Course description
Financial Services Administrator Level 3
Due to an increase in taxes and inflation, people are looking at smarter ways to manage their money, invest and increase their wealth. In addition, due to recent changes, organisations require more administrative support in order to provide an efficient, high quality and compliant service to their clients.
This Financial Services Administrator Level 3apprenticeship gives you an ideal starting point, and an in-depth, holistic insight into the finance industry. You will cover the basic and additional skills needed to confidently fulfil this role and it will give you the foundation needed to leap into a range of professional financial roles and gain further professional qualifications.
Upcoming start dates
Suitability - Who should attend?
Entry requirements
Maths and English level 2
Outcome / Qualification etc.
Standard: Financial Services Administrator Level 3 (CII qualification)
Programme outcomes
For employers
This apprenticeship will allow organisations to create a progression route for their employees, leading to greater retention of staff as well as a culture of development and investment in their overall skill set of the business. This qualification will enable employees to confidently undertake an administration role in a finance environment, with an understanding of new and existing regulation.
For learners
On completion of this apprenticeship, you will be able to thrive as a Financial Services Administrator, with an understanding of key product types and principles and processes in their effective and compliant administration. You will also have an in depth understanding of UK Taxation and State Benefits and Financial Services and Legislation and FCA Rules and Measures, setting you up a for a career within the finance industry.
Training Course Content
Build a foundation
- Fiancial services
- Customer requirements
- The role of government
Deepen your understanding
- Legal principles
- UK taxation and legislation
- FCA rules and measures
Excel and exceed
- Life and health protection
- Mortgages
- Investments
End point assessment (EPA)
- Work-based project
- Portfolio submission
- Interview and panel review
Course delivery details
- Immersive workshops and sessions
- Regular development meetings with expert Coach or Trainer
- Evidence workplace tasks to prove skills and behaviour
- Maths and English Level 2 (if not already obtained)
Expenses
£12,000, Levy funded
Continuing Studies
Individuals in customer service or complaints handler roles
- Enriched and interactive learning resources
- Develop professional excellence and personal confidence and capability
- Access to industry experts
- Benefit from 1:1 coaching and mentoring throughout
- Become a member of the UK's largest community of apprentices
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Babington Group
Babington exists to develop better futures: for organisations, individuals, and society. We help organisations solve challenges around talent acquisition, upskilling, and reskilling to support growth and drive performance. We help individuals develop skills and realise their dream careers – from...