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Apprenticeship standard

Financial Services Administrator

This occupation is found in a range of financial services organisations, including banks, insurance companies, investment firms, and mortgage and financial advisory practices. Financial services administrators work in organisations of varying sizes, from large multinational companies to small…

  • 6 modules
  • 45 sections
  • 39 KSBs
  • 45 learning hours
  • A KSB quiz at the end of every module
  • Certificates for every module quiz and the standard
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What's inside

6 modules, 45 sections.

Each module is split into sections, and each section counts as one learning hour. Every module ends with a quiz on its KSBs.

    1. K1 – The Regulatory Landscape (FSA)
    2. K2 – Professional Standards and Best Practice (FSA)
    3. K3 – The Financial Services Market and Types of Organisations (FSA)
    4. K3 – Financial Services Professionals (FSA)
    5. K3 – Product Providers and Stakeholder Relationships (FSA)
    6. K3 – Basic Financial Numeracy (FSA)
    7. K6 – Products and Services (FSA)
    8. K6 – Banking, Savings and Investments (FSA)
    9. K6 – Insurance Products (FSA)
    10. K6 – Credit Products (FSA)
    11. S1, B1 – Applying Professional Standards (FSA)

    1. K8 – Types of Risk in Financial Services (FSA)
    2. K8, S4 – Risk Identification and Mitigation (FSA)
    3. K7, S5 – Escalation Policies and Practice (FSA)
    4. K8, S4 – AML and Customer Due Diligence (FSA)
    5. B2 – Confidentiality and Due Care (FSA)

    1. K9 – Financial Services Platforms and Software (FSA)
    2. K9 – AI in Financial Services (FSA)
    3. K9 – Emerging Digital Trends (FSA)
    4. K10, S7 – Data Protection and Secure Information Handling (FSA)
    5. S6 – Using Digital Systems in Financial Services (FSA)

    1. K4 – Customer Service Fundamentals (FSA)
    2. K4, S2 – Customer Service Regulation (FSA)
    3. K4, S2 – Complaint Handling (FSA)
    4. K12 – Communication Methods and Techniques (FSA)
    5. K12 – Adapting Communication for Different Stakeholders (FSA)
    6. S9 – Diagnosing and Selecting Communication Approach (FSA)
    7. K11 – Techniques for Positive Stakeholder Relationships (FSA)
    8. S8 – Building and Maintaining Stakeholder Relationships (FSA)
    9. K13, S10 – Research, Analysis and Presentation (FSA)
    10. B3 – Working Across the Organisation (FSA)

    1. K5 – Systems, Processes and SLAs (FSA)
    2. K14 – Time and Task Management (FSA)
    3. S11 – Selecting and Using Time and Task Management Tools (FSA)
    4. K14 – KPIs and Critical Success Factors (FSA)
    5. S3 – Collaboration Skills (FSA)
    6. K5 – Client Onboarding (FSA)
    7. K5 – File Notes and Record Keeping (FSA)
    8. K15 – Continuous Improvement Techniques (FSA)
    9. S12 – Identifying and Recommending Improvements (FSA)
    10. B4 – Working Flexibly and Adapting to Change (FSA)

    1. K16, S13 – Sustainability in Financial Services (FSA)
    2. K17, B6 – CPD and Personal Development Planning (FSA)
    3. S14 – Participating in Development and Staying Current (FSA)
    4. K18, S15, B5 – Equity, Diversity and Inclusion (FSA)

KSBs

39 KSBs, all covered

Knowledge (18)

  • K1
  • K2
  • K3
  • K4
  • K5
  • K6
  • K7
  • K8
  • K9
  • K10
  • K11
  • K12
  • K13
  • K14
  • K15
  • K16
  • K17
  • K18

Skills (15)

  • S1
  • S2
  • S3
  • S4
  • S5
  • S6
  • S7
  • S8
  • S9
  • S10
  • S11
  • S12
  • S13
  • S14
  • S15

Behaviours (6)

  • B1
  • B2
  • B3
  • B4
  • B5
  • B6

A KSB counts as covered once all its sections are done and its module quiz is passed.

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£7 per learner per month, billed annually. One seat is one learner, on the standard you pick for them.

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