Course description
Investment Operations Administrator Apprenticeship
An Investment Operations Administrator works in the administrative areas of businesses in the financial services sector that engage in investment management, trading and reporting activities. This is a fast-paced environment that operates under tight regulations and compliance laws. A knowledge of regulatory requirements and the processes involved in the delivery of investment products, is crucial.
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Upcoming start dates
Suitability - Who should attend?
Set by individual employers, but typically includes:
- A minimum of 5 GCSE’s grade C or above
You must be in a role relevant to this programme to be eligible to apply.* Applicants will be asked to provide evidence of current English and Maths qualifications during the application process
Training Course Content
- Essential workplace rights, responsibilities and expectations
- Regulatory and Compliance
- Personal Development
- Honesty, Integrity & Adaptability
- Service Delivery, Client Service & Enthusiasm
- Communication
- Teamworking & Collaboration
- Products, Systems and Processes
Course delivery details
- Regular meetings with your coach to discuss you progress and help you set personal stretching goals
- Resources that includes videos, e-text and case studies delivered on the BPP Virtual Learning Platform. You are asked to complete a work-based activity for each module to apply what you have learned
- 4 hours per week for learners to review online content and complete tasks for each module
Continuing Studies
- Upon completion, you can apply for the Investment Operations Technician Level 3 programme (subject to your job role)
- Further career progression through work experience