Hello Rafi! Welcome to your future profile. Are you ready to #BeSomething

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1 Hello Rafi! Welcome to your future profile Are you ready to #BeSomething We re on the journey with you to help find you your perfect career. To get you there we will guide you through a series of steps in the journey. You can see where you are currently at below and what s next on your journey. Future 1:1 Standards Matching Future Ready Kick Off Complete Agreed pathway to success Future qualified Matched to potential employers Interviewed Offer accepted & Placed in perfect role

2 Subjects Studied Here is what you have told us you previously studied Career Interests Here are career areas your currently interested in A-Level Psychology A Accounting/Banking A-Level Biology A A-Level Maths B

3 ESTJ The Supervisor Traits Values Eager to take charge in organising projects and people. Consummate organisers, and want to bring structure to their surroundings. For them the proof is in the past: what has worked and what has been done before. They value evidence over conjecture, and trust their personal experience. When they see a lack of organisation, they often takes the initiative to establish processes and guidelines, so that everyone knows what's expected. They look for rules to follow and standards to meet, and often take a leadership role in helping other people meet expectations as well. They value predictability and prefer things to proceed in a logical order. They often take on a project manager role at home as well as at work, and excel at setting goals, making decisions, and organising resources to accomplish a task.

4 Based on your likes, dislikes, personality profile and skills you have chosen this as the industry area for you. Your Matches Level Finance PROFESSIONAL ACCOUNTING TAXATION TECHNICIAN 4 Money, money, money! It s true: banking, finance and accountancy careers are all about money. The world revolves around money. We talk about it, we spend it, we earn it, we lose it and we touch it every day. The world would not be able to function without money. Consequently, some of the most important jobs in the world are in the banking, finance and accountancy sector. Effectively, everyone s financial fates are in the hands of the different organisations we trust with our cash. Understandably, therefore, banking, finance, and accountancy firms have a lot of power, but in return they also have a whole lot of responsibility. Considering all this, careers in this sector can be extremely exciting, rewarding and satisfying, but at the same time they can be incredibly stressful and highly-pressurised. FINANCIAL SERVICES PROFESSIONAL RELATIONSHIP MANAGER (BANKING) 6 6

5 Accounting Taxation Technician What s it all about? Match to you Local Market Match Duration Level Individuals in the role of a Accounting/Tax Technician will have responsibility for creating, and / or verifying and reviewing, accurate and timely financial information within the organisation in which they are employed or on behalf of another organisation. GREAT GOOD 18 MONTHS 4 This will be performed in order to meet relevant ethical, professional and legal standards, and will utilise the individual s knowledge of the business systems and processes, as well as standard accounting and tax practices. This role may exist in an accounting practice, a professional services company, HMRC or the accounting function of a business or other organisation. Typical Job Roles Assistant Auditor Assistant Management Accountant Assistant Financial Accountant Accounts Payable and Expenses Supervisor Commercial Analyst Senior Bookkeeper Senior Financial Officer Tax Investigations Officer Personal Tax Assistant Business Tax Assistant Payroll Manager Explore Career Pathway

6 Accounting Taxation Technician Your Pathways Level 6 The Accounting Technician standard is at Level 4 meaning their is great opportunity for career progression post completion and it s a greta stepping stone for your career. Here are some options for what it could lead too. 3-4 YEARS Financial Services As with all apprenticeships you will need to have both an employer sponsoring you for each level you undertake. Level 4 Level 6 What would I be learning? professional finance principles and standards - including ethical principles of competence, confidentiality, due care, integrity, and objectivity business awareness - including understanding customer and supplier needs to create, validate and report financial information using and evaluating accounting and tax, internal control and IT systems and processes planning and prioritisation - including working to tight and changing deadlines and time and resource management communications and collaboration - including written and verbal communications, internal and external networking and team building specialist tax or accounting skills 18 MONTHS 4 YEARS Relationship Accounting Manager Technician (Banking) 3 YEARS Level7 Accountancy/ Taxation TIME TO COMPLETION SHOWN IS MAXIMUM TIME ALLOWED

7 Financial Services What s it all about? Match to you Local Market Match Duration Level The Financial Services industry encompasses a broad range of businesses that manage, or consult around managing money. These include retail and corporate banking, investment management, investment consulting, investment banking, mortgages, and life and pensions. The completion of this apprenticeship will enable individuals to become highly competent professionals for the industry. GREAT GOOD 42 MONTHS 6 This will be delivered by a base of core knowledge, skills and behaviours required of all individuals entering or progressing to this level in the sector, and a set of specialist options that then provide the occupationally specific competence, depending on the part of the sector and type of business the individual works for. Typical Role Profiles Retail Banking Commercial/Business banking Investment Banking Investment Management Explore Career Pathway Operations

8 Financial Services Your Pathways The Lab Technician standard is at Level 6 so although their is limits to belong this there is a Level 7 follow on that would take you to a great level. As with all apprenticeships you will need to have both an employer sponsoring you for each level you undertake. Level 6 Level 7 What would I be learning? 3-4 YEARS Financial Services 3 YEARS Accountancy/ Taxation explaining complex information simply and clearly networking and establish relationships with clients research and analytical skills negotiation and influencing skills as well as determination and tenacity understanding of the need for client confidentiality TIME TO COMPLETION SHOWN IS MAXIMUM TIME ALLOWED

9 Relationship Manager (Banking) What s it all about? Match to you Local Market Match Duration Level The role has responsibility for providing products and services to a portfolio of customers, to help them achieve their business goals alongside delivering the Bank s business plan, whilst meeting the required ethical, risk and governance standards. GREAT GOOD 48 MONTHS 6 The role may sit in several different areas of the Bank eg Corporate, Commercial, Retail Banking, Wealth Management, Private Banking, Card Services. Depending on the customer base, it may have responsibility for a portfolio (SMEs) or be supporting a Director on larger customers. The apprenticeship will form part of a career path for the individual. Typical roles are likely to be junior to mid level relationship management positions. Typical Job Roles Relationship Manager Explore Career Pathway

10 Relationship Manager (Banking) Your Pathways The Relationship Manager standard is at Level 6 so although their is limits to belong this there is a Level 7 follow on that would take you to a great level. As with all apprenticeships you will need to have both an employer sponsoring you for each level you undertake. Level 6 Level 7 What would I be learning? 4 YEARS Relationship Manager (Banking) 3 YEARS Accountancy/ Taxation ethical standards product knowledge risk and governance market awareness customer relationships financial analysis other skills related to 1 of the following specialisms: corporate, retail, wealth TIME TO COMPLETION SHOWN IS MAXIMUM TIME ALLOWED