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Apprenticeships > Financial Services Apprenticeships > Finance Administration Apprenticeships

Finance Administration Apprenticeships

The CII apprenticeship in financial administration is an ideal start to a career in finance, giving you valuable administrative experience.

As the largest deliverer of CII (Chartered Insurance Institute) qualifications in the UK, our support and guidance will help you progress through your qualifications while gaining real on-the-job experience.

The level 2 qualification will give you an ideal starting point, and you can progress to level 3 for a more in-depth insight into the finance industry. This qualification will enable you to undertake an administration role in a finance environment, where you will build an essential foundation of financial knowledge, and practical skills.

Depending on your place of work, this role may involve supporting new customers, testing your analytical skills by reporting on finances, and providing an important administrative service that will ensure the company runs smoothly.


Finance Administration Apprenticeship details

Qualification name:We offer the CII Award in Financial Administration, both at level 2 and level 3.
Units:On both level 2 and level 3 qualifications, you will have the choice between these two units:

  • CF1 – UK financial services, regulation & ethics
  • FA1 – Life office administration

However, depending on your role, you may choose to complete other finance-related qualifications when progressing to level 3, such as the CF6 Certificate in Mortgage Advice.

Responsibilities may include:
  • Supporting financial advisors with administrative duties
  • Processing new business applications
  • Contributing to reports for financial planning
  • Providing informative and reliable customer service
  • Assessing and making use of financial information to reconcile accounts
Employers you could work with:Examples of our employers who have offered this qualification include St James Place, and Skipton Building Society. Other examples of our employers within the finance sector include Direct Line, and NFU Mutual. Check out our current vacancies to see what’s available.
Entry requirements:For Level 2 qualifications, many employers are looking for grades C or above in GCSE maths and English. The level 3 will require at least a year’s experience within the industry, or sufficient knowledge of finance to adapt.
Support you will gain:Throughout the course, you’ll receive expert support from a tutor with industry experience, with monthly visits to your workplace and support over phone and email. You will also receive phone and email contact from our retention team to ensure you are receiving the best support possible.

What can I do afterwards?

The qualifications are designed for those who work or want to work in an administrative role within the finance sector, banks and building societies, however you can also progress into further CII qualifications to progress into roles such as Financial Advisor and Financial Paraplanner.




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