Financial Services Customer Adviser Level 2
This apprenticeship has been designed for those in the Financial Services sector and focuses on front-line customer interactions within the regulatory framework. Activities include customer enquiries in helping them use new digital services, dealing with enquiries by phone, email or post, administering customer accounts, resolving relatively straightforward problems and complaints, proactively contacting customers, identifying sales opportunities and making referrals
Apply nowCourse Overview
Fact Sheet Financial Services Customer Adviser
This apprenticeship equips learners with the necessary skills and knowledge to provide excellent customer service and support within the financial services sector.
It covers a wide range of tasks from handling customer enquiries to using digital banking solutions.
Typical activities could include, depending on the organisation, branch cashier, dealing face to face with customer enquiries in branches, helping them use new digital services, dealing with enquiries by phone, email or post, administering customer accounts, resolving relatively straightforward problems and complaints, proactively contacting customers, identifying sales opportunities and making referrals.
What will you learn?
Personal Development and Teamwork
Customer Service and Communication Skills
Delivering Results and Resilience
Industry and Company Understanding and Regulatory Environment and Compliance
Honesty, Integrity and Flexibility
Problem Solving and Continuous Improvement
Legal Environment and Products and Services
Systems and Processes and Serving Customers
Final - Month 12-15 (End Point Assessment)
Throughout your apprenticeship, you will complete a portfolio of evidence which will support your End Point Assessment. Your portfolio of evidence will support with the Presentation and Professional discussion
Can I apply
for this course?
Entry Requirements: Minimum GCSE Grade 3/D (or equivalent in Maths and English) or higher.
The Assessment Plan contains suggested qualifications/units that employers can use to ensure robust technical knowledge.
Progression
Opportunities
All of the courses we offer at SNE are aimed to help progress your continuous professional development.
Professional Membership and Further Qualifications
- Professional Membership: Completing this apprenticeship puts the individual on the pathway towards professional membership with institutions like the Chartered Banker Institute, the London Institute of Banking & Finance, or the Chartered Insurance Institute. Membership can enhance professional credibility and open up networking opportunities.
- Further Qualifications: Additional qualifications may be required to attain professional membership fully. These further studies can deepen expertise and specialization within the field.
2. Career Development
- Role Advancement: Starting as a Financial Services Customer Adviser provides a foundation for advancing to more senior roles such as Senior Customer Adviser, Team Leader, or Branch Manager. Each step up the career ladder typically involves increased responsibilities and opportunities to develop management and leadership skills.
- Specialisation: Advisers can specialise in areas like mortgage advice, investment management, or risk and compliance, becoming subject matter experts and taking on roles that require more technical knowledge and higher responsibility.
3. Higher-Level Apprenticeships
- Level 3 Apprenticeship: After completing the Level 2 apprenticeship, individuals can pursue a Level 3 apprenticeship in a related field, such as Financial Services Administrator or Financial Services Professional. This would further enhance their skills and knowledge, making them eligible for more complex and higher-paying roles.
- Higher-Level Qualifications: Beyond apprenticeships, individuals can pursue higher education qualifications, such as diplomas or degrees in finance, banking, or business administration, which can lead to senior management or specialised positions.
4. Cross-functional Opportunities
- Cross-departmental Moves: Gaining experience as a Financial Services Customer Adviser can open doors to other departments, such as marketing, operations, or compliance. This broadens the individual’s experience and can lead to a diverse range of career opportunities within the financial sector.
- Project Management and Consultancy: With experience, advisers can move into project management roles or become internal consultants, helping to implement new systems, processes, or regulatory changes across the organization.
5. Networking and Professional Development
- Industry Networking: Engaging with professional bodies and attending industry events can help individuals stay updated with industry trends and best practices, potentially leading to career advancements and new job opportunities.
- Continuous Professional Development (CPD): Regular CPD activities ensure that individuals keep their skills and knowledge up to date, essential for career progression and maintaining professional status.
Register your interest
Get in touch with one of our experts now. They live and breathe SNE and will be able to advise you the best route for you or your business.
Apply nowLooking to empower your current staff?
Hiring an Financial Services Customer Adviser Level 2 Apprentice to support your business’s needs.
We can work with you to source a suitable applicant for your business or you can up-skill your existing employees. If the Apprentice is under 19 and your business has less than 50 employees, there will be no cost for the training. If they are over 19 and/or your business has over 50 employees then you will contribute 10% towards the cost of the training.
Learner testimonial
"I had an amazing experience training SNE. I gained completely new skills which gave me the confidence to pursue something I’ve wanted to do since leaving school. I’ve always worked in jobs that I was never fully happy in but always stayed put as I felt ‘comfortable’."
Laura - Level 3 Learner
