Apprenticeship training course

Financial services administrator (level 3)

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

Qualification level: 3
Equivalent to A level.
Typical duration: 12 months
Apprenticeship category: Legal, finance and accounting
Maximum funding: £12,000
Maximum amount government will fund
for apprenticeship training.
Skills: Skills an apprentice will learn

Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times

Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.

Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results

Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements

Full information on Financial services administrator (level 3) is available from the Institute for Apprenticeships and Technical Education.

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