Guidance

Providing financial services apprenticeships

Types of apprenticeships that you can apply for in the providing financial services sector.

This apprenticeship trains you to work in the financial services sector and help customers make transactions.

Training opportunities

Financial services is a big sector with a variety of roles including:

  • cashiers, who perform withdrawals and deposits for customers
  • customer advisers
  • insurance brokers, who sell and manage insurance policies
  • insurance and investment administrators, who keep records and reports up to date

As an apprentice, you could be working as an insurance clerk, claims handler, investment administrator, cashier or customer service representative. You’ll learn how to work in a financial services environment and follow important regulations. Every day you’ll encounter customers and numbers, so you’ll need good customer-facing skills and a head for maths.

Types of apprenticeships

There are 2 types of providing financial services apprenticeships.

Intermediate level apprenticeship

You could train in roles like:

  • processing administrator
  • underwriting administrator
  • claims handling administrator
  • broking administrator
  • cashier
  • customer adviser
  • claims handler
  • processing administrator
  • administrator
  • customer service adviser
  • adviser
  • financial advice administrator
  • mortgage administrator
  • trade processor
  • investment information administrator
  • account reconciliation administrator
  • financial administrator
  • reconciliation administrator
  • credit co-ordinator
  • finance co-ordinator

Advanced level apprenticeship

You could train in roles like:

  • underwriter
  • broker
  • claims official
  • senior cashiers
  • senior customer advisers
  • foreign currency advisers
  • administration supervisors
  • claims handler
  • adviser
  • supervisor
  • customer service adviser
  • financial advice administrator
  • financial manager
  • corporate actions administrator
  • settlements administrator
  • investments performance administrator
  • pensions team leader
  • pensions administrator
  • pensions manager
  • credit & risk manager
  • credit control team leader
  • credit manager
  • customer adviser
  • senior adviser

Apply for a providing financial services apprenticeship

You can apply for an apprenticeship in England if you’re:

  • 16 or over
  • eligible to work in England
  • not in full-time education