Apprentice Financial Services Administrator

CROSBY INSURANCE SERVICES LTD

2 Carlton Court, Team Valley, Gateshead, (NE11 0AZ)

Closes in 13 days (Tuesday 19 August 2025 at 11:59pm)

Posted on 5 August 2025

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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

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Training course
Financial services administrator (level 3)
Hours
Monday- Friday 9am- 5pm

37 hours a week

Start date

Monday 1 September 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.

Training provider

SKILLS NORTH EAST LIMITED

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

Training schedule

  • 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)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted 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 employer

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.

https://www.crosbyinsurance.co.uk/ (opens in new tab)

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 VAC1000335538.

Apply now

Closes in 13 days (Tuesday 19 August 2025 at 11:59pm)

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