Financial Services Administrator Level 3


The apprenticeship will typically take 12-18 months to complete


The Financial Services Administrator apprentice provides administrative support to a financial organisation, to provide a high quality and compliant service. The apprenticeship is the ideal entry point for an apprentice wishing for a career in the financial sector, with progression routes leading to a number of roles with full professional qualification.

In addition to the Knowledge, Skill and Behaviours required for this apprenticeship, a Financial Services Administrator apprentice will study for one of the following qualifications:

  • UK Financial Services, Regulation & Ethics (CF1) – Chartered Insurance Institute (CII) UK Financial Regulations (UKFR) – IFS University College (Institute of Financial Services) Financial Services Regulations and Ethics – Chartered Bankers Institute (CB)
  • Introduction to Securities and Invest; UK Financial Regulation; Administration of Settlements and Investments – Chartered Institute for Securities and Investments (CISI)

Each apprentice will be allocated a Coach to support ongoing learning and preparation for EPA.  In addition Progress Reviews will take place regularly to ensure the apprentice is on track.

End Point Assessment

The three EPA assessment methods are:

  • A Work Based Project
  • A Portfolio of Evidence
  • A Panel Interview/Viva

Link to Professional Registration

This apprenticeship provides the first step on the pathway to professional membership of the Chartered Insurance Institute, IFS University College (Institute of Financial Services) or Chartered Institute of Securities and Investment


This is an entry level role which provides the foundation knowledge, skills and experience for progression into a number of career paths including Financial Adviser, Senior Administrator, Paraplanner or Mortgage Adviser