Financial Services Level 3 Apprenticeships

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

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Apprenticeships > Financial Services Apprenticeships > Financial Services Level 3

Following on from financial services level 2 apprenticeship, the level 3 apprenticeship builds upon your foundation of knowledge and skills to gain competency within the financial services sector. This qualification is designed for those looking to gain a specific focus in one of the key areas within financial services, gaining real world, on-the-job training along the way.

What will I be doing?

This apprenticeship will see you take on a large variety of tasks, some of which may include:

Supervising mortgage and financial planning admin systems and processes
Managing business relationships with clients
Selling face to face and over the telephone
Planning, allocating and monitoring advanced financial tasks in your area of expertise

What qualifications will I get?

Financial Services Level 3 should take approximately 12 months to complete. After completion, you will have completed a Level 3 NVQ Certificate in Providing Financial Services, and will have achieved one of the subsequent qualifications.

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?

As an advanced apprenticeship, Financial Services Level 3 is designed to follow on from Level 2. Previous experience in the sector is advantageous, but is not essential. However, you should be able to demonstrate good communication skills and a strong work ethic.

What can I do afterwards?

Completing the level 3 apprenticeship could lead to roles such as Financial Advice Administrator, Building Society Customer Advisor, Contact Centre Operator, and Financial Planner. However, your additional Mortgage advice qualifications could lead you into a position as a Mortgage Advisor.

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.