Financial Services Administrator Apprenticeship

SIMPLE INSURANCE SOLUTIONS LTD

Manchester (M12 5FL)

Closes in 30 days (Thursday 21 May 2026)

Posted on 21 April 2026

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Summary

We work with a panel of leading insurers to deliver straightforward, cost-effective cover across a wide range of sectors, including property, fleet, liability, and specialist risks. Our approach is built on clarity, efficiency, and long-term client relationships, with a strong focus on delivering dependable service and practical advice.

Wage

£15,600 a year

Check minimum wage rates (opens in new tab)

Training course
Financial services administrator (level 3)
Hours
Monday - Friday, working hours TBC

37 hours 30 minutes a week

Start date

Sunday 24 May 2026

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

Simple Insurance Solutions is an established Manchester-based brokerage providing tailored commercial insurance to businesses across the UK.

We are seeking a professional and motivated Commercial Insurance Broker to join our team. This is a varied role combining new business development, client servicing, and claims support. Key Responsibilities You will manage your own portfolio of commercial clients, advising on suitable cover, placing business with insurers, and supporting clients throughout the policy lifecycle.

  • Develop and secure new commercial insurance business
  • Build and maintain strong, long-term client relationships
  • Assess client requirements and recommend appropriate insurance solutions
  • Obtain and present quotations from insurers
  • Negotiate terms and premiums on behalf of clients
  • Manage renewals, mid-term adjustments, and day-to-day enquiries
  • Support clients through the claims process, liaising with insurers and loss adjusters
  • Ensure compliance with FCA regulations and internal procedures
  • Maintain accurate and up-to-date records

Where you'll work

Hyde Rd
Manchester
M12 5FL

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

METAGEDU APPRENTICESHIPS LTD

Training course

Financial services administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
  • Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
  • Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
  • Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
  • Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
  • Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
  • Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
  • Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
  • Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
  • Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
  • Plan, organise and prioritise own tasks, managing time and resources effectively.
  • Identify opportunities for continuous improvement and recommend solutions to improve processes.
  • Apply current and developing sustainable principles and techniques relative to role.
  • Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
  • Work in line with organisational equity, diversity, and inclusion policies.
  • Apply professional standards and best practice to support positive outcomes for stakeholders, in accordance with legal, regulatory, and ethical rules and principles.
  • Deliver customer service to internal and or external stakeholders that meets their requirements, considering service level agreements, and ethical and financial regulations, such as Treating Customers Fairly (TCF) principles, Know Your Customer (KYC), and identifying and supporting vulnerable customers.
  • Collaborate with and support financial services teams with planned and ad-hoc tasks or projects.
  • Identify potential risks and align tasks with company guidelines to effectively mitigate risks, escalating where appropriate.
  • Escalate issues where appropriate in line with organisational policies, procedures, and legal and regulatory requirements.
  • Use digital systems and processes to meet business and customer needs, considering financial services regulatory and governance requirements.
  • Handle data safely and securely and share information in compliance with data protection legislation and organisational policy.
  • Develop and maintain collaborative and positive relationships with key stakeholders, ensuring a clear understanding of their individual expectations and needs.
  • Select and use appropriate communication methods for the audience and circumstances, and convey technical and non-technical information to stakeholders, adapting as needed and in compliance with relevant policies, guidelines, and legislation.
  • Use available tools and technique to research, collate, analyse, and present data relevant to their role and audience.
  • Plan, organise and prioritise own tasks, managing time and resources effectively.
  • Identify opportunities for continuous improvement and recommend solutions to improve processes.
  • Apply current and developing sustainable principles and techniques relative to role.
  • Participate in training and development activities related to their role, and stay up to date with relevant legal, regulatory, and other changes affecting the industry.
  • Work in line with organisational equity, diversity, and inclusion policies.

Training schedule

Financial Services Administration Level 3.

Requirements

Essential qualifications

GCSE or equivalent in:

  • Maths (grade 4-9)
  • English (grade 4-9)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Initiative
  • Logical
  • Number skills
  • Organisation skills

Other requirements

Starting at £15,600.

About this employer

Simple Insurance Solutions is an established Manchester-based brokerage providing tailored commercial insurance to businesses across the UK. We work with a panel of leading insurers to deliver straightforward, cost-effective cover across a wide range of sectors, including property, fleet, liability, and specialist risks. Our approach is built on clarity, efficiency, and long-term client relationships, with a strong focus on delivering dependable service and practical advice.

After this apprenticeship

Financial Services Administration Level 3.

Ask a question

The contact for this apprenticeship is:

METAGEDU APPRENTICESHIPS LTD

The reference code for this apprenticeship is VAC2000027515.

Apply now

Closes in 30 days (Thursday 21 May 2026)

After signing in, you’ll apply for this apprenticeship on the company's website.