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Level 2 Financial Apprenticeship - Platform Dealing

  • Job reference DST/TP/57366/12412
  • Job type Full Time
  • Sector Apprenticeship
  • Location Basildon
This vacancy has now expired.

A fantastic opportunity to join one of the largest employers in Essex! Join us as an Apprentice with full training and support from day one!

SS&C (DST) offers a fully paid Apprenticeship leading to Level 2 in 'Investment Operations' and the first paper of the globally recognised IOC qualification! All training is via E -Portfolios/webinar/on the job. No attendance at college is needed and you will be amongst many other current and former Apprentices, so with great support!

Upon successful completion of your Apprenticeship an internal development scheme awaits you at SS&C (DST), and with it, the ability to climb the career ladder further!


  • Fully paid training and qualifications
  • Contributory pension scheme
  • Life Assurance (4 x salary)
  • Single person healthcare
  • Flex benefits scheme
  • Discount scheme
  • Sports and Social membership
  • On-site canteen
  • Free on-site parking

Main Responsibilities

‚ÄčThis apprenticeship opportunity is in our Basildon office and sits within our Platform Dealing team.

  • Complete work in work queues. To process work received in work queues within SLA's for allocated Management companies and any additional work is completed within guidelines set by Team Leader.
  • Responding to queries. Ensure that all queries and e-mails are responded to in a timely manner.
  • Answering referred work. Ensure work is correct and that all responses given for referred work are clear, unambiguous and answered in good time.
  • Compliance samples and projects. Ensure that any work delegated by Team Leader and/or Line Manager is completed to deadlines set.
  • Escalation. Ensure that any work outside SLA or any error found or made is reported to team leader. Ensure that any serious errors are reported to line manager in line with the published escalation process.
  • Training and Development. Take responsibility for own development and provide manager with details of any training required. Ensure that annual regulatory training is completed.
  • Workware/RTM. Ensure that daily timesheets are completed accurately.
  • Completing of daily report packs. Ensure that checklists for allocated Management Companies are completed accurately and on-time.
  • Assisting other areas. Ensure that Team Leader is aware if own allocated work is light so additional work can be provided. Be willing to assist in other areas / teams as required.

Ideal Candidate

  • Essential - GCSE grade C/4 or above in both Mathematics and English Language
  • Good general computer skills including basic Word, Excel and email (plus any experience of using an in-house database is a bonus)
  • The ability to work to daily/weekly deadlines and follow strict processes
  • Strong accuracy and attention to detail
  • Good communication skills
  • Above all the desire to learn and an eagerness to begin a career in the financial services sector!
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