Financial Services Operations Practitioner

Level 3 Apprenticeship
Financial Services Administrator

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Who is this programme for?

In a fast paced environment, efficient operations are essential for Financial Service firms to be able to maximise output whilst balancing customer experience. In turn these provide capabilities to the rest of the business, ensuring compliance and delivering critical services. This programme is suited to those aspiring to break in to the Financial Services sector and provides an excellent foundation to a range of career paths, such as:

  • Operations Analyst
  • Customer Support Adviser
  • Financial Administrator
  • Banking Operations Associate

How does Davies deliver?

Our programme is built around a professional apprenticeship. The learning is wrapped around and incorporates daily work, this is supplemented by ‘off the job’ development, which on average accounts for 6 hours per week (completed within paid time). Access to all of our training content is via our digital platforms enabling 100% remote delivery. This incorporates:

  • Virtual classroom learning & workshops
  • Online learning (accessed via PC or mobile)
  • 121 coaching & support from industry practitioners
  • Professional Qualification Support

What does the programme cover?

This programme will develop Knowledge, Skills, and Behaviours and will provide people with the awareness and capabilities required to accelerate their career in Financial Operations.

Knowledge

Financial Services Market | Regulatory & Compliance | Products | Systems & Processes

Skills

Quality Service Delivery | Customer Communication & Relationships | Team Working & Collaboration | Planning & Prioritising | Usings Systems & Processes

Behaviours

Honesty & Integrity | Adaptability | Enthusiasm | Dependability | Personal Commitment

Programme details

Level 3 Apprenticeship

Professional qualifications

CII Cert in Financial Services
CII CF1 UK Financial Services, Regulation & Ethics
CII R01 Financial Services, Regulation & Ethics

Duration: 16 – 18 Months
Funding Band: £12,000

Entry Requirements
  • To have the right to work in the UK
  • To have lived in the UK/EEA continuously for the past three years
  • At least a grade 4/C GCSE (or equivalent) in Maths and English
  • To have passed the Davies aptitude test
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