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Financial Services Apprenticeships

If you specialise in financial services, a Simply Academy apprenticeship could be your route to recruiting and training the perfect people for your business. We design and deliver training exclusively for this sector and are experts at what we do.


Simply Academy is one of the UK’s longest standing, most highly regarded financial services training providers. We exclusively cater to this sector and our courses, backed by fantastic training, are known for ensuring high exam success rates.

With years of experience and drawing upon the knowledge of our team of professionals, we’re able to offer a range of unbeatable financial services apprenticeships. These training programmes ensure students are taught all the relevant skills, knowledge and behaviours for their specific job role.

The apprenticeship standards are tailored towards particular financial service roles e.g. mortgage adviser, paraplanner and FS administrator. Consequently, each apprenticeship delivers candidates with skills relevant to their position, which is exactly what you need for a dynamic, heavily regulated work environment.

Your candidate not only completes their apprenticeship with enhanced understanding and new skills, but they also earn a qualification awarded by either the CII or LIBF.

Benefits of an apprenticeship:

  • Cost-effective training with the potential to receive up to 100% funding.
  • CII or LIBF qualifications to complement specific apprenticeship standards.
  • Professional training delivered by a dedicated, highly regarded provider.
  • Boosted employee morale leading to loyalty.
  • Development of relevant skills, knowledge and behaviours.
  • Cost-effective recruitment.
  • The opportunity to train and upskill existing staff.

Our Standards

Financial Services Administrator
Level 3

  • Programme Duration: 12-18 months
  • Professional Qualifications: LIBF – UK Financial Regulation or CII – RO1

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.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, paraplanner, financial adviser and mortgage adviser roles.

Mortgage Adviser
Level 3

  • Programme Duration: 12-18 months
  • Professional Qualifications: LIBF – Certificate in Mortgage Advice and Practice (CeMAP)

The Mortgage Adviser apprenticeship is perfect for learners new to the world of mortgage advice looking to develop the knowledge and skills required to work within this specialised role, as well as obtaining a regulatory qualification. It’s also a great stepping stone for progression into other financial services roles.

Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident mortgage adviser.

Level 4

  • Programme Duration: 24-36 months
  • Professional Qualifications: CII – Certificate in Paraplanning

The Paraplanner apprenticeship programme is suitable for candidates looking to become a professionally qualified paraplanner within financial services. Designed as an entry level role, the programme aims to develop a professional paraplanner with no previous experience, or alternatively it offers a great next step from entry level Financial Services Administrator apprenticeships.

With an increase in demand for competent paraplanners, this programme may interest candidates who are part-qualified or those having gained general administration experience.

Financial Adviser
Level 4

  • Programme Duration: 24-30 months
  • Professional Qualifications: LIBF - Diploma for Financial Advisers (DipFA) or CII – Diploma for Financial Planning (DipFP)

The Financial Adviser apprenticeship standard is designed for apprentices with no previous experience, although it could also act as a progression opportunity for those in other roles such as financial services administrator, mortgage adviser or paraplanner.

The apprenticeship structure is an excellent way for candidates to gain experience, confidence and a highly relevant qualification. Financial advisers who have gone through apprenticeship training are rounded and ready for a rewarding, challenging career.

Funding in England

government funding

If your business has fewer than 50 employees, it’s highly likely that you can claim government funding for 100% of the apprenticeship if offered to a 16-18-year-old candidate. Alternatively, for candidates aged 19+, you could claim 95% of the cost.

government funding

What about the apprenticeship levy?
If you have a total wage bill of more than £3 million p/a, you will already be paying the apprenticeship levy. If that’s you, your available levy funds can be spent on the apprenticeship service. If you’ve already spent all of your levy funds, the above funding rules apply for any further apprenticeships you wish to offer.

government funding

Other bonuses
The government are keen to promote apprenticeships and all employers can claim an additional £1,000 incentive payment if they recruit a 16-18-year-old apprentice. Eligible employers receive their money in two equal instalments at 3 and 12 months into training.

This same incentive applies if you offer an apprenticeship to a 19-24-year-old who has either spent time in care or has a Local Authority Education, Health and Care plan.


Are apprenticeships good value?

Apprenticeships are extremely valuable as they offer a unique form of work-based training. While filling a real job role at your business, your apprentice learns the exact skills and behaviours needed to fit their specific position. Simultaneously, the training they receive enhances their knowledge and supports their day-to-day work.

You don’t have to recruit someone new. By offering an apprenticeship to an existing member of staff, you can upskill your workforce while retaining motivated professionals.

Why offer an apprenticeship?

Apprenticeships are mutually beneficial to employer and candidate. An apprentice will bring enthusiasm and energy to the workplace, creating a really positive work environment. They’ll also earn recognised qualifications and their new, relevant and up-to-date knowledge will be put into immediate practice at your business.

What is an apprenticeship?

  • In a nutshell, apprenticeships are training programmes for people aged 16+. Surprising to some, there is no upper age limit. Through real employment and relevant training, the candidate develops skills, knowledge and behaviour which supports their job role and your business as a whole.
  • Apprenticeships last a minimum of 12 months and are skills-based, often including qualifications. New apprenticeships also incorporate final assessment.
  • Training is overseen by The Institute for Apprenticeships. They assess the suitability of training suggested and this ensures that several apprenticeships aren’t developed for the exact same job role.
  • The ultimate goal of all apprenticeships is to develop skills for an existing job. However, many also incorporate professional qualifications allowing candidates to develop recognised knowledge relevant to specific sectors.

What is “20% off-the-job training”?

An element of apprenticeships is ‘off-the-job training’ and this makes up 20% of the qualification. This sometimes scares people off but is not as problematic as if often assumed.

It’s true that training is an essential element of apprenticeships and it must be completed during employed hours. However, it may be that existing learning and development contributes to this training e.g. revision time for CII exams, attendance at local institute events etc. As always Simply Academy will be on hand to support you with this element of the programme.

How does training work if I only have one apprentice?

  • At Simply Academy we can help arrange high quality training if you have several apprentices or even just one.
  • It can be accessed by any UK employers within the profession and we can cater to co-investment funding.
  • Begin the simple registration process with just an expression of interest.

If you have any further questions, contact the Simply Academy Apprenticeship team by calling 0808 208 0002 (Freephone) or at: [email protected]

Why Choose Us?



Every course is backed by our Pass Assurance scheme



Experience is on our side. We keep up with trends and also help set them



Our training consultants are amongst the most knowledgeable in the industry. All are fully qualified and backed by years of practical experience.



We’re on hand to ensure your study plans run smoothly and efficiently

Trusted, awarded and accredited

Fully accredited to ensure we provide the highest possible standards in learning

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