Level 3Advanced · A-Level equivalent
Financial services customer adviser
provides financial information across a wide range of financial products, supporting customers and resolving queries or issues.
Typical duration
1y 6m
Training funded
up to £8,000
Route
Legal, finance and accounting
Standard ref
ST0185
Role overview
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.
Careers this apprenticeship leads to
Salary progression, top employers and day-to-day reality for the roles this standard prepares you for.
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