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This programme is aimed at individuals who provide support to people’s financial needs. Pathways Available:
This route is aimed at routine administrative roles. Specific job roles include claims handling processors, underwriting administrators and administrators within both insurers and insurance intermediary organisations.
Aimed at Senior Cashiers, Senior Customer Advisers, Foreign Currency Advisers and Administration Supervisors.
An assessor will visit the candidate in the workplace at least once a month for a minimum of an hour. In addition to this there will be approximately four hours of work set between visits. To achieve the Certificate in Providing Financial Services, you will complete 7 units
This knowledge component is delivered by an approved tutor via a combination of training workshops and workplace coaching over a number of pre-agreed dates. The qualification is externally assessed via on screen multiple-choice tests.
Improving and maintaining workplace competence in financial environment
Complying with regulations within the financial services environment
Developing productive working relations with colleagues
Up to 15 months
Pearson Edexcel Level 3 NVQ Certificate in Providing Financial Services
City and Guilds Level 3 Certificate in Customer Service
ACT Head Office, Ocean Park House, East Tyndall Street, Cardiff, CF24 5ET.
T 029 2046 4727 E firstname.lastname@example.orgEnquire Now