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Financial Services Administrator — Advanced Apprenticeship (Level 3)

Apprenticeship outline

If you are looking for a career as an administrator working in the finance sector then this apprenticeship could be for you.

The Financial Advice market consists of c19000 SME businesses split approximately 75% financial advice, 25% mortgage advice. These SME businesses are supported by umbrella organisations known as networks who provide a range of support services to the individual businesses including technology, compliance, technical and consultancy support.

Due to recent changes, more administrative support is required by firms in order to provide an efficient, high quality and compliant service to their clients. The Financial Administrator standard responds to this demand whilst also providing an ideal entry point for a career in the sector, with progression routes leading to a number of roles with full professional qualifications.

Typical Activities that may be carried out by, but are not exclusive to this role include:

  • Providing general office administrative support including filing/scanning/photocopying, banking/post/franking, processing premium payments, answering the telephone, note/message taking
  • Maintain customer / policy records through the customer management system and associated IT solutions
  • Support the account handling team in delivering a full customer service proposition in a professional, timely and efficient manner including new business, mid-term adjustments and renewals. Transact with insurers and customers accordingly
  • Communicate all information necessary to ensure customers are fully aware that their needs have been met and contract certainty achieved
  • Manage instalment and credit provisions for customers.

How to enrol onto this apprenticeship

You can register your interest in an Apprenticeship by emailing your CV to

Want to find out more first?

Call the Business Engagement Team on 0115 945 7260

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Study location Adams Building Stoney Street, Nottingham, NG1 1NG

Day Release

Start date

You can start this Apprenticeship at any time of the year.


Financial Services Administrator - Level 3 Standard


12-18 months

Level Level 3
Entry requirements

You will need to be employed for a minimum of 30 hours per week in a relevant job but we can assist you in finding a placement.

You will also need 5 GCSEs, including Maths at grade 9 - 4 (A* - C) and English, although some employers will accept other relevant qualifications and experience, including a relevant Level 2 qualification. Apprentices without English or maths at Level 2 must achieve this prior to taking the end point assessment.

Teaching & assessment

You will develop an electronic portfolio of evidence against the requirements of the qualification. Evidence can be generated by observation of your workplace, witness testimonies, case studies or personal accounts of events. Online tests may be used to confirm your knowledge and understanding as well as an End Point Assessment.


This is an entry level role which provides the foundation knowledge skills & experience for progression into a number of career paths including Senior Administrator, Paraplanner, Financial Adviser or Mortgage Adviser.