Investment Operations Apprentice

SEI Investments Company; London; On-site; GBP 22,000 - 32,000; Full time

Job summary

Join a forward-thinking company as an apprentice in investment operations, where you will gain hands-on experience and a professional qualification. This role offers a unique opportunity to rotate across various operations teams, supported by mentorship and training from industry experts. You'll be part of a dynamic team that is revolutionizing wealth management through innovative technology. With a strong focus on employee well-being, this company provides a supportive environment that encourages growth and collaboration. If you are curious, adaptable, and eager to learn, this apprenticeship could be the perfect start to your career in finance.

Benefits

Comprehensive care for physical and mental well-being

Strong pension plan

Tuition reimbursement

Hybrid working environment

Work-life balance

Private medical care

Access to GPs online

Enhanced family leave

Volunteer days

Free fruit

Qualifications

• Completion of an Investment Operations Technician Level 3 Apprenticeship.
• Professional qualification in Investment Operations Certificate (IOC).

Responsibilities

• Gain hands-on experience through rotations across Operations Teams.
• Receive full training and support from industry experts.

Skills

Self-motivation

Organisational skills

Communication skills

Collaborative skills

Innovative thinking

Creative thinking

Adaptability

Curiosity

Education

2 A-levels (or equivalent)

Maths & English GCSE A*-C or 9-5 (or equivalent)

Job description

SEI creates and provides innovative, comprehensive solutions for creating and managing wealth. We are a leading global provider of institutional and private client wealth management solutions. This includes asset management, investment processing and investment operations.

The SEI Wealth Platform (SWP) is an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support.

What you will do:

• You will complete an Investment Operations Technician Level 3 Apprenticeship.
• Gain a professional qualification during your first year on the job to give you the knowledge and skills needed to succeed - the CISI – Investment Operations Certificate (IOC).
• Obtain hands-on experience on your path to success.
• As a member of our 2-year Apprenticeship Programme, you’ll follow a defined path that includes rotations across our Operations Teams. Our Operations Teams are the backbone of the SEI Wealth Platform, performing vital tasks to ensure our clients’ goals are reached.
• ROTATION PLAN: Explore Operations by working across a number of teams during your 2-year programme.
• TRAINING: We don’t expect you to join and know everything about what we do straight away. You will receive full training and support with the help of our industry experts and online learning portal.
• MENTORSHIP: A mentor will support and guide you through your time at SEI.
• THOUGHTFUL CAREER MANAGEMENT: You’ll receive regular feedback from your manager and training provider to help you through your Apprenticeship.
• Off-the-job training will be an average of 6 hours per week.
• You’ll be contributing to one-of-a-kind technology and services that are revolutionising the way wealth management firms run their entire business. End clients, firms’ users and SEI users are now doing business on our single platform, which offers a level of transparency, insight and control not previously seen in our industry.

What we need from you:

• 2 A-levels (or equivalent).
• Maths & English GCSE A*-C or 9-5 (or equivalent).
• Be available to join us in September 2025.

What we would like from you:

• We look for energy, curiosity and an aptitude for learning.
• Excellent self-motivation & organisational skills.
• Good communication skills & the ability to work collaboratively.
• Innovative and creative thinking.
• Adaptability & enthusiasm. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information: SEI Website.

SEI’s competitive advantage:

To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.

We are a technology and asset management company delivering on our promise of building brave futures (SM) —for our clients, our communities, and ourselves. Come build your brave future at SEI.

SEI is an Equal Opportunity Employer and so much more…

After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.

SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).