Framework Details

Framework Title: Providing Financial Services
ID: FR05104
Level/s: 2, 3
Issuing Authority: Financial Services Partnership (FSP)
Issue Date: 01/12/2022

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The purpose of this framework is to train insurance underwriters, claims and broking staff, banking cashiers/call centre advisers, investment operations, pension administrators, financial advice and mortgage support staff and those involved in debt collections.

This framework will be available at Levels 2 and 3 and is relevant for the following job roles:

Level 2: Insurance Underwriting Administrators; Claims Handling Administrators; Broking Administrators; Banking Cashiers;Banking Call Centre Advisers; Investment Information Administrators.

Level 3: Trainee Underwriter; Trainee Claims Official;Trainee Broker or Sales Representative; Senior Bank Cashiers;Senior Customer Advisers; Foreign Currency Advisers;Corporate Actions/Settlement Advisers; Pension Administrators/Team Leaders.

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