Investment Operations Specialist Apprentice - Edinburgh

Help us empower our people and Help Britain Prosper

At Lloyds Banking Group, we are passionate about delivering high-quality apprenticeship experiences to support everyone to realise their full potential.

This is an opportunity to learn skills, gain a qualification and earn a salary, all while playing a meaningful role in shaping finance as force for good.

In Insurance, Pensions & Investment (IP&I), we are focussed on our transformation journey, to deliver huge improvements for customers and our people. Whether customers are dealing with us direct or through an intermediary, we bring our best, so that they can be confident they’ve got all bases covered both today and for tomorrow. We help customers become more financially resilient, whilst improving profitability and driving real growth and value for our shareholders.

What you’ll learn

As an Investment Operations Specialist apprentice, you’ll build strong fundamental knowledge across a wide variety of products, services and their regulatory frameworks. You’ll learn the fundamentals of how the investment market works in practice, with insights into the processes that determine effective risk management.

With learning that clicks into your role from day one, you’ll become familiar with a range of investment instruments. From investment management and consulting to trading and reporting, you’ll gain the high-level knowledge and skills you need to succeed.

Your apprenticeship will take around 18 months to complete and will cover key areas such as:

• Understanding of the Financial Services regulatory framework and ethics

• Valuation of complex investment portfolios

• Preparation of investment performance reports for clients and investment managers

• Preparation of management reports for internal review

• Resolving complex issues within and across departments.

As part of your apprenticeship, we’ll support your study to complete an investments professional qualification.

Why Lloyds Banking Group?

Join us and, as well as making a difference to customers, you’ll enjoy a fulfilling career where you’re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities – you’ll find them all here.

What you’ll need

• National 5 (or equivalent) at grade A-C in both Maths and English

• PLUS -  3 Highers (or equivalent) at grade A-C.

These grades can be predicted, but any offer made to you will be conditional upon successful achievement of these qualifications.

•  You’ll need to be at least 18 years old by the 28th February 2026.

Whilst we welcome candidates who have a degree, this cannot be in a field related to the apprenticeship due to a crossover in learning. We’ll request a copy of your degree module transcript to review if your degree may contain prior learning.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it’s why we especially welcome applications from under-represented groups.

Important information

Due to Home Office requirements regarding Skilled Workers, we’re unable to accept applications for visa sponsorship for our apprenticeship roles as the proposed salary for the role does not meet the minimum threshold – if this situation applies to you, please consider looking for other vacancies which may be more suitable.

Salary

You will join us on a fixed apprenticeship salary where you’ll be eligible for annual pay reviews. Upon successful completion of the apprenticeship, your salary will be increased in line with the grade and pay range for your role.

We also offer a wide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%

• An annual bonus award, subject to Group performance

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 22 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies.

If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you.

Closing date

The closing date to apply for this opportunity is Sunday, 19 January 2025.

Our roles generate a lot of interest and occasionally we need close for applications earlier than originally advertised. If you think working with us could be right for you, please apply now and see where an apprenticeship with us can take you!  

If you have any queries regarding the recruitment process, please email lloydsbankinggroup@cappfinity.com

A member of our team will be happy to help and will reply within 3 working days (Monday – Friday).

Please note that other LBG recruitment mailboxes are unable to answer questions related to apprenticeship recruitment.