Investment Operations Apprentice, SEI

• 2 A-levels (or equivalent)
• Maths & English GCSE A*-C or 9-5 (or equivalent)
• Be available to join us in September 2025

Desirable

• You will complete an Investment Operations Technician Level 3 Apprenticeship
• Gain a professional qualification during your first year on the job to give you the knowledge and skills needed to succeed - the CISI – Investment Operations Certificate (IOC)
• Obtain hands on experience on your path to success
• As a member of our 2 year Apprenticeship Programme, you’ll follow a defined path that includes rotations across our Operations Teams. Our Operations Teams are the backbone of the SEI Wealth Platform, performing vital tasks to ensure our clients’ goals are reached
• ROTATION PLAN: Explore Operations by working across a number of teams during your 2 year programme
• TRAINING: We don’t expect you to join and know everything about what we do straight away. You will receive full training and support with the help of our industry experts and online learning portal
• MENTORSHIP: A mentor will support and guide you through your time at SEI
• THOUGHTFUL CAREER MANAGEMENT: You’ll receive regular feedback from your manager and training provider to help you through your Apprenticeship
• Off-the-job training will be an average of 6 hours per week
• You’ll be contributing to one-of-a-kind technology and services that are revolutionising the way wealth management firms run their entire business. End clients, firms’ users and SEI users are now doing business on our single platform, which offers a level of transparency, insight and control not previously seen in our industry

• Financial Protection: Includes a non-contributory pension plan, group life assurance, group income protection, employee discounts, season ticket loan, employee stock purchase plan, and leisure travel insurance.
• Health and Wellness: Fully funded medical insurance and annual full-body health assessment, dental insurance, health cash plan, medical second opinion service, cycle to work scheme and eyecare vouchers.
• Employee Assistance Programme: Work/life support that provides telephone counselling, face-to-face sessions, health and well-being advisory services, and bereavement counselling and probate helpline.
• Professional Development: Includes financial reimbursement for business-related courses, certifications, seminars, and continuing education.
• Leave Benefits: Covers annual leave which increases with tenure, enhanced parental leave (maternity leave, paternity leave, adoption leave, shared parental leave), charity days, military leave, and time off for training.

SEI provides technology and investment solutions for the financial services industry by offering services like investment processing and operations management. The company oversees around $1.5T in assets, helping clients make smart financial decisions.