T Levels focus on vocational skills and can help students into skilled employment, higher study or apprenticeships. Each T Level includes an in-depth industry placement that lasts at least 45 days. Students get valuable experience in the workplace; employers get early sight of the new talent in their industry.
Occupation summary
This apprenticeship has been designed for use in Banks and Building Societies, but may have wider application across Financial Services, including Life Insurers. Within these organisations there are a number of front line roles that deal with customers and require a high level of technical knowledge and skills across a wide range of products – these may happen in a branch, over the phone, through the internet / social media or an operations centre that supports other areas. They may deal with individuals, businesses or a small portfolio of accounts. Typical activities could include, depending on the organisation, understanding customer needs and meeting those needs with the right products and services eg type of bank account / credit card / loans / insurances; promoting new digital services to encourage customers to use these channels, proactively calling customers to deepen relationships, resolving tricky complaints, working with other areas of the organisation to meet customer needs. Products within the scope of this role are core banking, savings and insurance. Any mortgage, complex investment or other regulated product opportunities will be referred to specialists.
Typical job titles include:
finance workerfinancial consultant
KSBs
Knowledge
Skills
Behaviours
T Level in finance
Awarding organisation: Pearson
Qualification type: T Level Qualification level: 4 Qualification approved: 16/09/2021
Finance
Occupational specialism: Retail and commercial banking analyst
Qualification type: T Level
Qualification level: 4
Awarding organisation: Pearson
Approval date: 16/09/2021
Available from: 01/09/2022
Aligned occupational standards
OCC0185
Senior financial services customer adviser -
Team leadership
technical qualification (TQ) is the main, classroom-based element. Students will learn about their chosen sectors through a curriculum designed by employers and developed by an awarding organisation (AO)
industry placementruns for a minimum of 315 hours (45 days) overall and will give students practical insights into their sector and an opportunity to embed the knowledge and skills learned in the classroom
English, maths and digital provision are also built into the classroom-based element of the T Level, meaning students will be given a solid foundation of transferable skills
TQ Core
Your course starts by helping you get to grips with core knowledge of how the construction industry works, the principles of design and the role of technology and sustainability. You will then have the chance to specialise in one of these areas:
Grading
The overall grade is subject to completion of all T Level requirements – not just the components of the technical qualification (TQ).
T Level grades combine students’ grades for the technical qualification core and occupational specialisms. For example: to be awarded a Distinction*, you must achieve an A* in the core and a Distinction in the occupational specialism(s).
As well as passing the relevant technical qualification, the following elements are required to achieve an overall T Level grade:
industry placement: This will be arranged and verified by the provider offering the T Level. For moreguidance on next steps for providervisit GOV.UK
students are required to work towards improving attainment in maths and English if they have not already achieved grade 4 at GCSE or equivalent. Where students have attained, or attain during the course of the T Level, maths and or English qualifications at level 2, this will be referenced on any T Level certificates and/or statements of achievement
Students who do not pass all elements of their T Level will get a T Level statement of achievement which will show the elements they have completed.
End-point assessment (EPA plan)
Rigorous robust and independent assessment undertaken by an apprentice at the end of training to test that the apprentice can perform in the occupation they have been trained in and can demonstrate the duties, and knowledge, skills and behaviours (KSBs) set out in the occupational standard
End-point assessment organisation (EPAO)
An organisation approved to deliver end-point assessment for a particular apprenticeship standard. EPAOs must be on the register of end-point assessment organisations
Holistic or synoptic
Assessment of an apprentice’s knowledge, skills and behaviours in an integrated way i.e. assessing several KSBs at the same time
Knowledge, skills and behaviours (KSB)
What is needed to competently undertake the duties required for an occupational standard
Valid
Referred to in relation to assessment methods; fit for purpose
Earliest start date
The Earliest Start Date is the date from which this standard-version can be used.
T Levels focus on vocational skills and can help students into skilled employment, higher study or apprenticeships. Each T Level includes an in-depth industry placement that lasts at least 45 days. Students get valuable experience in the workplace; employers get early sight of the new talent in their industry.