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Investment operations administrator

Providing operational and administrative support in investment management teams.

Summary of this apprenticeship standard


2 (equivalent to GCSEs at grades A* to C)

Typical length
12 months
Current funding band
Up to £5,000 per apprentice.
More information about funding
Entry requirements

Set by employer.

What apprentices will learn
  • purpose and structure of the financial services industry
  • legal, regulatory and corporate risk obligations
  • systems, tools and processes that are required to carry out their role
  • client service and relationships

None specified.

Before taking their end-point assessment, apprentices must:

  • achieve level 1 English and maths (equivalent to GCSEs at grades D to G)
  • take the test for level 2 English and maths (equivalent to GCSEs at grades A* to C)
Professional registration

This apprenticeship puts the apprentice on the pathway towards professional membership of the Chartered Institute of Securities and Investment (CISI).


End Point Assessment

View a list of end point assessment organisations for this standard
Organisation Phone Number Email
City and Guilds 0844 543 0000
DSW Consulting 01302 760 008
NOCN 0114 227 0500