- Framework:
- Providing Financial Services
- Level:
- 2/3
The purpose of this framework is to train insurance underwriters, claims and broking staff, banking cashiers/call centre advisers, investment operations, pension administrators, financial advice and mortgage support staff and those involved in debt collections.
This framework would suit if you have good:
- good communication and listening skills;
- numeracy, research, analytical and IT skills;
- self discipline; and
- record-keeping skills.
This programme would also suit you if you have a good understanding of providing solutions to people’s financial needs and can interact with different kinds of people.
To be successful on the programme entrants should preferably possess GCSEs in English and Maths at grades A to C, however, many employers are also interested in skills and experience.
You will be asked to declare any criminal convictions, bankruptcy or CJJs at the time of registration onto the qualifications.
Pathway options and levels
Providing Financial Services - Level 2
Pathway 1: Supports the job roles of Processing Administrator, Underwriting Administrator, Claims Handling Administrator and Broking Administrator.
Pathway 2: Supports the job roles of Cashier and Customer Advisor.
Pathway 3: Supports the job roles of Processing Administrator and Claims Handler.
Pathway 4: Supports the job roles of Customer Service Advisor, Administrator and Advisor.
Pathway 5: Supports the job roles of Financial Advice Administrator and Mortgage Administrator.
Pathway 6: Supports the job roles of Investment Information Administrator, Trade Processor and Account Reconciliation Administrator.
Pathway 7: Supports the job roles of Financial Administrator and Reconciliation Administrator.
Pathway 8: Supports the job roles of Credit Co-ordinator and Finance Co- ordinator.
Providing Financial Services - Level 3
Pathway 1: Supports the job roles of Broker, Underwriter and Claims Official.
Pathway 2: Supports the job roles of Senior Cashiers, Senior Customer Advisers, Foreign Currency Advisers and Administration Supervisors.
Pathway 3: Supports the job roles of Corporate Actions Administrator, Settlements Administrator, Investment Performance Administrator and Supervisors.
Pathway 4: Supports the job roles of Underwriter and Claims Handler.
Pathway 5: Supports the job roles of Financial Advice Administrator and Financial Manager.
Pathway 6: Supports the job roles of Customer Service Adviser, Supervisor, Advisor.
Pathway 7: Supports the job roles of Pensions Team Leader, Pensions Administrator and Pensions Manager.
Pathway 8: Supports the job roles of Credit Manager, Credit & Risk Manager and Credit Control Team Leader.
Pathway 9: Supports the job roles of Customer Advisor and Senior Advisor.
Further information
Duration
Level 2: 12 months
Level 3: 18 -24 months
Progression routes
Level 2: Routes include:
- Level 3 Apprenticeship
- Employment
- Higher Apprenticeship
- In-house training and development programmes
Higher level professional qualifications, including:
- Chartered Insurance Institute (CII) Level 3 Certificate, Level 4 Diploma and Level 6 Advanced Diploma in Insurance;
- Level 4 Higher Apprenticeship in Insurance;
- Foundation Degrees in Financial Services.
Level 3: Routes include:
- Employment
- Level 4 Higher Apprenticeship
- In house training and development programmes.
Higher level professional qualifications, including:
- Chartered Insurance Institute (CII) Level 4 Diploma and Level 6 Advanced Diploma in Insurance;
- Foundation Degrees in Financial Services
- BA/MSc in Financial Services
Qualifications
Level 2: Certificate in Providing Financial Services
Level 3: Certificate in Providing Financial Services
What are the entry requirements for this pathway?
All apprenticeship pathways in Wales have entry requirements.
If you are interested in undertaking this pathway – you need to have the following entry level qualification(s);
2
No formal entry requirements.
You should be able to demonstrate to an employer and a learning provider:
- a proven commitment to working with people, perhaps through school link courses or work experience;
- attainment of GCSEs or equivalent;
- an interest in financial services.
3
No formal entry requirements.
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