National Occupational Standards (NOS)
National Occupational Standards
Administration for Mortgage and / or Financial Planning Intermediaries
Bank and Building Society Accounts
Compliance & Anti-Money Laundering
Customer Payments for Financial Products & Services
Financial Services Core Competences
Financial Services Customer Care
Financial Services Sales Process
Investment Strategy & Management
Administration of Local Revenues & Benefits
Providing Financial Advice & Financial Planning
Risk Management for the Financial Sector
Training & Competence Schemes for the Financial Sector
Financial Services Sales Process
National Occupational Standards for Financial Services Sales Process
These National Occupational Standards consist of three units focusing on promoting the organisation's additional financial products and services, developing and maintaining business relations with financial services' introducers, and processing financial services sales support administration for agencies. Other relevant National Occupational Standards are also ‘signposted'.
Background information
These National Occupational Standards for Financial Services Sales Process supersede the version which had previously been approved in 2006.
This updated version covers competence requirements for people who work in a financial services organisation and who are involved in the sale and promotion of products and services.
Other sales and management standards, which may also be suitable for the industry, are signposted within the suite document.
The National Occupational Standards
The project to develop these National Occupational Standards was launched in July 2008, and they were approved for publication by the qualification regulators in September 2009.
This work formed part of an extensive review of the suites of National Occupational Standards under Retail Financial Services, as part of an ongoing programme to ensure that they remain up-to-date and fit for purpose.
The previous National Occupational Standards had been last reviewed in 2005, and the new versions feature expanded coverage.
The National Occupational Standards for Financial Services Sales Process can be downloaded below.
The units can also be downloaded individually from the NOS Directory, at http://ukstandards.org.uk/Find_Occupational_Standards.aspx?NosFindID=4&SuiteID=2083.
Further information
For further information about these NOS, please contact the NOS team by emailing [email protected] or by calling 0845 618 2379.
Your feedback
We welcome feedback on the National Occupational Standards which we have produced. If you would like to comment on the NOS for Financial Services Sales Process, please complete and return the feedback form (which can be downloaded below) to [email protected].
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