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Job Details

Closing Date
14/01/2022 23:59
Leeds (Head Office)
26 November 2021

Operations Student Placement (12 month FTC)

An exciting opportunity has arisen for two undergraduate sandwich course students to join our Operations Team on a 12-month work experience placement at our head office in Leeds, starting on the 11th July 2022.

Our Firm’s Vision is to be the most trusted independent provider of personal investment services. Our Mission is to provide excellent personal investment services that enhance clients’ wealth, and our values of Excellence, Integrity, Respect, Responsibility and Teamwork reflect this and are at the heart of all we do. If these values and behaviours resonate with you and you would like to gain experience working for an award-winning firm, then we would love to hear from you.

The roles
The successful candidates will gain an insight of what it is like to work in the financial industry and an understanding of the inner workings of an award-winning Investment Management and Stockbroker firm by supporting our Operations department.

Working across the following Operations teams; Data Management, Transfers and Settlements, you will ensure that each team functions effectively and efficiently, by providing administration support and actioning internal enquires from the wider firm.

You will be responsible for a variety of tasks including opening and maintaining client’s records, facilitating the movement and delivery of assets, checking sold transfers, and delivering certificates to market as well as liaising with our office network and custodians to ensure all actions are correct.

What you will gain
We want to provide our placements with an opportunity to gain excellent, industry relevant experience and knowledge to kickstart their future careers. The year you spend with us will provide you with the foundations to make a real mark within the finance industry, by gaining an understanding of the activities that underpin the work we do but you also have the option to take the first module of the L3 Investment Operations Certificate, Introduction to Securities and Investments.  

Applicants should be studying for a related degree and have previous experience of working within a team. Good knowledge of Microsoft Office and general technological confidence is also a must. Academic qualification requirements are 3 A Levels at grade A-C and 5 GCSEs including Maths and English at grades A-C or equivalent.

The working hours are 37.5 hours a week, Monday to Friday 8.30am to 5.00pm.

Benefits include:
25 days holiday plus bank holidays; discretionary bonus payable in April; contributory pension; private medical care; cycle to work scheme. In addition to many other discounts and benefits.  

If you are keen on pursuing a career in financial services and looking to gain experience, please send your CV across before the 14th January 2022. Applications will be reviewed after the closing date. If we think you have what we are looking for we will invite you for an interview. 

For any further information please contact the team at interview.  For any further information please contact

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