Finance, Insurance & Estate Agency


Duration – 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

Financial Advisor (L4)

This Level 4 Higher Apprenticeship is for those who are developing in a role where they are providing clients with specialist advice on how to manage money. Apprentices will ideally already have experience of working in the sector,

The apprenticeship includes the Level 4 FCA approved qualification: Diploma in Regulated Financial Planning. The apprentice will work with a learning coach over the course of the apprenticeship to develop the necessary skills, knowledge and behaviours required. The apprenticeship is completed through a formal end point assessment which includes a case study test, and portfolio of evidence and a professional discussion.

Insurance Practitioner (L3)

This Apprenticeship offers an entry level role into a diverse industry as an apprentice learns to support the sale and renewal of insurance products. The apprentice will develop highly-transferable competencies and will be responsible for a range of duties, including providing support in client acquisition, handling client queries and issuing documentation.

Junior Estate Agent L2

This is a customer-facing role with responsibility for providing the administrative support needed to secure successful property sales.  Junior Estate Agents may work in different areas of estate agency, i.e. sales, auctioneering and commercial property.   In all cases, they will be required to understand and comply with contractual, statutory and legal restrictions, and client confidentiality. They will be working under supervision within the wider organisation.

The work is varied and typical roles will include: data registration, producing window adverts, arranging and booking viewings, accompanying colleagues on site visits to various properties, selling additional services, collecting keys, carrying out basic property research, including marketing procedures through portals, websites and various databases

Additionally the Junior Estate Agent would prepare floor plans of a property, following the measuring code of practice and also assist with the provision of sales particulars.  This would include how to take and produce photographs for individual properties.  As part of the sales process, apprentices would need to know how to conduct viewings and receive a formal offer made from a purchaser and the policies and procedures concerned with processing this. The Junior Estate Agent will work closely with colleagues to explore solutions to problems and improvements to working patterns.  They will take responsibility for the quality, accuracy and planning of their own work.

The Junior Estate Agent will be able to acquire the fundamental skills for the commercial and residential property sales industry. This in turn will give them the capability for further career progression on completion of the apprenticeship. This career progression can be either with their existing employer or within the industry in general.  It will also enhance their ability to undertake further qualifications.