Apprentice Financial Services Administrator
CROSBY INSURANCE SERVICES LTD
2 Carlton Court, Team Valley, Gateshead, (NE11 0AZ)
Closes in 14 days (Thursday 24 July 2025 at 11:59pm)
Posted on 9 July 2025
Contents
Summary
Our employer is looking for a Financial Services Administrator Apprentice. You’ll support the team by delivering high‑quality, compliant administrative support. You’ll be central to ensuring excellent service, regulatory adherence, and smooth operations across client-facing and back‑office functions.
- Wage
-
£14,526.20 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
- Training course
- Financial services administrator (level 3)
- Hours
-
Monday - Friday 9am - 5 pm
37 hours a week
- Start date
-
Friday 1 August 2025
- Duration
-
1 year 3 months
- Positions available
-
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
- Provide daily administrative tasks—filing, scanning, photocopying, banking, processing premium payments, handling mail and calls
- Maintain and update client/policy records using CRM and back‑office systems
- Support processes such as new business, renewals, mid‑term adjustments, and claims
- Liaise with insurers, product providers, and clients to process requests and communications
- Prepare annual review materials, letters, and email correspondence
- Ensure customer files meet compliance standards; escalate any complaints immediately
- Manage instalment/credit provisions and support claims administration with the Claims Team
Where you'll work
2 Carlton Court, Team Valley, Gateshead,
NE11 0AZ
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
SKILLS NORTH EAST LIMITED
Your training course
Financial services administrator (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times
- Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.
- Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
- Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements
Your training plan
You will attend 1 day per week with our Training Provider, Skills North East, either remotely or on-line. Working towards a Level 3 Financial Services Administrator apprenticeship standard.
Requirements
Essential qualifications
GCSE in:
- English (grade Grade 4 or higher)
- Mathematics (grade Grade 4 or higher)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Creative
- Initiative
- Non judgemental
- Patience
About this company
Crosby Insurance Brokers have provided exceptional service to individuals and businesses seeking comprehensive insurance for over 30 years. Established in 1991, their Insurance Brokerage is an industry leader in handling business and commercial property insurance. With unparalleled experience and in-depth knowledge of the insurance industry, Crosby Insurance Brokers are well-equipped to offer a level of guidance with expert advice that is unmatched by competitors.
After this apprenticeship
Possible progression within the company.
Ask a question
The contact for this apprenticeship is:
SKILLS NORTH EAST LIMITED
Martin Cameron
martin@sne.org.uk
0191 2504590
The reference code for this apprenticeship is VAC1000330869.
Apply now
Closes in 14 days (Thursday 24 July 2025 at 11:59pm)
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