BETA This is a new service – your feedback will help us to improve it.

Investment operations administrator

Providing operational and administrative support in investment management teams.

Summary of this apprenticeship standard

Level

2 (equivalent to GCSEs at grades A* to C)

Typical length
12 months
Current funding band
Up to £5,000 per apprentice.
More information about funding
Entry requirements

Set by employer.

What apprentices will learn
  • purpose and structure of the financial services industry
  • legal, regulatory and corporate risk obligations
  • systems, tools and processes that are required to carry out their role
  • client service and relationships
Qualifications

None specified.

Before taking their end-point assessment, apprentices must:

  • achieve level 1 English and maths (equivalent to GCSEs at grades D to G)
  • take the test for level 2 English and maths (equivalent to GCSEs at grades A* to C)
Professional registration

This apprenticeship puts the apprentice on the pathway towards professional membership of the Chartered Institute of Securities and Investment (CISI).

End Point Assessment
View a list of end point assessment organisations for this standard
Organisation Phone Number Email
NOCN 0114 227 0500
DSW Consulting 01302 760 008
City and Guilds 0844 543 0000
More Information

The Institute for Apprenticeships has more detailed information about this apprenticeship.