Financial services - standards
Design, implement and lead programmes of economic analysis to support decision making A senior professional economist delivers economic advice and analysis that improves outcomes for those that it’s intended, be
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Assess a customer’s full circumstances and provide suitable advice A debt adviser can work at local authorities, charities and commercial organisations, all of which provide free debt advice to customers.
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Provide information on in-house pension schemes or externally to pension clients of the organisation Workplace pensions administrators and consultants provide information on in-house pension schemes or externally to pension clients
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Help colleagues to build mathematical models to make financial predictions for clients The actuarial profession is a diverse sector that focuses on the management of uncertainty and risk. Actuarial teams
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Assist the team of accountants with junior accounting duties An accounts assistant, also known as a finance assistant, is an integral part of the team responsible for maintaining an efficient
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Support teams that carry out investment transactions on behalf of individuals or organisations An investment operations technician works within the operational and administrative areas of businesses in the financial services
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Give basic advice to financial services organisations on the rules they must follow All financial services organisations need a dedicated compliance or risk officer who is an expert in the
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Support customers in banks or building societies, working at a senior level Apprentices embarking on a career as a senior financial services customer adviser will work at a bank, building
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Provide administrative support to a financial organisation The financial services administrator serves within the financial advice market, which provides businesses with technology, compliance, technical and consultancy support. You will provide
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Carry out investment transactions on behalf of individuals or organisations An investment operations specialist works within the operational and administrative areas of businesses in the financial services sector that engage
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