Financial Services Customer Adviser

This Intermediate financial services customer adviser apprenticeship standard will provide you with a level 2, qualification. This apprenticeship standard was approved on the 27/08/2015 and typically takes 12 months to complete. However, it is important to note that the duration of the apprenticeship standard stated does not include the End-Point Assessment period.

This apprenticeship standard will equip apprentices with specialist skills and knowledge required to excel in Banking and wider Financial services sector. Businesses in these sectors require many front-line roles that deal with customers, including interactions in a branch, over the phone or through the internet.

Typical duties of a Financial services customer advisor could include branch cashiering, helping customers use new digital services, dealing with enquiries by phone, email or post, resolving complaints, proactively contacting customers, and identifying sales opportunities. You will develop skills in teamwork, communication and problem-solving. It is essential to have a positive, enthusiastic attitude with a willingness to seek opportunities for personal development and improvement.

This apprenticeship standard forms the foundation of a career within the financial sector, giving the basis for future development and progression. Apprentices will begin their journey on the pathway towards professional membership of The Chartered Banker Institute, The London Institute of Banking and Finance, or The Chartered Insurance Institute, depending on which qualifications are taken.

• Financial services administrator
• Paraplanner
• Financial adviser
• Mortgage adviser.

Visit the financial services customer adviser apprenticeship standard, on the Institute for Apprenticeships site, to find further information on skills and knowledge learnt, assessment methods and more.