Carrying out investment transactions on behalf of individuals or organizations. Occupational Profile Investment Operations Specialists work within the operational and administrative areas of businesses in the Financial Services sector that engage in investment management, investment consulting, trading and reporting activities. Millions of investment transactions are conducted within the UK Financial Services sector every day
Investment Operations Administrator
Providing operational and administrative support in investment management teams. Occupational Profile Investment Operations Support staff work within the operational and administrative areas of businesses in the Financial Services sector that engage in investment management, trading and reporting activities. The support structure underpinning these activities is substantial and varied, with a domestic and global client
Insurance Professional
Specializing in an area of business within the insurance sector, for example broking, client management or underwriting. Occupational Profile Insurance is an incredibly diverse marketplace with a rich history of helping people and businesses assess and manage the risks they face. Over a million people in the UK work in this exciting industry which
Insurance Practitioner
Supporting the sale and renewal of insurance products. Occupational Profile Insurance is an incredibly diverse marketplace with a rich history of helping people and businesses assess the risks they could face. Over a million people in the UK work in this exciting industry which provides products and advice on everything from sports cars to
Financial Services Professional
Working with companies or individuals to plan for their financial futures Occupational Profile The Financial Services industry encompasses a broad range of businesses that manage, or consult around managing money. These include retail and corporate banking, investment management, investment consulting, investment banking, mortgages, and life and pensions. The completion of this apprenticeship will enable
Financial Services Customer Adviser
Helping customers in banks and building societies or the broader financial services sector. Occupational Profile This apprenticeship has been designed for use in Banks and Building Societies, but may have wider application across Financial Services. Within these organizations there are a number of front line roles that deal with customers on a range of
Financial Services Administrator
Providing administrative support to a financial organization, to provide a high quality and compliant service. Occupational Profile The Financial Advice market consists of c19000 SME businesses split approximately 75% financial advice, 25% mortgage advice. These SME businesses are supported by umbrella organizations known as networks who provide a range of support services to the
Financial Adviser
Working within small businesses or large organizations such as banks, giving clients specialist advice on how to manage their money. Occupational Profile Financial advisers provide their clients with specialist advice on how to manage their money. They may be employed in large companies such as banks or within small specialist advice businesses. The role
Credit Controller / Collector
Monitor and manage customer accounts, follow financial policies to collect money owed to organizations. Occupational Profile Credit management is a dynamic function found across all sectors of UK and international commerce and offers a range of challenging and interesting specialisms. Given the importance of credit management and collections, roles are central to many operations,
Conveyancing Technician
Supporting licensed conveyancers with legal matters relating to the transfer of ownership of land or property. Occupational Profile Conveyancing Technicians work under the direct supervision of an Authorized Person, a qualified individual authorized by an Approved Regulator to carry on reserved legal activities e.g. a Licensed Conveyancer; a Solicitor; a Fellow of the Chartered
