Financial Services Administrator Level 3

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

To get in touch, call us on 01332 345 450

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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.

Learner Outcomes

The financial services sector and its regulation and ethics are covered in one unit. For the other unit, the learner may choose to study either office administration or pensions administration. Both pathways cover the key product types and principles and processes in their effective and compliant administration.
As part of the compulsory unit the learner will cover: Financial Services and Customer Requirements; Investments and Loan Repayments; The UK Financial Industry and the Role of Government; Legal Principles, UK Taxation and State Benefits and Financial Services and Legislation and FCA Rules and Measures.

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’s next?

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 onto the next CII qualification: Finance Adviser Level 4.

Future job roles

  • Senior Administrator
  • Paraplanner
  • Financial Adviser
  • Mortgage Adviser

Assessment

Learners will be assessed through an on-programme and an End-Point Assessment. As they study towards the qualification, they will also gain off-the-job training and maintain a training file in line with the employer’s performance management process. Apprentices must achieve Level 2 English and Mathematics.

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

01332 345 450


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