruitment of this role on: Thursday 6th October 2016.


Have you decided that University isn`t for you, but you still want to pursue a career within financial services? Their apprenticeship scheme could be perfect for you. It will provide you with the opportunity to gain practical commercial work experience whilst studying towards AAT qualification.

With assets under administration exceeding GBP28 billion and more than 131,000 clients that trust them with their investments, you could contribute to the success of AJ Bell and have the opportunity to earn a salary whilst gaining professional accounting qualifications. Their apprenticeship scheme provides a comprehensive start to your career within the financial services industry having the chance to gain invaluable experience in their Operational Finance Team.

Their two year training contract:

Join their Operational Finance Team and you will rotate through all of the major tasks of the team, including Trustee and Client Money reconciliations, Sales Ledger and Credit Control.

Successful candidates will be part of a two year training contract, where AJ Bell will cover the cost of AAT Level 3 and Level 4 and provide paid study leave.

Professional Qualifications:

- AAT Level 3.
- AAT Level 4.

Extensive Internal Training Programme, to include:

- Building Customer Relationships Training
- AML and Data Security Awareness.
- Full Technical training on Pensions, Investments, ISA`s and Dealing accounts.

You would gain invaluable work experience developing strong skills in the below:

- Communication skills, written and verbal.
- Ability to organise, prioritise and meet deadlines.
- Effective problem-solving skills.
- IT, including Outlook, Word and Excel.

You must be hard working and enthusiastic and be able to demonstrate a commitment to building your career in Financial Services. In return for your hard work you can expect a competitive salary, a great benefits package and paid time to study for your AAT qualifications. Most importantly, you will also gain invaluable work experience at one of the UK`s most respected Financial Services companies.


- Assisting with the analysis and investigation into reconciling items.
- Regular collections of outstanding charges for various AJ Bell online products.
- Chasing overdue charges for various AJ Bell online products.
- Raising invoices and credit notes.
- Trustee and Client money Reconciliations.
- Ensure various reconciliation and process controls are maintained within the business.


- 9 GCSE`s (A in Maths, B in English, all others C or above).
- 3 A levels (B or above).
- Enthusiasm and passion to learn and develop.
- A desire to work in the Financial Services Industry.


- Work experience is advantageous.

After two years there would be an opportunity for your career to develop within AJ Bell. If you really impress during the first two years there will be an opportunity for you to pursue your career in their Finance Department with further study of CIMA / ACCA or develop your technical knowledge within their Operational Finance team with the completion of the Investment Operations Certificate (IOC).

You may have experience of the following: Financial Services, Office Administration, School Leaver, Entry Level, Trainee Accountant, Operational Finance, Financial Services Career, Training Contract, etc.

This vacancy is being advertised by Easy Web Recruitment, the UK`s leading Online Recruitment Agency. The services advertised by Easy Web Recruitment are those of an employment agency. No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications