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Financial services administrator

Providing administrative support to a financial organisation, to provide a high quality and compliant service.

Summary of this apprenticeship standard


3 (equivalent to A levels at grades A to E)

Typical length
12 months
Current funding band
Up to £12,000 per apprentice.
More information about funding
Entry requirements

Set by employer.

Candidates will usually have one of the following:

  • level 2 maths and English, ideally as part of 5 GCSEs grades A to C
  • equivalent qualifications or prior experience
What apprentices will learn
  • the financial services market
  • the financial services regulatory framework
  • ethics and key principles of the financial advice process
  • the purpose and technical content of financial services products and services
  • systems and processes required to carry out the role of financial services administrator

Apprentices will take a range of professional qualifications, as set out in the apprenticeship standard.

Before taking their end-point assessment, apprentices must achieve level 2 English and maths (equivalent to GCSEs at grades A* to C).

Professional registration

This apprenticeship provides the first step on the pathway to professional membership of the Chartered Insurance Institute (CII), Institute of Financial Services (IoFS) and the Chartered Institute of Securities and Investment (CISI).

End-Point Assessment
View a list of end-point assessment organisations for this standard
Organisation Phone Number Email
DSW Consulting 01302 760 008
NOCN 0300 999 1177
More Information

The Institute for Apprenticeships and Technical Education has more detailed information about this apprenticeship.