Earning Criteria

• Earner has demonstrated a broad understanding of the structure of the Financial Services market, including the role of the financial adviser & product providers, customer outcomes, support services & platforms. Earner also understands the Financial Services regulatory framework, the ethics & key principles of the advice process.
• Earner has demonstrated deep knowledge of the products, systems and processes that their organisation uses in order to meet the needs of clients. Earner has also consistently developed and delivered excellent service to customers and colleagues, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times.
• Earner has demonstrated their ability to work to a high professional standard when interacting with clients, providing excellent written and verbal communication and resolving any issues in a timely and effective manner. Earner also understands the roles of other staff members within their own organisation and the wider financial sector, and how these roles can best support client needs.
• Earner has demonstrated sound analytical and planning skills through consistently delivering good outcomes and reports for their organisation. Earner has also completed all work to a high standard, demonstrating integrity, adaptability, enthusiasm and dependability at all times.
• This badge is only available to Students, Members or Employees.
• 42-48 High Rd, London E18 2JP