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Financial Services Level 3 Apprenticeship
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Kickstart your career in the financial services industry with a leading national insurance broker! We help people insure themselves and their families with products such as life insurance, critical illness, and income protection, and many others.
Wage:
£15,600 to £24,784.50, depending on your age
National Minimum Wage
Minimum wage rates (opens in new tab)
Training course: Financial services administrator (level 3)
Hours:
Monday-Friday, 9am-5pm.
37 hours 30 minutes a week
Start date:
Monday 26 October 2026
Duration:
1 year
Positions available:
1
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
We work with global insurance providers such as Aviva, Vitality, Legal & General, and many more. We are looking for a motivated and professional apprentice to join our team and build a solid foundation in the sector while earning and learning.
As a Financial Services Apprentice, you’ll play a key role in supporting our office operations. Your day-to-day tasks will include:
- Managing incoming emails and telephone enquiries
- Preparing and collating letters and client communications
- Providing excellent service to clients and colleagues
- Using Insurance portals and calling providers, a professional telephone manner is a must
- Handling regulated documentation and data processing
- Using internal CRM and tracking systems and having attention to detail to aid efficiency.
The team is small, but it is a fast-paced environment and a great atmosphere.
Full training is provided, so no prior industry experience is required. What matters most is your positive attitude, willingness to learn, and confidence in speaking to the public.
Where you'll work
Unit 8/9, Parsons Court, Welbury Way
Newton Aycliffe
DL5 6ZE
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SKILLS NORTH EAST LIMITED
Training course
Financial services administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
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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 technique 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.
Training schedule
You’ll be enrolled on the Level 3 Financial Services Adviser apprenticeship, giving you the skills, knowledge, and recognition to progress within this career pathway and the industry as a whole.
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Apprenticeship training is delivered weekly online by our experienced tutors, who bring years of specialist insight from the financial services sector. Each week includes:
- 3 hours of live online training
- 3 hours of self-directed learning and tasks
All training activity is logged in your e-portfolio and contributes to your off-the-job requirements
You will also receive on-the-job training from the current team and guided in how to progress within your role and become a valued member of the team
Additionally, you’ll complete workplace learning activities such as research, job shadowing, and industry tasks. Your tutor will also visit the workplace every four weeks for support and progress reviews.
Essential qualifications
GCSE in:
- English (grade 4)
- Maths (grade 4)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- IT skills
- Organisation skills
- Problem solving skills
- Analytical skills
- Number skills
About this employer
The Protection Parent is an award-winning independent insurance broker dedicated to helping individuals and families across the UK find the right protection for their needs. By working with a wide panel of leading providers, we offer access to a broad range of policies and handle the research, comparison, and application process on our clients’ behalf.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Learners may progress into permanent employment upon completion of the qualification.
Ask a question
The contact for this apprenticeship is:
SKILLS NORTH EAST LIMITED
Richard Whiteley
richard@sne.org.uk
0191 250 4590
The reference code for this apprenticeship is VAC2000055110.
Apply now
Closes in 17 days (Sunday 11 October 2026)
After signing in, you’ll apply for this apprenticeship on the company's website.
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