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Key Info
10 months
£1240 + VAT
Location
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Providing Financial Services - Pearson Edexcel Level 3 Certificate in Providing Financial Services

Course Objective

This programme is aimed at individuals who provide support to people’s financial needs. 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.

Course Delivery

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.

Key Topics

Improving and maintaining workplace competence in financial environment

Complying with regulations within the financial services environment

Developing productive working relations with colleagues

General Insurance Route [list not exhaustive]

Providing information to customers in a financial services environment

Dealing with complaints relating to financial services products and/or services

Dealing with complex claims for uninsured losses

Dealing with complex claims for insured losses

Banks and Building Societies Route [list not exhaustive]

Providing information to customers in a financial services environment

Dealing with complaints relating to financial services products and/or services

Managing the business relationship with clients in a financial services environment

Supervising the administration of retail financial products and services

Course Duration

Up to 12 months

QUALIFICATION ACHIEVED

Pearson Edexcel Level 3 Certificate in Providing Financial Services

CONTACT DETAILS

ACT Head Office, Ocean Park House, East Tyndall Street, Cardiff, CF24 5ET.

T 029 2046 4727 E info@acttraining.org.uk

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