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Financial Services Administrator
Level 3 Apprenticeship
Start Date:
Flexible, throughout the year
Cost:
£12,000 (funded by the levy or a 95% government grant)
Duration:
14 months + 3 months for End Point Assessment
Overview
Being trusted by your clients, investors, and partners can be the difference between market growth or stagnation. Ensure that the administrative support you provide is compliant, exceeds expectations, and builds trust using an apprenticeship designed by market-leading organisations.
Employer Benefits
Build an administrative team that adds value to your organisation
Use your levy or government funding to upskill staff and improve their performance
Enhance your organisation’s reputation by consistently delivering compliant support
Reduce organisational risk and maximise efficiency
Learner Benefits
Gain a leading sector-recognised qualification
Take the first step in your financial services career
Develop key skills in communication, teamwork, and compliance
Advance your administrative skills
Key Skills
During the apprenticeship, you will develop your understanding of compliant systems and processes, how to ensure your administrative support meets legal and regulatory standards and the importance of prioritising and planning your workload. You will also enhance your:
Collaboration and communication skills
Adaptability
Understanding of quality
Awareness of financial products
Professional Qualifications
Apprentices will be able to study either the CF1 or UKFR qualifications as part of the apprenticeship.
Who Is This For?
This is an entry-level qualification for individuals working in the financial sector. It will enable them to provide compliant administration across a range of products and take the first steps towards an advisory role.
Typical Job Roles
Insurance Administrator
Mortgage Administrator
Financial Services Administrator
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 successful completion of the apprenticeship, you will have the knowledge and experience to progress to more specialist roles such as a financial adviser and paraplanner.
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.