Finance Administration Apprenticeships

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

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The CII apprenticeship in financial administration is an ideal start to a career in finance, giving you valuable administrative experience.

As the largest deliverer of CII (Chartered Insurance Institute) qualifications in the UK, our support and guidance will help you progress through your qualifications while you gain real on-the-job experience.

The financial administration qualification gives you an ideal starting point, and an in-depth, holistic insight into the finance industry. This qualification will enable you to undertake an administration role in a finance environment, where you will build an essential foundation of financial knowledge and practical skills.

Units

On both level 2 and level 3 qualifications, you will have the choice between these two units:

CF1 – UK financial services, regulation & ethics
FA1 – Life office administration

However, depending on your role, you may choose to complete other finance-related qualifications when progressing to level 3, such as the CF6 Certificate in Mortgage Advice.

Responsibilities may include

Supporting financial advisors with administrative duties
Processing new business applications
Contributing to reports for financial planning
Providing informative and reliable customer service
Assessing and making use of financial information to reconcile accounts

Employers you could work with

Other examples of employers within the finance sector include Direct Line, Skipton Building Society, and NFU Mutual. Check out our current vacancies to see what’s available.

What are the entry requirements?

For Level 2 qualifications, many employers are looking for grades C or above in GCSE maths and English. The level 3 will require at least a year’s experience within the industry or a sufficient knowledge of finance.

Support you will gain

Throughout the course, you’ll receive expert support from a tutor with industry experience, with monthly visits to your workplace and support over phone and email. You will also receive phone and email contact from Babington to ensure you are receiving the best support possible.

What can I do afterwards?

The qualifications are designed for those who work or want to work in an administrative role within the finance sector, banks and building societies, however you can also progress into further CII qualifications to progress into roles such as Financial Advisor and Financial Paraplanner.

Doing the CII qualification will enable me to further my career and will broaden my job prospects for the future. My trainer is very supportive and makes me feel confident that I will succeed.

Georgia AttwoodCII apprentice - NFU mutual

Aside from all the administrative skills I picked up, I really feel like this apprenticeship has got me out of my shell. Before, I was very shy. At times, I even had trouble getting out of the house and going to the shop. But this apprenticeship has boosted my confidence massively after speaking to so many people over the phone including customers and insurers. I really feel like I can talk to anybody.

Jade HollowayCII Insurance Apprentice - Mercer and Jones Co. Ltd

I’ve certainly gained a lot of confidence through the CII qualification, as well as a wealth of background knowledge. I’ve learned more in depth about what the financial industry is all about through the apprenticeship, and have built more avenues and opportunities for myself going forwards.