Financial Services Level 3 Apprenticeships

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

Enter your details and we’ll get in touch, alternatively,
you can call us on 01332 613 688

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.

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

01332 613 688

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