Financial Services Administration

Level: 3
Qualification: Apprenticeship
Course Length: 12-18 months

Financial Services Administration roles are used to support firms in order to provide an efficient, high quality and compliant service to their clients. This apprenticeship provides a great launch pad into the world of finance with progression routes leading into a variety of roles in insurance, investment, and mortgage brokerage with full professional qualifications.

We are committed to pushing our apprentices and getting the best out of them, so enable fast tracking through the progression routes available on completion of this apprenticeship by teaching the higher level qualifications available, one of:



  • Financial services market – Broad understanding of the structure of the Financial Services market, including the role of the financial adviser & product providers, customer outcomes, support services & platforms
  • Regulatory and compliance – Understands the Financial Services regulatory framework, the ethics & key principles of the advice process
  • Products – Understands the purpose & technical content of the financial services products & services provided
  • Systems and processes – Understands all systems & processes required to deliver the role outcomes & has awareness of how these fit within the wider company & industry


Chartered Insurance Institute Unit:

R01: Financial Services, Regulation and Ethics

All our apprenticeships are delivered through blended learning techniques. This means there will be a mixture of self-studying, theory delivered by your tutor either online or in person, a series of one-off webinars followed up with seminars delivered by our carefully selected ‘sector experts’. Our e-portfolio software allows you to access your work and view your progress at any time, from any device.

Thank you for your enquiry, we will endevour to get back to you as soon as we can.
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