2027 Apprenticeship - Asset Management - London

About the role

Join a four-year apprenticeship in an Asset Management business. Gain practical experience supporting client-related activities, producing performance and risk reports, and learning about the industry, firm, culture, and strategy. Progress through investment operations and financial services qualifications, with potential CFA Level I and a BSc (Honors) degree.

Responsibilities

• Coordinate and facilitate client-related activities to support a high-quality client experience.
• Use innovative approaches to identify and respond to client needs.
• Generate performance and risk reports.
• Build knowledge of the industry, culture, and business strategy.
• Participate in day-to-day operations while learning from experienced colleagues.

Program Structure

• The apprenticeship lasts four years and combines workplace experience with formal development.
• Begin with a Level 4 Investment Operations Specialist apprenticeship.
• Progress to a Level 6 Financial Services Professional apprenticeship after completing the first stage.
• In the final stage, you can obtain CFA Level I.
• There is potential to gain a BSc (Honors) degree.

Requirements

• Complete A-levels or equivalent between September 2025 and September 2027.
• Achieve ABB at A-level or equivalent.
• Achieve GCSE English Language at Level 5 or equivalent.
• Achieve GCSE Mathematics at Level 6 or equivalent.
• Demonstrate hard-working, trustworthy, dedicated, and collaborative values.
• Show responsible and experimental use of AI to improve outcomes and efficiency.

Candidate Profile

• Be motivated to work in a demanding business with tight deadlines.
• Have an interest in asset management and the financial industry.
• Be curious, willing to learn, and comfortable with challenges.
• Demonstrate achievements that reflect the skills sought by the business.