Standards We Assess Standards We Assess +Finance & Accounting L2 Financial Services Customer Adviser L3 Financial Services Administrator L3 Mortgage Adviser L3 Senior Financial Services Customer Adviser L3 Insurance Practitioner L3 Investment Operations Technician L3 Compliance & Risk Officer L4 Paraplanner & Financial Planner L4 Insurance Professional L4 Investment Operations Specialist L6 Financial Services Professional L6 Senior Insurance Professional L6 Senior Compliance & Risk Specialist L7 Actuary L7 Senior Investment & Commercial Banking Professional +Business & Leadership L3 Business Administrator L3 HR Support L3 Team Leader L3 Improvement Technician L4 Associate Management Consultant L4 Associate Project Manager L5 Operations Manager L5 Coaching Professional L5 People Professional L7 Senior People Professional L7 Senior Leader +Sales & Marketing L3 Multi-Channel Marketer L3 Content Creator L4 Sales Executive L4 Marketing Executive L6 Marketing Manager +Housing L2 Junior Estate Agent L2 Housing & Property Management Assistant L3 Housing & Property Management L4 Senior Housing & Property Management +Digital L2 Software & Data Foundation Apprenticeship L3 Digital Support Technician L3 Data Technician L4 Data Analyst L4 Business Analyst L4 AI & Automation Practitioner L4 Cyber Security Technologist L6 Service Designer +Education L3 Learning & Development Practitioner L5 Learning & Development Consultant / Business Partner