About this course
The Level 3 Providing Financial Services (Life, Pensions and Investments Pathway) Apprenticeship has been designed with employers in Wales to equip employees with the skills and knowledge that they need to be able to assist clients with choosing, managing and disposing of life and pension investment products. This programme is designed to provide a robust vocational route to a career in the provision of Life and Pensions Investments.
This programme is suitable for those seeking a developing career in the world of life, pensions & investments, or for those wishing to upskill themselves to take on a more responsible role within the team, or for life, pensions & investments professionals who want an accredited qualification to affirm their existing experience in the field.
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.
- Developing productive working relationships with colleagues
When you agree to undertake an Apprenticeship, you may be required to complete Essential Skills qualifications, depending on your previous qualifications, the Apprenticeship level you are completing and your own particular needs.
This programme will primarily be delivered through 1-to-1 sessions with a member of the ACT delivery team, using a mixture of face-to-face and remote learning sessions. An ACT assessor will meet with the learner, either in the workplace or through digital means, once a month for approximately two hours to support progress
Learners will also be set tasks to complete between each visit, which are tailored to the different needs of each learner and the workplace activities they are involved with.
Learners are supported and encouraged throughout their qualification to reach their full potential in their chosen industry.
The skills and knowledge you will gain throughout this qualification will qualify you for roles including:
- Financial Services Administrator
- Pensions Administrator
- Investment Operations Administrator
- Life and Pensions Consultant
- Financial Planner
- Operations Manager
To start an Apprenticeship in Wales, you need to be:
- aged 16 or over (there is no upper age limit)
- living in Wales
- not in full-time education
- not accessing any other funding from the Welsh Government
You can search and apply for Apprenticeship vacancies here
If you’re looking to undertake an Apprenticeship qualification as a way of upskilling within your current role, you will also need to be:
- employed for a minimum of 16 hours
- supported by your employer to undertake the qualification
- committed to undertaking an average of 8-10 hours of study a week plus classroom
- working in a role that is relevant to the qualification
- employed for at least 51% of your contracted hours in Wales
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