Skip to main content

Tell us whether you accept cookies

We use cookies to collect information about how you use this service. We use this information to make the service work as well as possible and improve this service.

Set cookie preferences

You've accepted all cookies. You can change your cookie settings at any time.

Find apprenticeship training for your apprentice
  1. Search
  2. Course search results
Apprenticeship training course

Financial services administrator (level 3)

There are 23 training providers who offer this course. Check if a training provider can deliver this training in the apprentice's work location.

Apprentice's work location

View providers for this course

Information about Financial services administrator (level 3)

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

Knowledge, skills and behaviours
View knowledge, skills and behaviours

Knowledge

  • 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 & 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 & processes: Understands all systems & processes required to deliver the role outcomes & has awareness of how these fit within the wider company & industry

Skills

  • 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

Behaviours

  • Honesty and Integrity: Truthful, sincere in their actions and doing the right thing (even when not the easiest)
  • Adaptability: Willingness to accept changing priorities and work patterns when new jobs need to be done, or requirements change
  • Enthusiasm: Shows drive and energy in their work, when things are going well and when challenges arise
  • Dependability: Meets personal commitments and expectations, eg completing work, timekeeping
  • Personal commitment: Proactive in their own development; commitment to the job and the industry
Apprenticeship category (sector)
Legal, finance and accounting
Qualification level
3
Equal to A level
Course duration
12 months
Maximum funding
£12,000
Maximum government funding for
apprenticeship training and assessment costs.
Job titles include
  • finance worker

View more information about Financial services administrator (level 3) from the Institute for Apprenticeships and Technical Education.