NVQ (QCF) Level 2 Certificate in Providing Financial Services

Course Description

This qualification recognises occupational competence for people working in roles 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. It is also suitable for jobs which have administrative functions within investment operations, mortgage administration, and financing and credit operations.

Candidates may be able to complete this qualification using funding for the Department for Economy Apprenticeship programme.


12 – 18 months


Assessment is completed through a range of assessments in the workplace.  This includes observation of the candidate at work, recorded professional discussions, witness statements from the candidate’s line manager and examination of product evidence.

Entry Requirements

Candidates must be working in a financial services business.

Progression Routes 

Candidates can go on to complete the Level 3 certificate however they need to be in a supervisory role with responsibility for leading teams of staff

Job Roles within the Financial Services Industry

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

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