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Legal, finance and accounting

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Potential apprenticeship standard
Standard in development
Approved for delivery
(L+number) Occupational level
Map key
Potential apprenticeship standard
Standard in development
Approved for delivery
(L+number) Occupational level
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Accountancy Pathway
Technical Occupations Higher Technical Occupations Professional Occupations
Skilled occupations that a college leaver or an apprentice would be entering. Typically require qualifications at levels 2/3 Require more knowledge and skills acquired through experience in the workplace or further technical education. Typically require qualifications at levels 4/5 Occupations where there is a clear career progression from higher technical occupations, as well as occupations where a degree apprenticeship exists
Assistant Accountant
Undertake routine accountancy support analysis and report on financial activities including dealing with HMRC
Accounting/Tax Technician
Create, analyse and audit financial information for internal and external clients and the regulatory authorities
Professional Accountant
Direct and oversee the creation, analysis and auditing of financial information for internal and external clients and the regulatory authorities often requiring specialist knowledge
Financial Pathway
Technical Occupations Higher Technical Occupations Professional Occupations
Skilled occupations that a college leaver or an apprentice would be entering. Typically require qualifications at levels 2/3 Require more knowledge and skills acquired through experience in the workplace or further technical education. Typically require qualifications at levels 4/5 Occupations where there is a clear career progression from higher technical occupations, as well as occupations where a degree apprenticeship exists
Financial Services Administrator
Provide highly accurate support to operations and administration across wide areas of financial service areas including research and analysis compliant with relevant regulations. Deliver support to clients and to client account management (risk, collection, enforcement, recovery)
Financial Technician
Model the financial needs of clients using a wide range of digital/IT skills. Give advise based on research and analysis directly to clients covering a wide range of financial services and products
Investment Specialist
Perform complex and specialist operational support to transactions across a wide range of financial instruments and products
Financial Services Customer Advisor
Handle enquiries coming directly from customers in all forms across a range of financial products and services and suppor sales generation using product/service specialisms commonly driven by regulations
Financial Services Professional
Provide high quality advice and support to internal and external clients across a full range of financial instruments and services using specialist knowledge of instruments and services supported and areas of the business worked in
Commercial/Business Banking
Investment Banking
Investment Management
Operations
Retail Banking
Workplace Pensions
Commercial/ Business Banking
Investment Banking
Investment Management
Investment Operations
Treasury Professional
Insurance Specialist
Provide a full range of technical support and services to clients and colleagues across all types of insurance activities which require bespoke research and analysis
Compliance/Risk Specialist
Provide high quality input and advice to employers based on specialism e.g. risk, financial crime, compliance, data modelling and analysis
Compliance
Compliance/Risk (for smaller organisations)
Financial Crime
Specialist Risk
Legal Pathway
Technical Occupations Higher Technical Occupations Professional Occupations
Skilled occupations that a college leaver or an apprentice would be entering. Typically require qualifications at levels 2/3 Require more knowledge and skills acquired through experience in the workplace or further technical education. Typically require qualifications at levels 4/5 Occupations where there is a clear career progression from higher technical occupations, as well as occupations where a degree apprenticeship exists
Legal Assistant
Under supervision, provide legal support; delivering advice, research and document drafting and/or processing files, providing administrative support and dealing with clients
Legal Technician
Deliver Family Law, Civil Litigation, Criminal Law, Company, Business Law and conveyancing transactions (land and property), estate administration and manage small, non-complex cases under supervision
Legal Professional/Lawyer
Deliver legal services to internal and external clients based on specific specialism e.g. land/property conveyancing, Family law, civil litigation, criminal, company & business law