Financial Services Administrator
Managing credit and collecting debt for businesses and other organisations.
Apply nowCourse Overview
A Financial Services Administrator role offers general office administrative support and maintains customer/policy records through the customer management system and associated IT solutions.
Support the account handling team in delivering a complete customer service proposition in a professional, timely and efficient manner, including new business, mid-term adjustments and renewals.
Transact with insurers and customers accordingly.
What will you learn?
Understanding the Financial Services Market
- Gain a broad understanding of the structure of the Financial Services market.
- Learn about the role of financial advisers and product providers.
- Understand customer outcomes, support services, and platforms.
Regulatory Framework and Compliance
- Understand the Financial Services regulatory framework.
- Learn the ethics and key principles of the advice process.
- Ensure adherence to compliance standards in all activities.
Financial Products Knowledge
- Understand the purpose and technical content of financial services products and services.
- Learn about various financial products offered to clients.
- Gain knowledge to support advisers in product selection and client recommendations.
Systems and Processes in Financial Services
- Understand all systems and processes required to deliver role outcomes.
- Learn how these systems fit within the wider company and industry.
- Develop proficiency in using IT systems to support financial services operations.
CF1 Regulation and Ethics Qualification
- Achieve the CF1 qualification, covering UK financial services regulation and ethics.
- Understand the regulatory environment governing financial services.
- Apply ethical standards in all aspects of financial administration.
Can I apply
for this course?
Minimum GCSE Grade 4/C (or equivalent in Maths and English) or higher.
Progression
Opportunities
All of the courses we offer at SNE are aimed to help progress your continuous professional development.
This is an entry-level role which provides the foundation knowledge, skills & experience for progression into a number of career paths, including Senior Administrator, Paraplanner, Financial Adviser or Mortgage Adviser.
Register your interest
Get in touch with one of our experts now. They live and breathe SNE and will be able to advise you the best route for you or your business.
Apply nowLooking to empower your current staff?
Hiring an Financial Services Administrator Apprentice to support your business’s needs.
We can work with you to source a suitable applicant for your business or you can up-skill your existing employees. If the Apprentice is under 19 and your business has less than 50 employees, there will be no cost for the training. If they are over 19 and/or your business has over 50 employees then you will contribute 10% towards the cost of the training.
Learner testimonial
"I had an amazing experience training SNE. I gained completely new skills which gave me the confidence to pursue something I’ve wanted to do since leaving school. I’ve always worked in jobs that I was never fully happy in but always stayed put as I felt ‘comfortable’."
Laura - Level 3 Learner
