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Financial Services Apprenticeship

Financial Services Administrator Level 3

Due to an increase in taxes and inflation, people are looking at smarter ways to manage their money, invest and increase their wealth. In addition, due to recent changes, organisations require more administrative support in order to provide an efficient, high quality and compliant service to their clients.

This Financial Services Administrator Level 3 apprenticeship gives you an ideal starting point, and an in-depth, holistic insight into the finance industry. You will cover the basic and additional skills needed to confidently fulfil this role and it will give you the foundation needed to leap into a range of professional financial roles and gain further professional qualifications.

At a glance

Relevant to

Individuals in customer service or complaints handler roles

Entry requirements

Maths and English level 2

Apprenticeship

Type

Apprenticeship

Standard

Financial Services Administrator Level 3 (CII qualification)

Level 3

Level

Level 3

Format/Modality

Blended learning delivery

Duration

15 months + 3 month EPA

England

Geography

England

Cost

£12,000, Levy funded

Contextualisation available

Yes

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Programme outcomes

For employers

This apprenticeship will allow organisations to create a progression route for their employees, leading to greater retention of staff as well as a culture of development and investment in their overall skill set of the business. This qualification will enable employees to confidently undertake an administration role in a finance environment, with an understanding of new and existing regulation.

For learners

On completion of this apprenticeship, you will be able to thrive as a Financial Services Administrator, with an understanding of key product types and principles and processes in their effective and compliant administration. You will also have an in depth understanding of UK Taxation and State Benefits and Financial Services and Legislation and FCA Rules and Measures, setting you up a for a career within the finance industry.

Financial services header hero

Learning journey overview

Building on your existing skills and experience, during this apprenticeship you will:

  • Fiancial services
  • Customer requirements
  • The role of government

  • Legal principles
  • UK taxation and legislation
  • FCA rules and measures

  • Life and health protection
  • Mortgages
  • Investments

  • Work-based project
  • Portfolio submission
  • Interview and panel review

Programme features

  • Immersive workshops and sessions
  • Regular development meetings with expert Coach or Trainer
  • Evidence workplace tasks to prove skills and behaviour
  • Maths and English Level 2 (if not already obtained)

Chartered Insurance Institute (CII) Partnership

The CII is a professional body dedicated to building trust in the insurance and financial planning profession. We partner with them to provide high quality learning, key skills development, and industry recognised qualifications.

Want more information? Download the programme overview here Download

What our learners have to say

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My tutor couldn't have been more helpful, she was so supportive and provided me with all the help I could have wished for

Financial Services Administrator Level 3 Learner

Excellence in numbers

Delivering meaningful outcomes

Trust your professional development to the experts. We're proud to help upskill thousands of professionals every year and support businesses in building the talent pipelines of tomorrow.

100%

100% of our Financial Services Administrator apprentices passed their EPA for academic year 2020/21

20%

71% of our Financial Services Services Administrator apprentices received a distinction at EPA for academic year 2020/21

95%

Workshop delivery for our Financial Services Administrator programme received a CSAT score of 95% during academic year 2020/21

Supercharge your financial services career

  • Enriched and interactive learning resources
  • Develop professional excellence and personal confidence and capability
  • Access to industry experts
  • Benefit from 1:1 coaching and mentoring throughout
  • Fully blended delivery model for learning that suits you
  • Become a member of the UK's largest community of apprentices
Ready to get started? Enquire about this programme today Let's go!

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