Official Specifications
Role Overview & Mandate
Executive Summary
SEI creates and provides innovative, comprehensive solutions for creating and managing wealth. We are a leading global provider of institutional and...
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SEI creates and provides innovative, comprehensive solutions for creating and managing wealth. We are a leading global provider of institutional and private client wealth management solutions. This includes asset management, investment processing and investment operations.
The SEI Wealth Platform (SWP) is an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support.
What you will do:
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.
ROTATION PLAN: 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.
TRAINING: We don’t expect you to join and know everything about what we do straight away. You will receive full training and support for your day to day tasks and also to assist you in completing your required training with the help of your mentor, our industry experts and the online learning portal. Off-the-job training will be an average of 6 hours per week.
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.
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.
What we need from you:
2 A-levels (or equivalent)
Maths & English GCSE A*-C or 9-5 (or equivalent)
Be available to join us in September 2023
What we would like from you:
We look for energy, curiosity and an aptitude for learning
Excellent self-motivation & organisational skills
Good communication skills & the ability to work collaboratively
Innovative and creative thinking
Adaptability & enthusiasm
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
SEI’s competitive advantage:
To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
We are a technology and asset management company delivering on our promise of building brave futures ( SM) —for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.
SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).
The SEI Wealth Platform (SWP) is an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support.
What you will do:
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.
ROTATION PLAN: 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.
TRAINING: We don’t expect you to join and know everything about what we do straight away. You will receive full training and support for your day to day tasks and also to assist you in completing your required training with the help of your mentor, our industry experts and the online learning portal. Off-the-job training will be an average of 6 hours per week.
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.
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.
What we need from you:
2 A-levels (or equivalent)
Maths & English GCSE A*-C or 9-5 (or equivalent)
Be available to join us in September 2023
What we would like from you:
We look for energy, curiosity and an aptitude for learning
Excellent self-motivation & organisational skills
Good communication skills & the ability to work collaboratively
Innovative and creative thinking
Adaptability & enthusiasm
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com/
SEI’s competitive advantage:
To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
We are a technology and asset management company delivering on our promise of building brave futures ( SM) —for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer and so much more…
After over 50 years, SEI remains a leading global provider of investment management, investment processing and investment operations solutions. Reflecting our experience within financial services and financial technology our UK office is based between the City of London and the growing technology hub of Shoreditch. The open plan nature of our office space, flowing lines and numerous art installations are designed to encourage innovation and creativity in our workforce. We recognise that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.
SEI Investments (Europe) Ltd (‘SIEL’) is authorised and regulated by the Financial Conduct Authority (FRN 191713).
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