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Financial Services Administrator

The Role: Financial Services administrative support is required by firms in order to provide an efficient, high quality and compliant service to their clients. The Financial Administrator apprenticeship provides an ideal entry point for a career in the finance sector, with progression routes leading to a number of roles with full professional qualifications.

Apprenticeship overview

The role may involve working independently or as part of a team where you will be implementing, maintaining and improving administrative services.

12 Months
Qualification Type
Qualification Achieved
Level 3 Financial Services Administrator Apprenticeship Standard
Programme Delivery

  • Facilitated Workshops
  • E-learning
  • 1-to-1 coaching
  • Collaborative learning
  • Shadowing
  • Mentoring

The Person:

  • You have excellent time management skills.
  • You love solving problems and improving processes.
  • You enjoy collaborating with different people on projects .
  • You are a great communicator.
  • You have a passion for numbers.

Responsibilities often include:

  • Supporting with general administrative tasks.
  • Maintaining customer/policy records.
  • Invoicing, and negotiating agreements with internal & external stakeholders.
  • Preparing and editing documents.
  • Ensuring that all compliance procedures are adhered to.
  • Communicating with stakeholders via telephone, email and letter.
  • Managing customers installment and credit provisions.

Typical Employers:

  • Financial services institutions.

Key Skills for Financial Services Administrators:

  • Excellent communication skills.
  • Understanding of financial services.
  • Problem solving abilities.
  • Customer service skills.

Why MetaGedu Apprenticeships?

First Line Manager
  •  The knowledge, skills and behaviours you need to succeed
  • Custom-designed apprenticeships
  • Use what you learn immediately in the workplace
  • Personal attention and support for all apprentices
  • Career development and mentoring programme