Who is the apprenticeship for?

Accelerate Career Growth: Apprentices gain valuable skills and knowledge specific to the life, pensions and investments industry, enhancing their expertise in customer service, financial products and services and industry regulations. Through practical experience and structured learning, apprentices will develop personally and professionally, acquiring transferable skills that will benefit them throughout their career. Successful completion of the qualification opens doors to various career opportunities within the life, pensions and investment sector such as Senior Pensions Administrator, Fund Manager or Pensions and Investments Advisor.

Industry-Recognised Certification: Apprentices will have the opportunity to earn an industry-recognised certification, providing them with a competitive edge in the job market. Employer’s value the skills and expertise gained through this apprenticeship, opening doors to exciting opportunities.

Tailored Curriculum: Our comprehensive curriculum is designed to meet the demands of the continually evolving insurance industry. It has a flexible approach and allows apprentices and their employers to choose optional and additional units that meet the requirements of their job role. Apprentices will cover essential topics such as regulatory compliance, customer relationship management, communication skills, teamwork and conflict resolution.

Experienced and Knowledgeable Advisors: Throughout the apprenticeship, we will provide access to a network of experienced advisors who will offer guidance, coaching, support, and feedback.

This apprenticeship is made up of a combination of mandatory units and optional units. We will work with you to decide which optional modules are most suited to you and your job role.

Units include:

• Complying with regulations within the financial services environment.
• Improving and maintaining workplace competence in a financial services environment.
• Authorising requests for payment against life, pensions and investment contracts.
• Authorising the underwriting of life, pensions and investment contracts.
• Dealing with complaints relating to financial services products and /or services.
• Managing the business relationship with clients in a financial services environment.
• Processing complex requests for payment against life, pensions and investment contracts.
• Processing documentation for complex life, pensions and investment contracts.
• Providing information to customers in a financial services environment.
• Underwriting complex new life, pensions and investment business quotations.
• Underwriting complex alterations to life, pensions and investment contracts.

And many more…

• Typical duration of 18 months.
• Induction session for apprentices and for their line managers.
• One to One tutor coaching and assessment support sessions.
• 13 full day CII knowledge workshops*
• 3 online or test centre exams for CII Level 3 Certificate*
• 4 Essential skills assessment days. (2 Preparation days and 2 Live Task days)
• 2 hour long essential skills confirmatory tests.

Apprentices who select the Level 3 Certificate in Customer Services will not attend the CII knowledge workshops or undertake the CII examinations.

Essential Skills activities are not applicable to apprentices with exemptions.

• Level 3 NVQ Certificate in Providing Financial Services (Life, Pensions, and Investments Pathway)
• CII Level 3 Certificate in Financial Services – Life and Pensions Route or Highfield Level 3 Certificate in Customer Service
• Essential Skills Wales Level 2 in Communication
• Essential Skills Wales Level 2 in Application of Number

Essential skills may not be applicable where apprentices can show an exemption