Summary
Launch your career in Financial Services with an apprenticeship at an award-winning financial advice company. As part of the training and competency team, you'll gain valuable industry knowledge, skills, and experience while working towards a recognised regulatory qualification—an excellent foundation for your future in the industry.
Wage
£16,000 a year
Salary will be in the range of £16,000 to £18,000 dependent on experience.
Training course
Financial services administrator (level 3)
Hours
Monday - Thursday 9:00am - 5:30pm, Fridays 9:am-5:00pm.
37 hours a week
Start date
Thursday 12 June 2025
Duration
1 year
Positions available
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you’ll do at work
* Support: Assist Training and Competency Managers and senior Management team
* Administration Support: Diary management, maintaining Training & Competence Scheme
* Compliance: Provide support with adviser file checks, compliance review meetings, adviser/client observations
* Database Management: Various tasks related to the company’s electronic record system
* Risk Management: Oversee control systems to prevent or assess risk.
* Communication: Liaise with advisers, clients, and external partners
* Additional Support: Provide administration support to the adviser team and senior management.
Experience: No prior Financial Services experience required, but a willingness to learn and gain the required qualifications is essential
Where you’ll work
Christine House
Sorbonne Close
Thornaby
Stockton-on-Tees
TS17 6DA
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
SIMPLY ACADEMY LTD
Your training course
Financial services administrator (level 3)
Equal to A level
Course contents
* 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
Your training plan
The Financial Services Administrator (Level 3) apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
* A broad understanding of the financial services sector
* An understanding of the role of the appropriate regulatory bodies
* The importance of relationship building with clients and colleagues
* Understanding of processes and procedures relevant to the role
* How to develop commercial awareness
* Building skills and capabilities within an organisation
Professional Qualifications:
* CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
* Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Requirements
Essential qualifications
GCSE in:
* English, Maths and 3 other subjects (grade 4/C or above)
A Level in:
* 2 passes (grade D or above)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
* Communication skills
* IT skills
* Organisation skills
* Customer care skills
* Analytical skills
* Team working
* Time management
* Proactive