Do you want to understand the inner workings of the world’s financial systems? Are you interested in how successful business leaders manage and invest their moneyThis apprenticeship provides opportunities to break into a dynamic and highly-paid industry that is rapidly growing in Scotland. 

Trade the stocks of the latest breakthrough company as a broker. Move money around the globe as a foreign currency adviser. Provide life-changing opportunities to your clients as an investment information administrator. 

This apprenticeship will equip you with key skills required for success in the financial services industry. You can develop your knowledge of financial products such as mortgages, securities, insurance and pensions. Youll get to learn first-hand from finance professionals, developing your understanding of economics and business strategy. Whatever your interests in the world of finance, you will be able to develop practical skills that will get you ready for the financial services industry. 

What's the qualification?

You will gain a Modern Apprenticeship qualification at either SCQF level 5 or in Providing Financial Services. This qualification includes:  

  • Core skills modules that teach essential skills for all financial services roles 
  • An enhancement module that allows you to gain another industry relevant qualification 
  • Hands-on work experience in a real-world industry environment  

SCQF qualification levels explained

What will I learn?

During your apprenticeship, you'll learn how to:     

  • Provide high-quality financial and mortgage advice 
  • Understand financial products such as securities and pensions 
  • Complete key financial administration tasks 
  • Manage and invest savings 
  • Deliver a professional level of customer service  

You will also develop the following core skills:   

  • Communication 
  • Numeracy 
  • Teamwork 
  • Information and communication technology skills 
  • Problem-solving  

These skills are transferable across a wide variety of sectors such as business, retail and ICT. 

Where could it take me?

There are many options available to you upon completing this Modern Apprenticeship to further your career in financial services. You can study in further education or begin employment immediately.  

Further education: Continue your studies with higher level financial services qualifications such as a Degree or Master’s in Financial Services or industry qualifications such as the CII Certificate/Diploma in Insurance.  

Straight to work: Use your financial services qualifications to secure a job in the industry. Examples of relevant employment are listed below:

  • Broker 
  • Bank Cashier 
  • Foreign Currency Adviser 
  • Insurance Underwriter 
  • Investment Information Administrator 
  • Claims Handling Administrator 

Entry requirements

There are no set entry requirements for this apprenticeship. However, many employers will expect a proven ability in literacy or numeracy. 


This Modern Apprenticeship will take 12-24 months to complete.  

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