Financial
Services
Apprenticeships
The UK’s leading Financial Services
Apprenticeship Provider
Build Your Future Workforce with Simply Academy
Simply Academy understands the challenges of sourcing and developing top talent in the Financial Services sector. Our Financial Services Apprenticeship Programmes are designed to help you build a skilled, motivated workforce that can meet the evolving demands of your business.
By partnering with Simply Academy, you can tap into a pool of highly-driven individuals who are eager to start their careers in the Financial Services industry. Our apprenticeship programmes combine hands-on training with nationally-recognised qualifications, ensuring that your apprentices develop both the practical experience and the technical knowledge needed to thrive in roles such as mortgage advisers, financial planners, and insurance specialists.
This structured approach to training allows you to mould apprentices into the exact type of professionals your business needs, while benefiting from Government funding and incentives. With Simply Academy’s expert guidance and support, your apprentices will gain the skills to provide exceptional service to your clients, while also adhering to industry regulations and best practices.
Simply Academy Financial Services Apprenticeship Programmes offer a cost-effective, sustainable solution for developing a team of well-rounded, qualified Financial Services professionals.
If you're ready to invest in the future of your business and create a pipeline of qualified talent, Simply Academy’s apprenticeship programmes provide the ideal foundation to your company’s growth and long-term success.
Our Apprenticeship Training Programmes
Simply Academy's Apprenticeship Programmes offer a practical pathway to Financial Services qualifications, combining hands-on experience with expert-led training.
Level 3 – Financial Services Administrator
Simply Academy offers a tailored FS Administrator Apprenticeship Programme to help employers develop skilled, knowledgeable professionals for their Financial Services teams. This entry-level programme equips apprentices with essential skills in financial administration, compliance, and client support, ensuring they become valuable assets to your organisation. With expert-led training and on-the-job learning, your apprentices will gain the confidence to excel in their roles and contribute to your business success.
Ideal for new talent looking to start a career in Financial Services.
Learn more about FS Administrator Apprenticeship
Level 3 – Mortgage Adviser
Simply Academy’s Mortgage Adviser Apprenticeship Programme, featuring award-winning CeMAP training, is designed to help employers cultivate expert mortgage advisers for their teams. This comprehensive Level 3 programme covers everything from mortgage regulations to client management, ensuring apprentices are well-equipped to provide trusted advice and build lasting client relationships. With a blend of expert-led training and practical experience, your apprentices will gain the skills and confidence to thrive in the mortgage sector.
Perfect for those eager to start a successful career in mortgage advising.
Learn more about Mortgage Adviser ApprenticeshipLevel 4 – Paraplanner & Financial Planner
Simply Academy’s Level 4 Paraplanner & Financial Planner Apprenticeship Programme is designed to help employers nurture the next generation of highly skilled financial planners and paraplanners. This comprehensive programme provides apprentices with a deep understanding of financial planning, investment strategies, and regulatory frameworks, preparing them for a successful career in financial services. With expert-led training and practical, on-the-job experience, your apprentices will develop the knowledge, skills, and confidence to support clients and drive the success of your business.
Perfect for individuals looking to take their first steps towards becoming a qualified paraplanner or financial planner.
Learn more about Paraplanner & Financial Planner
Why Study with us?
With nearly 20 years of experience and a commitment to excellence, Simply Academy is proud to be recognised as a trusted provider of Financial Services apprenticeships. Our expertise, dedication to quality training and outstanding customer service have established us as a leading partner for businesses seeking to develop skilled professionals in the financial sector.
Expertise in Financial Services Training
Simply Academy is a trusted partner in the design and delivery of top tier Financial Services training, developing skilled professionals who understand the complexities of the financial industry.
Tailored Support
for Employers
We provide employers with end-to-end support, from recruitment to qualification, ensuring a smooth apprenticeship journey. Our team works closely with you to align training with your business needs and create a successful pathway for your apprentices.
Proven
Success
Our apprentices consistently achieve high pass rates and thrive in their roles. By choosing Simply Academy, you're partnering with a provider that has a proven track record of helping both apprentices and businesses succeed.
Simply Academy is also proud to hold a “Good” rating from Ofsted, reflecting our commitment to delivering high-quality education and apprenticeship programmes to the Financial Services sector.
Register Your Interest?
Our programmes cater exclusively to Financial Services employers and professionals - contact our expert advisers for further information.
Get in touch
Frequently asked questions
What are Financial Services Apprenticeships?
Financial Services Apprenticeships are work-based training programmes that combine practical job experience with structured learning. They’re a great way to develop skilled employees who are trained specifically for your business needs.
Simply Academy apprenticeships are tailored to the Financial Services sector, helping you develop confident, qualified staff to fulfil roles like mortgage advice, financial planning and Financial Services administration.
How do apprenticeships benefit Financial Services employers?
Apprenticeships are a smart way to build talent from within. They help you:
- Train staff in the exact skills your business needs
- Improve employee loyalty and reduce turnover
- Increase productivity and confidence in your team
- Access Government funding to support training
- Meet regulatory and professional standards
They’re an excellent way to invest in your people and your company’s future.
What are the funding options for supporting a Financial Services apprentice?
Apprenticeships are mostly funded by the Government, so apprenticeship training is affordable for businesses of all sizes.
- Large businesses (payroll over £3m): Use your Apprenticeship Levy to cover 100% of the training cost.
- Smaller businesses: Pay just 5% and the Government covers the remaining 95%.
- Additional support: May be available for younger apprentices or those with specific needs.
We guide you through the funding process and help you get set up quickly and easily.
Can you use apprenticeships to upskill existing staff members?
Yes, apprenticeships aren’t just for new hires. You can use them to upskill current employees too.
Whether you’re developing someone for a new role or helping them gain industry-recognised qualifications like CeMAP or DipPFS, apprenticeships offer structured, funded training that fits around their job. It’s a great way to boost performance, improve retention and support career progression.
Simply Academy will work with you to identify the right apprenticeship programmes to match your team’s development needs.
How does Simply Academy support your business?
Simply Academy makes apprenticeships easy and effective for your business.
We support you every step of the way from choosing the right programme to onboarding your apprentice and delivering high-quality training. Here’s how we can help:
- Expert advice on funding, eligibility, and programme options
- Hassle-free setup of your apprenticeship service account
- Flexible training delivery that fits around your business needs
- Regular progress updates so you’re always informed
- Ongoing support from dedicated apprenticeship advisors
Our goal is to help you build a skilled, confident workforce with minimal disruption and maximum value.
