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Apprentice Financial Services Administrator
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Financial Services Administrator (Level 3) Apprenticeship
An excellent opportunity for a bright and enthusiastic individual to join a team of busy advisers within a successful company and train as a Financial Services Administrator. The successful candidate will have the opportunity to progress into a permanent role as a Mortgage Adviser, Protection Adviser, or a member of the Compliance Team.
Wage
£18,000 a year
Minimum wage rates (opens in new tab)
Salary range: £18,000 and £20,000
Training Course
Financial services administrator (level 3)
Hours
Monday to Friday, 9am to 5pm
42 hours a week
Start date
Monday 10 August 2026
Duration
1 year
Positions available
1
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SIMPLY ACADEMY LTD
Training course
Financial services administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
- Deliver customer service to internal and/or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
- Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
- Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
- Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
- Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
- Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
- Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
- Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
- Use available tools and techniques to research, collate, analyse, and present data relevant to their role and audience.
- Plan, organise and prioritise own tasks, managing time and resources effectively.
- Identify opportunities for continuous improvement and recommend solutions to improve processes.
- Apply current and developing sustainable principles and techniques relative to role.
- Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
- Work in line with organisational equity, diversity, and inclusion policies.
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Training schedule
Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator 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
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Essential qualifications
- GCSE in: 5 subjects including maths and english (grade D/above)
- A Level in: minimum 3 subjects (grade A-C)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Number skills
- Team working
- Initiative
Other requirements
Must be within travelling distance to head office
Established in 2001, Mortgage Required offers whole-of-market, professional, and friendly mortgage advice to customers. We are based in the South of England with our Head Office in Maidenhead.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first-class customer service. We want to be our customers' first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.
http://mortgagerequired.com (opens in new tab)
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Assuming the applicant is successful in the role, the candidate will be offered a permanent position at the end of the apprenticeship (subject to market conditions).
The contact for this apprenticeship is: SIMPLY ACADEMY LTD Monica Peacock monica@simplyacademy.com
The reference code for this apprenticeship is VAC2000039633.
Closes in 15 days (Friday 24 July 2026 at 11:59pm)
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