Financial Services Administrator Apprenticeship
Level 3
An ideal entry pathway for new entrants to the Financial Services sector
Fuel Your Business Growth with Confident, Capable Support Staff
The Financial Services Administrator Apprenticeship is an ideal entry pathway for new entrants to the Financial Services sector. Designed to support businesses of all sizes from large financial advice firms to smaller practices, it provides a structured, practical route to developing skilled administrative support staff.
This Level 3 programme supports both new recruits and existing employees of all ages, helping them gain the core knowledge, skills and behaviours required to thrive in client-facing and back-office roles. Typical positions include financial services administrator, office assistant and customer adviser. Completion of this Financial Services apprenticeship qualification also offers clear progression routes into roles such as Mortgage Adviser, Paraplanner or Financial Adviser.
Employers benefit from a cost-effective way to grow talent, improve service delivery and strengthen compliance and customer support functions. Simply Academy provides full training and ongoing guidance to ensure apprentices make a meaningful impact within your organisation from day one.
Duration:
12-15 Months
Professional
Qualification:
CII/RO1 or LIBF/FSRE
Study Modes:
Blended Learning
Student Journey
Typically, Simply Academy students achieve their FS Administrator Apprenticeship within 15 months.
Onboarding:
Each learning journey is different, so we map out an individual learning plan during onboarding.
Continual Development:
Apprentices are assigned an industry-experienced mentor who guides them through their programme.
Skills Workshops:
Apprentices attend online events, completing activities and assessments relevant to their workplace.
Professional Qualifications:
All our Financial Services apprenticeships include a professional qualification specifically linked to the apprentice’s role and future aspirations.
Learning Outcomes
Apprentices enrolled on Simply Academy’s Financial Services Administrator apprenticeship will develop a strong foundation in key Financial Services functions, including client administration, regulatory compliance, data security and communication.
Through a blend of online learning, tutor support, and practical on-the-job experience, apprentices build confidence in handling client documentation, managing financial records, processing transactions and supporting advisers with day-to-day operations.
The programme is aligned with industry standards, ensuring that learners understand the regulatory landscape and the importance of professionalism, integrity and accuracy in all tasks.
Over the course of the apprenticeship, individuals also gain valuable soft skills such as time management, problem-solving, and effective teamwork. These are all essential qualities for delivering high-quality client service and operational efficiency.
The structured learning journey is tailored to help apprentices contribute meaningfully to your business while preparing them for further progression within the Financial Services industry.
Employer Benefits
Financial Services apprentices bring valuable skills and a strong work ethic to your organisation. This apprenticeship equips apprentices with a solid understanding of key Financial Services functions, such as client administration, regulatory compliance, data security and effective communication.
Well-Rounded, Job-Ready Skills
Apprentices gain a blend of technical expertise and soft skills, including managing financial records, processing transactions and supporting advisers. They are also trained in essential qualities like time management, problem-solving and teamwork - all crucial for delivering excellent client service and maintaining operational efficiency.
Cost-Effective Workforce Development
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.
Compliance & Industry Standards
The apprenticeship is aligned with industry standards, ensuring apprentices understand regulatory requirements and the importance of professionalism, integrity and accuracy in all tasks.
Increase Employee Retention
Apprenticeships offer the opportunity for career progression, helping to foster loyalty in a workforce invested in the success of your business.
Enhanced Client Service
Training in both technical tasks and interpersonal skills prepares your Financial Services apprentice to manage client documentation, handle financial records and communicate effectively, supporting client relationships.
Register Your Interest?
Our programmes cater exclusively to Financial Services employers and professionals - contact our expert advisers for further information.
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