Financial services administrator

This apprenticeship is in revision

A revised version of this assessment plan is approved by Skills England under the 2025/2026 apprenticeship assessment reforms and is available for information only. It will replace the version below for new starts from 12th November 2026 with a funding band of £10,000. Until then, the below end-point assessment remains in place. Further details of this and other apprenticeships in revision are available in the revisions and adjustments status report.

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Contents

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Version log

Version Change detail Earliest start date Latest start date
Revised version awaiting implementation Assessment plan revised 12/11/2026 Not set
1.3 The standard and assessment plan have been updated and funding band has been revised. 01/11/2025 11/11/2026
1.2 Retired standard 21/03/2025 31/10/2025
1.1 End-point assessment plan revised 15/01/2025 20/03/2025
1.0 Approved for delivery 12/11/2014 14/01/2025
Employers involved in creating the standard: AJ Bell, BPP, Chartered Banking Institute, Chartered Institute of Securities and Investments, Chartered Insurance Institute, Davies Group, DSW, Fidelity International, Fitch Learning, Innovation Group, Kaplan, LIBF, M&G Wealth, Mercer, Mercer Marsh Benefits, Simply Academy, SJP, Skills Edge, St James's Place Wealth Management, TransRe

Crown copyright © 2026. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

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