Offering and administering finance packages to customers buying vehicles Occupational Profile This standard contains 2 roles in a core and options structure. Both roles provide information in relation to aspects of Motor Finance for an Intermediary (Retailer/Broker) or their customer – primarily offering and/or administering finance packages to customers buying vehicles. This may include
Mortgage Adviser
Giving clients advice on appropriate mortgages and related protection products such as life insurance or sickness and unemployment insurance. Occupational Profile Mortgage advice is provided by a number of different types of businesses; direct to consumer through banks & building societies and also via mortgage intermediaries in the form of independent brokers or advisers
Licensed Conveyancer
Responsible for legal matters relating to the transfer of ownership of land or property, managing client portfolios and providing conveyancing legal services. Occupational Profile Licensed Conveyancers are specialist property lawyers who deal with all legal matters relating to the transfer of ownership of land or property from a seller to a buyer; as well as
Investment Operations Technician
Supporting teams that carry out investment transactions on behalf of individuals or organizations. Occupational Profile Investment Operations Technicians work within the operational and administrative areas of businesses in the Financial Services sector that engage in investment management, trading and reporting activities. Transactions in these businesses can range in size from hundreds of pounds to
Investment Operations Specialist
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
