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Framework Details
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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.
Previous Framework Versions
- Pathway 1702 - Providing Financial Services L2 & L3 - FR05104 (v2) View
- Pathway - 1702 - Providing Financial Services FR05019 V2 Nov 2021 (vV2) View
- Pathway - 1702 - Providing Financial Services FR05019 (v1) View
- ACW Providing Financial Services FR04213 (v23) View
- Providing_Financial_Servi_(Wales)_FR04021_22 (v22) View
