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Key Info
10 months
£1080 + VAT
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Providing Financial Services Level 2 Certificate

This programme is aimed at individuals who provide support to people’s financial needs.

Pathways Available

Customer Payments for financial Products and Services 

Aimed at Financial Administrators and Reconciliation Administrators. Receiving face to face or telephone payments to and from customers. Reconciling and paying monthly accounts from product providers. Checking and matching entries and resolving discrepancies.

General Insurance Pathway

This route is aimed at routine administrative roles. Specific job roles include claims handling processors, underwriting administrators and administrators within both insurers and insurance intermediary organisations.

Banks and Building Societies Pathway  

This route is aimed at Cashiers, Customer Advisers and Foreign Currency Advisers.

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