Enabling individuals to become highly competent senior professionals in financial services Occupational Profile The Financial Services industry encompasses a broad range of businesses who manage or consult around managing money. This apprenticeship will enable individuals to become highly competent senior professionals in commercial/business banking, investment management, investment consulting, investment banking or investment operations. These
Senior Insurance Professional
Helping people and businesses assess and manage the risks they face. 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 provides protection from the risks associated
Senior Financial Services Customer Adviser
Supporting customers in banks or building societies (or the broader financial services sector), working at a senior level. Occupational Profile This apprenticeship has been designed for use in Banks and Building Societies, but may have wider application across Financial Services, including Life Insurers. Within these organisations there are a number of front line roles
Senior Compliance / Risk Specialist
Giving high-level advice to financial services organizations on the legal and regulatory rules they must follow, such as on data security or preventing money laundering Occupational Profile All financial services organisations have to meet a wide range of compliance and risk requirements set out in legislation e.g. data security, or required by regulators e.g. financial
Relationship Manager (Banking)
Providing financial products and services to customers, helping them achieve their business goals. Occupational Profile The role has responsibility for providing products and services to a portfolio of customers, to help them achieve their business goals alongside delivering the Bank’s business plan, whilst meeting the required ethical, risk and governance standards. The role may
Professional Accounting Taxation Technician
Working as an accountant or bookkeeper for an accounting practice, business, organizations or HMRC. Occupational Profile Individuals in the role of a Professional Accounting/Tax Technician will have responsibility for creating, and / or verifying and reviewing, accurate and timely financial information within the organization in which they are employed or on behalf of another
Probate Technician
Assisting a probate lawyer to administer the estate of a deceased person. Occupational Profile The role of a Probate Technician is to support the fee earning activities of a principal probate practitioner by working on a brief defined by the supervisor to action legal and tax procedures related to the administration of an estate.
Payroll Administrator
Setting up and operating the payroll within the organization in which they are employed or on behalf of another organization Occupational Profile Payroll Administrators will, typically, have responsibility for setting up and operating the payroll within the organization in which they are employed or on behalf of another organization. The role may be located
Paraplanner
Assisting financial advisers with researching, analysing and preparing financial reports for clients. Occupational Profile Due to recent regulatory changes, there is an increasing demand for professionally qualified technical support in Financial Adviser businesses. The role of the Paraplanner is to assist the Financial Adviser in researching analyzing & preparing compliant financial reports for clients
Paralegal
Providing legal support, including administrative tasks, carrying out research and drafting legal documents and forms. Occupational Profile Provide legal support whilst working under supervision. Typical activities that may be carried out, but are not exclusive to this role include: Managing data/records Reviewing documents Drafting and producing legal documents and standard forms Assisting with the
