Provide an administrative service for mortgage or financial planning clients
URN: FSPAMFPI01
Business Sectors (Suites): Administration for Mortgage and/or Financial Planning Intermediaries
Developed by: Financial Skills Partnership
Approved on:
2022
Overview
Performance criteria
You must be able to:
Knowledge and Understanding
You need to know and understand:
Scope/range
Scope Performance
Scope Knowledge
Values
Behaviours
Skills
Glossary
Links To Other NOS
External Links
Version Number
Indicative Review Date
2022
Validity
Current
Status
Original
Originating Organisation
Original URN
Relevant Occupations
Finance
SOC Code
4129
Keywords
Financial products; quotations; mortgage; invoicing; payment; client valuations; back office; client reports; administrative systems