Financial services customer adviser
Level 3 · AdvancedLegal, finance and accounting 1.5 yr typical
About this apprenticeship
What it involves
A Financial Services Customer Adviser apprenticeship trains you to deliver professional financial guidance and support to customers across retail or telephone banking, insurance, or investment services. You will help customers choose appropriate products, handle enquiries, and resolve problems while meeting regulatory standards. This standard can lead to roles in financial advice, team leadership, or specialist product areas within financial services.
On the job
What you’ll learn
Core financial products - banking, savings, loans, and insurance
FCA regulations and consumer duty obligations
Professional customer service and communication skills
Needs-based questioning and product recommendation
Complaint handling and dispute resolution
Data protection, fraud awareness, and security procedures
Sales processes and ethical selling principles
On the job
What you’ll do day to day
Discuss customers' financial needs and recommend products
Open accounts, process applications, and arrange policies
Handle telephone, branch, or digital customer enquiries
Resolve customer complaints professionally
Carry out identity verification and fraud checks
Meet compliance standards in all customer interactions
Achieve service targets while maintaining quality
The deal
How this apprenticeship works
You earn a wage from day one. You are a paid employee, not a student. There are no tuition fees - the training is funded by your employer and the government.
About 20% is “off-the-job” training. Roughly a day a week is spent learning away from your normal duties - at a college, training provider, or online - working towards a recognised qualification.
It ends with an end-point assessment (EPA). Near the end, an independent assessor checks you can do the job to the national standard - through tests, a project, a portfolio or an interview. Pass it and you are fully qualified.
How to get there
What you need to start
Level 3 (Advanced) - roughly A-level level. Employers usually look for some GCSEs (often English & maths around grade 4/C) or a Level 2 apprenticeship first. English & maths can sometimes be finished during training.
What’s next: Can lead to a Level 4/5 (Higher) apprenticeship, or straight into the role.
Entry requirements are set by each employer and can vary - always check the specific vacancy.
Hear from employers
What it’s really like
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