Young female Level 3 Financial Services Administrator apprentice standing in front of a table of with brainstorming colleagues at a meeting n a small office with a laptop and financial graphs on the table
LIBF Part of Walbrook Institute London
Employer apprenticeship pathway

Level 3 Financial Services Administrator Apprenticeship

Activate a skilled, qualified administrator – backed by apprenticeship levy funding

Support roles are the backbone of any financial services firm. The Level 3 apprenticeship gives you a structured route to bring in motivated people and develop them into trained, compliant administrators – using funding available from the apprenticeship levy. Walbrook handles the complexity. You focus on your business.

Book in a call with Walbrook's Business Development Director Sally Plant or register your interest and we'll be in contact soon.

Discuss your talent strategyRegister your interest
Walbrook apprentice with Walbrook logo on his laptop

What your apprentice delivers for your business

In 12 months, you gain a qualified team member who understands financial markets, systems, and regulation – shaped by structured learning, peer support, and workplace mentoring, with delivered sessions run in cohorts, and capable of delivering client-centric, Consumer Duty-aligned service.

Learning is deliberately sequenced to mirror your business needs. Competence builds progressively throughout the programme, so the value to your firm grows at every stage – not just at the end.

Why Walbrook

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    Over 147 years of expertise 

    Trusted by financial services firms across the UK for over 147 years, with a proven track record in professional financial education.

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    We build it and deliver it

    The only awarding body delivering its own apprenticeships, qualifications and programmes – aligned in a unified framework.

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    Level 3 to Masters pathway

    The only provider offering a seamless employer pathway from Level 3 administrator to chartered professional and Masters degree.

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    Full visibility of progress

    Full visibility of your apprentice's progress through regular reporting, scheduled reviews, and real-time access via our learning platform.

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Who can enrol 

This pathway is flexible – giving you real options in how you build your team: 

  • School leavers entering financial services for the first time 

  • Career changers moving into the sector 

  • Existing team members you want to formally upskill and qualify 

Walbrook carries out eligibility checks and aligns the curriculum to your business before any enrolment begins.

Apprenticeship levy funding

Apprenticeship levy funding is available to employers of all sizes – whether you pay into the levy or not. Here's what that means for your business:

How it works in practice

Your apprentice studies one day a week alongside their role – combining online sessions, 1:1 tutor support, self-guided study, and workplace mentoring. Delivered sessions are run in cohorts, building both knowledge and professional confidence alongside peers at the same stage. 

Your commitment as an employer is straightforward: 

  • Assign a workplace mentor – starting with shadowing and progressing to signing off competence as skills develop 

  • Attend progress reviews every 10 weeks with your apprentice and their Walbrook coach 

  • Employ the apprentice for at least the full duration of the apprenticeship 

How it works in practice v2

What Walbrook handles

You manage your apprentice as you would any member of your team. Everything else is Walbrook's responsibility:

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    Recruitment support

    Access to motivated candidates through the government's Find an Apprenticeship service

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    Programme delivery

    Structured, cohort-based learning managed end-to-end by Walbrook

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    Pastoral care

    Dedicated support for your apprentice's wellbeing, learning, and progress

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    Progress tracking

    Regular reporting, structured progress reviews, and real-time learner visibility through our learning platform
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    Apprenticeship service account support

    Full guidance to set up your account and access your apprenticeship levy funding

     

Where this leads

Level 3 is the first step in a clear career architecture. Completers can progress directly into the Level 4 Financial Planner – Adviser or Paraplanner Pathway (DipFA®) – opening doors to roles including trainee financial adviser, paraplanner, compliance officer, and client relationship manager. 

Invest at Level 3, and within five to six years – drawing on apprenticeship levy funding throughout – you can develop a home-grown chartered professional. That's a complete talent pipeline, built from within your firm. 

Explore the Level 4 pathway

Start building your team with Walbrook

Whether you're looking to bring in new talent or develop the people you already have, we'll help you build a programme that works for your business. Book a call with Sally, our Business Development Director, to discuss your talent strategy – she'll guide you through your pathway options and any questions you might have.

Discuss your talent strategyRegister your interest
Sally Plant Walbrook Business Development Director