Financial Services Professional Apprenticeships

Hiring an apprentice is a productive and effective way for any business to grow talent and develop a motivated, skilled, and qualified workforce.

Financial Services Apprenticeships are work based learning programmes designed around the needs of employers which lead to nationally recognised qualifications. Available to anyone of the age of 16 and above who meet the entry requirements, they are a way for young people and adult learners to earn while they learn in a real job, gaining a real qualification and a real future.

As well as Apprenticeships being a cost effective way to recruit and train new employees, many employers consider the framework to be a useful learning and development route for their current employees.

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  • 88% of employers think apprenticeships lead to a more motivated workforce.
  • 75% of Apprentice employers say the programme has helped to reduce recruitment costs.
  • 89% of Apprentice employers say apprenticeships make their business more productive.
  • 80% of employers report that apprenticeships reduce staff turnover.
  • Over 250,000 workplaces employ Apprentices in the UK and Ireland.

*stats from

Get Apprenticeship Information

Get Apprenticeship Information

Talk to one of our experts to find out how we can help attract new talent and increase the skills level in your team or download our employee’s information pack.

Government Funding Available


Over 20000 people have studied with us, so you can have confidence in our experience.


Our carefully selected training consultants are amongst the most knowledgeable in the industry.


We are Government backed and approved by professional institutions.

Apprentices are open to new ways of working, and can be moulded to the needs of the business.

Our Apprenticeships

We’re proud to be one of the UK’s leading providers of financial training.

Our programmes are accredited and lead to recognised, respected qualifications. They are run by dedicated, experienced professionals with a team of friendly support staff behind them. Let’s look at the programmes which an apprentice can study with Simply Academy.

Free Recruitment

Study Options:

Financial Services Customer Adviser

Financial Services
Customer Adviser

Level 2

Designed for those working within banks, building societies and a wide range of insurance sectors looking to strengthen their customer adviser skills.

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inancial Services Administrator

Financial Services Administrator

Level 3

Ideal for candidates beginning an entry level role in the financial sector. It’s perfect for both large and SME advice firms.

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Insurance Practitioner

Insurance Practitioner

Level 3

For those looking to develop the skills needed to support the sale and renewal of insurance products across all sectors in the industry.

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Mortgage Adviser

Mortgage Adviser

Level 3

For learners new to the world of mortgage advice looking to develop their knowledge and skills, as well as obtaining a regulatory qualification.

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Level 4

For those who want to provide professionally qualified technical support, which is in increasing demand due to recent regulatory changes.

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Financial Adviser

Financial Adviser

Level 4

This apprenticeship covers all the skills and knowledge needed to work as a financial adviser within a small business or large organisation.

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We’ve found that apprenticeships are unmatched as a way to source new talent and increase the skill level in our team. The free recruitment service has been invaluable to us when looking for enthusiastic, talented new apprentices”

Maurice Gertski
Gertski Wealth Management

Our leadership team

Mark Fenwick
Mark was the other co-founder of Simply Academy and now takes responsibility for the apprenticeship side of operations. His experience in the financial and property sectors is channelled towards management of the apprenticeship team, both at HQ and across the country.

Mark Fenwick
Executive Director of

Michele King Profile Picture
A highly experienced energetic L&D professional who combines creative and inspiring blended techniques to design and deliver strategic solutions, Michele’s primary concern is overseeing the implementation of our curriculum.

Michele King
Head of Curriculum

Yvonne Applebee
Yvonne brings 20 years of experience working within both Skills and Welfare to Work sectors to Simply Academy. Her knowledge of Quality in both apprenticeships and further education is extensive, and her ‘can do’ attitude means she has hit the ground running since her appointment to help us continue providing the very best service.

Yvonne Applebee
Head of Quality &


How do I find an apprentice?

In the first instance, contact us. You may already have someone in your business you wish to put forward or we can support your search to find the best apprentice for you.

How will I fund an apprentice?

Apprentices must be employed on a PAYE basis. They cannot be self-employed.

We encourage Employers to pay a salary that they feel is fair and reflects the level of work and study undertaken and that will attract the best candidates to apply for your vacancy.

There is no cost to the employer for the actual tuition for apprentices aged 16-18. For those aged 19+, the Government will fund 95% of the tuition fees while the employer contributes just 5%. This makes apprenticeships a highly cost effective training solution.

How we support your business

Every year we enrol 100’s of Financial Services Apprentices with businesses, helping them to find the people with the skills they need for their companies to grow. We will provide support at every step of the way, with no recruitment fees.

Our role as a professional training provider

  • We’re on hand to help with everything from support with funding to help finding the right candidate.
  • Your apprentice will be supported and kept on track by an industry experienced assessor throughout the duration of the programme.
  • As an approved, experienced training provider, we support apprentices through their professional qualifications.
Simply Academy is accredited as a trusted partner by The London Institute of Banking & Finance
Simply Academy is trusted by the Education & Skills Funding Agency
Simply Academy awarded the Highest Rated Courses Brilliance Award 2019 from CourseCheck
Simply Academy is FSQS (Financial Services Qualification System) registered

Register Your Interest

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    Thank you for contacting Simply Academy.

    Your enquiry has been received and a member of the Apprentice Support Team will be in touch with you shortly to discuss your requirements, but if you need to reach us in the meantime, please call 0808 208 0002 (freephone) or email [email protected] for assistance.

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    0808 208 0002 (freephone)

    Let’s talk. We’re open Mon-Fri 9am to 5.30pm

    Thank you for contacting Simply Academy.

    Your enquiry has been received and a member of the Student Support Team will be in touch with you shortly to discuss your training requirements, but if you need to reach us in the meantime, please call 0808 208 0002 (freephone) or email [email protected] for assistance.