Summary
RBC Brewin Dolphin, one of the UK’s leading Wealth Management services, is offering exciting apprentice opportunities within their Operation Departments. This is great opportunity for school leavers that want to pursue a careers in financial services, gaining work experience whilst working towards professional qualifications.
Wage
£18,500 a year
Training course
Investment operations technician (level 3)
Hours
Monday - Friday. Shifts tbc.
35 hours a week
Possible start date
Monday 1 September
Duration
2 years
Positions available
6
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you’ll do at work
* Carry out all administrative duties where required in line with RBC Brewin Dolphin procedures
* Understand and adhere to Risk & Control Framework and Policy Framework specific to the role in Operations
* Ensure work is produced to a high level of accuracy and in a timely manner and to relevant SLAs (where defined) or Operations standards.
* Identify and highlight opportunities for simplification/innovation via continuous improvements in working practices, in conjunction with the Operations Change & Improvement team
* Support delivery of team plans via accurate recording of work in appropriate tools e.g. ActiveOps and ensuring Skills Matrix is reflective of current skillset
* Take ownership of your personal and professional development.
* Proactively contribute towards a positive employee engagement culture
* Help our clients thrive by providing excellent client service, delivering against expectations and keeping all stakeholders updated
* Act with integrity by ensuring client confidentiality at all times
Where you’ll work
32 Gallowgate
Newcastle upon Tyne
NE1 4SR
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
FITCH LEARNING LIMITED
Your training course
Investment operations technician (level 3)
Equal to A level
Course contents
* Service delivery: Capable of performing non- complex tasks to consistently high standards of client service, timeliness, accuracy and attention to detail. For example, ensures the timely preparation and accuracy of computerised cash position, valuation, and client reports; monitors and processes the timely allocation of investment income to client account; Ensures that client instructions relating to increasing or liquidating their investments are communicated and processed promptly. Manages own workload and adheres to agreed systems and processes. Meets required risk, regulatory and governance requirements.
* Communication: Demonstrates high quality written and verbal communication skills with both clients and colleagues. Builds and maintains good relationships with clients and counterparties. Handles everyday situations and issues that arise within the context of their job role. Ensures transactions arising from corporate actions are correctly communicated and allocated to client accounts.
* Team working & collaboration: Consistently supports colleagues and contributes towards making improvements and efficiencies. Aware of their role within the team, how their team fits within the business, and the impact of team decisions impacts on internal and external clients.
* Ownership & Initiative: Takes ownership for delivery in their area of responsibility. Finds ways to progress and resolve non-complex issues, adopting alternative approaches where appropriate. Escalates decisions and issues swiftly when necessary.
* Personal development: Participates proactively in planning and recording their development activities; responds positively to feedback from colleagues. Keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.
Your training plan
Level 3 Investment Operations Technician, for more details, visit:
You will also work towards the CISI Investment Operations Certificate.
Requirements
Essential qualifications
GCSE or equivalent in:
* English (grade 4 or above)
* Maths (grade 4 or above)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
* Communication skills
* IT skills
* Attention to detail
* Organisation skills
* Customer care skills
* Problem solving skills
* Presentation skills
* Administrative skills
* Number skills
* Analytical skills
* Logical
* Team working
* Initiative
Other requirements
The work is predominantly computer based, a basic to good understanding of Microsoft Office and other similar software would be a benefit but full training will be provided. The ideal candidate will be able to demonstrate passion and motivation for a career in financial services.