Summary
An opportunity to forge a career in financial services. This apprenticeship will allow you to gain invaluable skills, and understanding of the industry whilst providing you with a recognised qualification.
Wage
£14,526.20 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
Training course
Financial services administrator (level 3)
Hours
Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 2.00pm
37 hours a week
Start date
Monday 2 March 2026
Duration
1 year
Positions available
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
* Daily post and issue to each advisor
* Answer the telephone
* Assist with walk in, telephone and online enquiries
* Book appointments
* Contact providers
* Offer additional support to the existing administration team
Where you'll work
2B THACKERAYS LANE
WOODTHORPE
NOTTINGHAM
NG5 4HP
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SIMPLY ACADEMY LTD
Training course
Financial services administrator (level 3)
What you'll learn
Course contents
* Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
* Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
* Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
* Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
* Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
* Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
* Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
* Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
* Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
* Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
* Plan, organise and prioritise own tasks, managing time and resources effectively.
* Identify opportunities for continuous improvement and recommend solutions to improve processes.
* Apply current and developing sustainable principles and techniques relative to role.
* Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
* Work in line with organisational equity, diversity, and inclusion policies.
* Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
* Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
* Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
* Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
* Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
* Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
* Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
* Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
* Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
* Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
* Plan, organise and prioritise own tasks, managing time and resources effectively.
* Identify opportunities for continuous improvement and recommend solutions to improve processes.
* Apply current and developing sustainable principles and techniques relative to role.
* Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
* Work in line with organisational equity, diversity, and inclusion policies.
Training schedule
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
* A broad understanding of the financial services sector
* An understanding of the role of the appropriate regulatory bodies
* The importance of relationship building with clients and colleagues
* Understanding of processes and procedures relevant to the role
* How to develop commercial awareness
* Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Requirements
Essential qualifications
GCSE in:
English, Maths and 3 other subjects (grade 4/C or above)
A Level in:
2 subjects (grade D or above)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
* Communication skills
* Attention to detail
* Number skills
* Team working
* Initiative