Providing Financial Services (Wales)

Framework status: Current (latest) issue

Framework details

Framework ID: FR04213
Issue number: 23
Issued: 19 January 2018

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Providing Financial Services (Wales)
(PDF document 10.2 MB)

Issued by
Financial Skills Partnership

Contact name:
Telephone number: 0114 261 1499
Please download the framework for email contact information.

Purpose

The purpose of this framework is to train and retain 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 is at Levels 2 and 3.

Insurance underwriting, claims, investment and call centre personnel, unlike other parts of the sector, are not concentrated in particular regions, but are spread across the whole country. The average age of underwriting and technical claims personnel is over 40 years and it is therefore vital that new entrants are brought into the industry.

Download framework

Providing Financial Services (Wales)
(PDF document 10.2 MB)