Farnborough College of Technology
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About

About this course

Investment Operations Support staff work within the operational and administrative areas of businesses in the Financial Services sector that engage in investment management, trading and reporting activities. The support structure underpinning these activities is substantial and varied, with a domestic and global client base of institutional and retail clients that include private individuals, small businesses, collective investment schemes, pension funds, charities, corporations and governments.

The Role:

This role typically sits within the Operations areas of stock exchanges, stockbrokers, investment managers, banks, financial advice and wealth management firms, investment consulting and investment administration businesses. A fully competent employee at this level will be capable of performing routine, non-complex tasks in these businesses.

Typical activities that may be carried out by a fully competent employee include, but are not limited to:

  • Reconciliation of investment records
  • Data entry
  • Investigating missing or inaccurate data
  • Compliance and money laundering checks
  • Researching information towards investigative activities and projects
  • Processing correspondence

 

Contact Us

If you have any questions about this course then please contact us by phone on 01252 40 55 55 or message us.

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Studies include

What modules are covered?

What does this apprenticeship cover?

  • The apprenticeship is made up of Knowledge, Skills and Behaviours
  • Knowledge is taught within college, one day every two weeks.
  • Skills are taught within the work place. You will need to generate a portfolio of evidence to demonstrate the following skills: service delivery, communication, team working & collaboration, ownership & initiative and personal development. You will be allocated a work-bawsed assessor to support you with this.
  • You will be taught about expected behaviours for the industry and general employment.
  • Functional skills English and Maths Level 1 qualifications
  • End point assessmnet is the final stage of your apptenticeship and you must pass this to achieve your apprenticeship. It is the chnace to show the skills, knowledge and behaviours you have gained throughout your apprenticeship.

Find out more about the new standard, click on the link:

https://www.instituteforapprenticeships.org/apprenticeship-standards/investment-operations-administrator/

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Progression

What Next?

 

On completion of this apprenticeship, the employee will be fully competent in the role and this will form the foundation of a career in the sector. Depending on career opportunities offered by the employer, there is scope to progress to the Level 3 Apprenticeship where the qualifications available can lead to professional body membership.

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Entry Requirements

What previous qualifications and experience will I need?

Minimum of 4 GCSE grades A* - D or 3 - 9 to include English and maths.

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