Level 3Advanced · A-Level equivalent
Investment operations technician
Supporting teams that carry out investment transactions on behalf of individuals or organisations.
Typical duration
1y 6m
Training funded
up to £9,000
Route
Legal, finance and accounting
Standard ref
ST0181
Role overview
An investment operations technician works behind the scenes in financial services, keeping investment transactions running smoothly and accurately. Apprentices process trades, reconcile accounts, and handle client instructions for firms such as banks, asset managers, and pension providers. This role builds a strong foundation for careers in fund administration, custody, compliance, or broader financial operations.
Careers this apprenticeship leads to
Salary progression, top employers and day-to-day reality for the roles this standard prepares you for.
Career profile
Payroll Officers and Wages Clerks
Apprenticeship routeCareer profile
Insurance Broker
Apprenticeship routeCareer profile
Accounting Technician
Apprenticeship routeCareer profile
Forensic Accountant
Career profile
Revenue Protection Officer
Career profile
Debt, Rent and Other Cash Collectors
Career profile
Credit Analyst
Career profile
Financial Accountant (Qualified)