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Financial Services Administrator
Level 3 Apprenticeship
Start Date:
Flexible, throughout the year
Cost:
£10,000 (funded by apprenticeship levy or levy transfer)
Duration:
14 months + 3 months for End Point Assessment
Overview
Financial Services Administrators provide the operational backbone of financial services businesses, processing applications, maintaining compliant records and supporting advisers and customers alike. This apprenticeship builds core technical knowledge of financial products and regulation, alongside the accuracy and professionalism the sector demands.
Employer Benefits
A more efficient, compliant administrative function
Reduced errors and improved processing times
Better support for advisers and front-line teams
A strong entry route into a regulated profession
Learner Benefits
Gain a nationally recognised Level 3 qualification
Build technical knowledge of financial products and regulation
Develop the accuracy and attention to detail the sector demands
Open a clear pathway into wider financial services careers
Key Skills
During the apprenticeship, you will develop your understanding of financial products, regulatory requirements and administrative processes, alongside your attention to detail and record keeping. You will also strengthen your:
Customer communication within a regulated environment
Use of financial services systems and software
Risk awareness and compliance
Organisational and prioritisation skills
Professional Qualifications
While this apprenticeship does not lead to a mandatory professional qualification, it provides a strong technical foundation for further study, such as CII or LIBF qualifications.
Who Is This For?
The Financial Services Administrator apprenticeship suits individuals entering financial services administration, within banks, insurers, mortgage brokers or financial advice firms.
Typical Job Roles
Financial Services Administrator
Client Services Administrator
Operations Support Administrator
EPA Assessment Method
Written Project Report
Presentation/Q&A
Delivery Method
Online or face-to-face live tutor-led masterclasses, guided self-study, practical workplace tasks, and 1:1 mentoring support.
Career Progression
On completion, apprentices are well placed to progress into Financial Services Customer Adviser, Paraplanner or specialist administration roles.
Interested?
To learn more about apprenticeships and how they could benefit you, fill in our short enquiry form and a member of our team will be in touch for a no-obligation chat.
Who Are Workpays?
Workpays is a multi-award-winning training provider that supports businesses and individuals to make small changes that lead to big differences.
We partner with businesses to upskill their workforce and attract high-quality talent, enabling them to outperform their competitors. We empower individuals to take the first and next steps in their career, building their confidence and expertise.