Providing Financial Services
This Apprenticeship is about working in the financial services sector and helping customers make transactions.
There are more than 60 million people in Britain, and most of them have at least one bank account. Lots of these people will also have loans, mortgages, insurance policies and credit cards, which result in hundreds of transactions happening every minute.
This is a big sector that requires many people to keep things ticking over: cashiers, who perform withdrawals and deposits for customers; customer advisers; insurance brokers, who sell and manage insurance policies; insurance and investment administrators, who keep records and reports up to date, and others.
As an apprentice, you could be working as an insurance clerk, claims handler, investment administrator, cashier or customer service representative. You’ll learn how to work in a financial services environment and follow important regulations. Every day you’ll encounter customers and numbers, so you’ll need good customer-facing skills and a head for maths. The experience and skills you gain will serve you well in many areas of business.
Job Roles
Intermediate Level Apprenticeship
- Processing Administrator
- Underwriting Administrator
- Claims Handling Administrator
- Broking Administrator
- Cashier
- Customer Adviser
- Claims Handler
- Processing Administrator
- Administrator
- Customer Service Adviser
- Adviser
- Financial Advice Administrator
- Mortgage Administrator
- Trade Processor
- Investment Information Administrator
- Account Reconciliation Administrator
- Financial Administrator
- Reconciliation Administrator
- Credit Co-ordinator
- Finance Co-ordinator
Advanced Level Apprenticeship
- Underwriter
- Broker
- Claims Official
- Senior Cashiers
- Senior Customer Advisers
- Foreign Currency Advisers
- Administration Supervisors
- Claims Handler
- Adviser
- Supervisor
- Customer Service Adviser
- Financial Advice Administrator
- Financial Manager
- Corporate Actions Administrator
- Settlements Administrator
- Investments Performance Administrator
- Pensions Team Leader
- Pensions Administrator
- Pensions Manager
- Credit & Risk Manager
- Credit Control Team Leader
- Credit Manager
- Customer Adviser
- Senior Adviser
Last Updated: 10/02/2012
