Earning Criteria

• Earner has demonstrated understanding of the role their sector plays in Financial Services, the business they work in, the end to end customer experience, the company ‘Values’, professional standards, and where their role fits in the business. Earner has also demonstrated broad knowledge of the Financial Services legal and regulatory framework, together with how this applies to their role, as well as demonstrating they are able to competently work within these frameworks and regulations.
• Earner has demonstrated understanding of the products and services offered to customers by their organisation, together with sound knowledge of the products and services, their features and benefits, relevant to their role. Earner has also demonstrated that they are able to deliver the products and services offered by their organisation whilst working within appropriate systems and processes.
• Earner has demonstrated they are able to Deliver excellent service, identifying and meeting or exceeding customer requirements. Earner has demonstrated they are able to work to a highly professional standard whilst supporting client needs, building a network of contacts and nurturing relationships to provide signposting to alternative financial support where required.
• Earner has demonstrated their ability to work to deadlines, use their initiative and adapt to changing situations throughout their apprenticeship. Earner has consistently worked with their team, using excellent written and verbal communication, to produce outcomes in line with their organisations targets and KPIs.
• Earner has demonstrated they are able to respond positively to challenges and resolve issues and complaints both internally and externally in a timely and professional way, working within appropriate escalation and organisation policy frameworks. Earner has also demonstrated key skills required for their role, including honesty, integrity, flexibility and resilience.
• Earner has demonstrated they are able to confidently support a team of staff, providing instruction, direction and motivation to achieve company targets and goals. Earner has successfully managed team performance, both on an individual level as well as analysing the performance of the team as a whole. Where appropriate, the earner has provided mentoring/coaching to support team members.
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• 42-48 High Rd, London E18 2JP