

Approved
Standards approved for Delivery by the ESFA
Accounts/Finance Assistant
Maintaining an efficient and accurate finance function within a business.
Assistant Accountant
Carrying out routine financial activities and support for businesses and organisations of all types and sizes.
Associate Project Manager
Managing project work and teams for businesses and other organisations.
Chartered Manager (Degree)
Taking responsibility for long-term organisational success, managing people, projects, operations or services.
Compliance & Risk Officer
Giving basic advice to financial services organisations on the legal and regulatory rules they must follow - such as those about data security or preventing money laundering.
Financial Services Customer Adviser
Handling day to day queries and providing HR advice ranging from recruitment through to retirement.
HR Consultant / Partner
Providing human resources (HR) expertise within a company or organisation.
HR Support
Handling day to day queries and providing HR advice ranging from recruitment through to retirement.
Insurance Practitioner
Supporting the sale and renewal of insurance products.
Insurance Professional
Specialising in an area of business within the insurance sector, for example broking, client management or underwriting.
Investment Operations Specialist
Carrying out investment transactions on behalf of individuals or organisations.
Investment Operations Technician
Supporting teams that carry out investment transactions on behalf of individuals or organisations.
Payroll Administrator
Setting up and operating the payroll within the organisation in which they are employed or on behalf of another organisation.
Professional Accounting/ Taxation Technician
Working as an accountant or bookkeeper for an accounting practice, business, organisations or HMRC.
Relationship Manager (Banking)
Develop customer relationships, manage governance and risk, identify and meet customer need and deliver commercial results.
Senior Compliance & Risk Specialist
Giving high-level advice to financial services organisations on the legal and regulatory rules they must follow, such as on data security or preventing money laundering.
Senior Financial Services Customer Adviser
Supporting customers in banks or building societies (or the broader financial services sector), working at a senior level.
Senior Insurance Professional
Helping people and businesses assess and manage the risks they face.
Senior Investment & Commercial Banking Professional
Enabling individuals to become highly competent senior professionals in financial services.
Senior Leaders Degree
A leader who has senior management responsibility.