Financial Services Administrator Apprenticeship (Level 3)

The Financial Services Administrator Apprenticeship is ideal for learners beginning an entry level role in the financial sector and is perfect for both large and SME advice firms. Open to both new and existing employees of all ages, it provides the foundation knowledge, skills and experience for progression along several career paths.

Typical job roles for individuals studying this programme include Financial Services Administrator, Office Assistant and Customer Service roles.

Key Learning Outcomes:

• Broad understanding of the structure of the Financial Services market
• An understanding of the Financial Services regulatory framework, products & systems
• The importance of relationship building with clients and colleagues
• Understanding of processes and procedures relevant to the role
• How to develop commercial awareness
• Building skills and capabilities within an organisation

Support:

• The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.
• To help prepare the apprentice for their professional qualification, Apprentices are provided with a comprehensive resource package, alongside a structured study plan supported by revision sessions with our experienced tutors.
• Ensuring you choose the right training provider to complete your programme is important. As the largest training provider of financial qualifications in the UK, all Simply Academy apprentices have the assurance of studying with a reputable training provider with over 15 years’ experience within financial services.

Progression:

• This FS Admin apprenticeship provides the competencies which will be achieved as part of an introduction to the industry. These will be transferable across a number of career paths including Senior Administrator, Paraplanner, Financial Adviser or Mortgage Adviser.

Entry Requirements:

• Not be in full-time education.
• Work in a role that is relevant to their apprenticeship.
• Work enough paid hours each week to undertake sufficient training to achieve their apprenticeship.
• be new employees or current employees already working for you.
• Hold 5 GCSEs (A* to C or 9 to 5) or equivalent.
• Have level 2 GCSE English and Maths or equivalent.
• Have been a resident in the UK/EEA/EU for the last 3 years.