Degree Level Apprentice - Corporate Advice

Equiniti; Worthing; On-site; GBP 20,000 - 25,000; Full time

Job summary

A leading financial services provider in Worthing is seeking a motivated Apprentice to undertake a Financial Services Professional Apprenticeship. This role offers hands-on experience in a dynamic environment, allowing the apprentice to develop necessary skills and competencies. The position includes responsibilities such as project planning for corporate actions and building relationships with stakeholders, aiming for comprehensive development in Shareholder Services. Competitive benefits and educational support are provided.

Benefits

Equiniti Pension Plan

Employee Assistance Programme

Employee discounts

Flexible Benefits

29 days holiday + bank holidays

Qualifications

• Ability to provide high-quality service to clients and stakeholders.
• Capable of spotting gaps in processes and providing constructive feedback.
• Strong commitment to personal development and continuous learning.

Responsibilities

• Understand the structure of the Financial Services industry and UKSS's role.
• Project plan corporate action tasks in a confidential manner.
• Develop relationships with Issuers, advisors, and brokers.

Skills

Attention to detail

Verbal communication

Written communication

Collaboration

Proactive planning

Education

A Level in Mathematics

A Level in English

Job description

Management Level

I

Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries.
EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ.

Role Summary

We are seeking a motivated and enthusiastic Apprentice to undertake a Financial Services Professional Apprenticeship within Corporate Advice, a supportive and structured team surrounded by professional and likeminded colleagues that is part of UK Shareholder Services (“UKSS”). This role offers a unique opportunity to gain hands-on experience in a dynamic and fast-paced environment, while developing the skills necessary for a successful career in Shareholder Services. As the Apprentice develops during their course, they will become capable of performing complex and specialised activities, be fluent in the systems and processes of the UKSS area, and will understand the responsibilities of being a receiving agent in all corporate actions handled by the business, their aim will be to achieve training or supervisory responsibilities within their area of expertise.

Core Duties/Responsibilities

• To develop an understanding of the structure of the Financial Services industry and in particular the role and purpose of UKSS as registrar and receiving agent within the scope of Equiniti clients undertaking corporate action activity through capital re-organisations, acquisitions, disposals, funds raising transaction via placings, rights issue and open offer, return of funds though buybacks, tender offers etc; and how this role relates to other functions within the wider EQ group.
• To project plan from start to completion the underlying Corporate Action task in a confidential manner.
• To develop close and trusted relationships with Issuers, advisors and brokers and keep regular communication/liaison with them
• Follow a prescribed governance process to assist in providing a structured project plan which defines requirements to the Corporate Actions Operational team and any other relevant internal teams.
• Designing and being able to explain the timeline of a corporate action, factoring any regulatory, legal and market practice timelines and internal operational processing constraints.
• Gain understanding of the technical, investment and settlement characteristics of the overall corporate action and how it impacts share registers and the associated regulated nominee structures and any applicable employee share plans.
• Gain understanding on how an investment instrument or product is typically used within the industry and how it may meet specified client objectives.
• Learn how to be logical to support and fit within the wider business and the sector.
• Understands the types of risks that may arise through operational activities and how these risks can be mitigated.

Skills, Capabilities and Attributes

• To on board the skills to provide a high-quality service to clients, advisors and internal stakeholders, adhering to established timeframes, systems, and processes with the corporate action sphere. Pays close attention to accuracy, detail, and timeliness.
• Capability to spot a gap or incorrect process provided to them and to give feedback and evidence in a constructive manner that corrects and fulfils the process going forward.
• Capable of learning how to provide high quality written and verbal communication skills as appropriate for communicating with internal and external clients.
• Consistently supports colleagues and the wider business, collaborating to achieve results. Aware of their role within team, how their team fits within the business and how the team’s decisions impacts on others.
• Proactively plans and records their own development; seeks constructive feedback and incorporates within development plan; keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.
• Willing to accept changing priorities and work patterns when new jobs need to be done, or when requirements change.

Duration

This is a 4 year course which includes a day release during this period – the course being a Financial services professional (level 6) which achieves a BSc (Honors) degree in Finance Investment & Chartered Status with The London Institute of Banking and Finance - Financial Services Apprentice – Find an apprenticeship – GOV.UK

Location

This role is based at our Worthing Office.

Qualifications

A Level in Mathematics and English

What We Offer (UK ONLY)

Save For Your Future - Equiniti Pension Plan; EQ match your pension contributions up to 10%

All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.

Health and Wellbeing – Employee Assistance Programme

Employee discounts – Discounts and cashback at your favourite high street stores

Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan.

Time Off – Typically 29 days holiday + bank holidays. 2 volunteer days

Winning together – Equiniti ICON award vouchers

Learning & Development– LinkedIn Learning

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.