Financial Services Administrator Level 3
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.
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.
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.
Sabita GratunikLevel 3 CII Apprenticeship Graduate
