Financial Services Level 2 Apprenticeships

Gain essential skills and qualifications in this exciting and prestigious industry.

Enter your details and we’ll get in touch, alternatively,
you can call us on 01332 613 688

The level 2 apprenticeship is an ideal stepping stone for those looking to start in the financial services industry, or those already in employment who are looking to strengthen their skills to advance their career.

With the apprenticeship, you will gain first-hand experience within a range of financial service industry sub-sectors, including insurance, mortgage advice, and financial administration.

What will I be doing?

While completing your qualification, you will learn essential skills and an understanding of the financial services industry, which you can then practise during a workplace setting. Some of the responsibilities you may have as a level 2 apprentice include:

  • Selling face to face and over the telephone
  • Building effective and lasting relationships with clients
  • Contributing to reports to assist financial planning
  • Providing information and reliable customer service


What qualifications will I get?

Completing this apprenticeship will result in you attaining the following the Level 2 NVQ Certificate in Providing Financial Services, and also Functional Skills in maths (Level 1) and English (Level 2) if required.

You will also achieve a City & Guilds Level 2 Certificate in Customer Service, and one of the following, depending on your chosen career pathway:

  • FA1 Certificate in Financial Administration (FA1)
  • CII Certificate in Insurance (IF1)
  • IFS Certificate in Mortgage Advice and Practice (CeMAP 1)

What are the entry requirements?

Financial Services Level 2 does not require any formal qualifications to enrol. However, it is essential that candidates are motivated, reliable and prepared to use their initiative.


What can I do afterwards?

The qualifications are designed for those who work or want to work within banks and building societies, customer service and insurance organisations where their role will involve providing financial services.

The level 2 can also be an ideal path to becoming an insurance broker or technician, as well as a mortgage advisor depending on the career pathway you choose. If you wish to further increase your knowledge and understanding, then you may want to complete the more advanced Financial Services Level 3.

Enter your details and we’ll get in touch, alternatively, you can call us on

01332 613 688

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