Technical occupations: skilled occupations that a college leaver or an apprentice would be entering, that typically require qualifications at levels 2/3.
Cluster: Legal Assistant
Under supervision, provide legal support; delivering advice, research and document drafting and/or processing files, providing administrative support and dealing with clients.
Cluster: Financial Services Administrator
Provide highly accurate support to operations and administration across wide areas of financial service areas including research and analysis compliant with relevant regulations. Deliver support to clients and to client account management (risk, collection, enforcement, recovery).
Handle enquiries coming directly from customers in all forms across a range of financial products and services and support sales generation using product/service specialisms commonly driven by regulations.
Financial Services Customer Advisor
Motor Finance Specialist
Cluster: Assistant Accountant
Undertake routine accountancy support analysis and report on financial activities including dealing with HMRC.
Tax Support Assistant
Higher Technical occupations: require more knowledge and skills acquired through experience in the workplace or further technical education. They typically require qualifications at levels 4/5.
Cluster: Legal Technician
Deliver Family Law, Civil Litigation, Criminal Law, Company, Business Law and conveyancing transactions (land and property), estate administration and manage small, non‐complex cases under supervision.
Cluster: Financial Technician
Model the financial needs of clients using a wide range of digital/IT skills. Give advise based on research and analysis directly to clients covering a wide range of financial services and products.
Banking Business Associate
Cluster: Investment Specialist
Perform complex and specialist operational support to transactions across a wide range of financial instruments and products.
Investment Operations Specialist
Cluster: Insurance Specialist
Provide a full range of technical support and services to clients and colleagues across all types of insurance activities which require bespoke research and analysis.
Cluster: Regulatory Compliance Officer
Provide analytical and auditing support to clients ensuring whole organisation compliance with the regulations. Covers multiple sectors from financial to environment, health and safety, food. Etc.
Cluster: Accounting/Tax Technician
Create, analyse and audit financial information for internal and external clients and the regulatory authorities.
Internal Audit Practitioner
Professional Accounting/Tax Technician
Professional occupations: occupations where there is a clear career progression from higher technical occupations, as well as those occupations where a degree apprenticeship exists.
Cluster: Legal Professional/Lawyer
Deliver legal services to internal and external clients based on specific specialism e.g. land/property conveyancing, Family law, civil litigation, criminal, company & business law.
Chartered Legal Executive
Cluster: Financial Services Professional
Provide high quality advice and support to internal and external clients across a full range of financial instruments and services using specialist knowledge of instruments and services supported and areas of the business worked in.
Financial Services Professional
Professional Economist (degree)
Senior Insurance Professional
Senior Investment/Commercial Banking Professional
Senior Professional Economist
Cluster: Compliance/Risk Specialist
Provide high quality input and advice to employers based on specialism e.g. risk, financial crime, compliance, data modelling and analysis.
Senior Compliance/Risk Specialist
Cluster: Relationship Manager (Banking)
Provide products and services to meet specific client financial needs using a range of specialist knowledge across a range of financial service settings.
Relationship Manager (Banking)
Cluster: Professional Accountant
Direct and oversee the creation, analysis and auditing of financial information for internal and external clients and the regulatory authorities often requiring specialist knowledge.