Apprenticeship Standard: Level 4 Investment Operations Specialist Department: Client Group Salary: £27,000 pa plus benefits Start date: 7 th September 2026
Location: City of London, London
Programme Overview:
Schroders’ two-year apprenticeship programmes give school and college leavers a hands-on introduction to investment management and the opportunity to develop key skills, gain professional qualifications and build an industry network. We have a wide range of opportunities across our business.
Investment20/20
You will join as an apprentice as part of the Investment20/20 programme . You will have opportunities to meet and network with apprentices across the industry, as well as participate in technical skills training, socials and insight events.
The Team
On this programme, you’ll be part of the Schroders UK Client Group. You will get hands-on experience within your specific team, as well as working towards a professional qualification (Level 4 apprenticeship).
The UK Client Group is a dedicated team of professions that work collaboratively to ensure that Schroders delivers a seamless and tailored service to our clients. The team is made up of experts from across the organisation, including Sales, Business Development and Client Service. By working together, the Client Group drives collaboration and a deep understanding of our clients’ needs, which allows us to provide them with the best possible investment solutions. The Client Group ensures that clients receive a consistent and high-quality experience, delivering the best of Schroders to our clients.
What you’ll do
You’ll be working alongside a specific team for the duration of your apprenticeship, this could be within Pensions, Insurance, Wealth, Client Service, or Consultant Relations. More information will be provided on the specific teams during the selection stage of the interview process. As an apprentice you will spend 20% of time on qualification and 80% on collaboration. You will need to understand the needs of the team, the team’s client base and deliver a high-quality service.
- Learn About the UK Client Base: Develop a solid understanding of the UK client base and client segments, including key products, services, and capabilities offered.
- Client Relationship Development: Assist in building and nurturing client relationships, attending events and engagements where required. Address client queries promptly and professionally via email and phone.
- Sales Support: Provide support to the sales team in their initiatives and activities aimed at marketing our services and capabilities to clients.
- Data Understanding and Collaboration: Gain insights into client data and collaborate with various teams, such as legal and operations, to effectively support client needs.
- Internal Query Management: Manage and respond to internal queries in a timely and professional manner, ensuring effective communication across the organisation.
Who we’re looking for
- Are living in England and have been ordinarily resident in the UK for at least three years prior to the apprenticeship start date
- Will be aged 18 or over by the relevant intake start date
- Are a recent school or college leaver (A-levels, BTECs or equivalent), or are unsure whether university is the right path for you
- Are not enrolled in another government-funded apprenticeship or further education programme when you start with us
- Are ambitious and enthusiastic, eager to learn about the industry
- Flexible with a keen eye for detail and good IT skills.
- Natural flair for developing relationships and an entrepreneurial mindset.
Qualifications required:
- A-levels (or equivalent) in any subjects – no minimum UCAS points required.
- Level 2 in both English and Maths (GCSE grade 9-4 or equivalent) for those undertaking a level 3 or higher apprenticeship.
Skills that will help:
- Flexible approach and willingness to engage in various tasks and projects.
- Attention to detail and accuracy.
- Numerate with a problem-solving mindset.
- Experience in providing excellent customer service is beneficial. Strong communication skills
Ultimately, we can teach what you need to know about the job we just need you to bring your drive, passion and enthusiasm to make the most of the opportunity to start building your career.
Recruitment process
1. Online application form and CV
2. Online assessments
3. Online video interview
4. Assessment centre
For more information about the Recruitment process and our programmes, please visit Apprenticeship enquiries
Please note we recruit on a rolling basis so recommend you apply early.
Please only apply for one school leaver role .
We encourage candidates to carefully review the available school leaver opportunities and select the one that best matches their interests and skills before submitting an application. Applying to multiple programmes may delay the recruitment process and could result in your applications being withdrawn. If you are unsure which role is the best fit, we recommend reading each job description thoroughly and reaching out if you have any questions before applying.
We're looking for the best, whoever they are
Diversity is at the heart of our culture. We strive to ensure inclusion at every level, to ensure that our actions match our words, and that our culture of belonging defines how we do business. We are an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.
Reasonable Adjustments
If you require reasonable adjustments to complete the online test or video interview, including additional time, please contact . Please note that a maximum of 25% extra time can be provided for the online test, if appropriate.
Technical Issues
If you experience any technical issues, please email and provide details of your query.
Extension to Deadline
Please endeavour to complete the video interview within the 7-day window. Extensions are discretionary and may not always be possible due to recruitment timelines.
