NVQ (QCF) Level 2 Certificate in Providing Financial Services

NVQ (QCF) Level 2 Certificate in Providing Financial Services

Course Description

This qualification recognises occupational competence for people working in

roles within:


  • Banks and Building Societies - retail banking within banks, building societies and call centres. It is suitable for job roles such as cashiers and customer advisers, and also for people working in: the opening and maintaining of customer accounts; the operation of customer accounts’ operation of currency tills and counter services; and handling of payments
  • Investment Operations - administrative functions within investment operations, mortgage
  • Financing and credit operations. Specific job roles include trade processors, investment information administrators, account reconciliation administrators, settlements administrators, investments performance administrators and corporate actions administrators
  • General insurance in routine administrative roles. Specific job roles include claims handling processors, underwriting administrators processing, and administrators within insurance intermediary organisations
  • Life, pensions and investment in routine administrative roles
  • Debt collection roles.


Level 2 Certificate in Providing Financial Services                                              21 credits

This qualification is the one required for DEL Team Leading Apprenticeship Framework

Mandatory Units

Improving and maintaining workplace competence in financial services environment

Planning and organising work in a financial services environment

Complying with regulations within the financial services environment


Optional Units are chosen from a range of pathways as detailed below:

Customer payments for financial products and services

General Insurance

Investment operations

Life, pensions and investments

Financing and credit

Administration for financial planning and/or mortgage administration

Debt collections




6 - 12 months depending on course and individual circumstances

Contact a member of our Student Support Team (link) for further information


Oral and written unit assessments through student portfolio with practical vocational observations, professional discussion and collection of witness statements.

Are you Interested in applying to this course, or any others? Find your nearest office and get in touch

© Copyright People 1st 2018