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Customer Service Practitioner (Financial Services)
Level 2 Apprenticeship
Start Date:
Flexible, throughout the year
Cost:
£3,500 (funded by the levy or a 95% government grant)
Duration:
12 months + 3 months for End Point Assessment
Overview
Having a responsive and knowledgeable customer service function can be the difference between retaining a client and losing them to the competitors. This apprenticeship is designed to empower individuals to provide a level of customer service that exceeds expectations and delivers results.
Employer Benefits
Use a sector-specific apprenticeship to upskill your staff
Improve customer service standards and retain more clients
Embed a customer-centric culture within your organisation
Improve sales performance and drive growth
Learner Benefits
Take the first steps in a customer service career
Gain a nationally recognised qualification
Develop the skills and confidence needed to achieve your targets
Work smarter, not harde,r using proven customer service approaches
Key Skills
This is an entry-level apprenticeship for individuals who provide first point of contact support, advice and guidance to clients within the financial sector over the phone, via email, and in branch.
Professional Qualifications
While this apprenticeship does not lead to a professional qualification, apprentices will gain and apply valuable transferable skills that are essential for their career development.
Who Is This For?
During the apprenticeship you will develop your communication skills, understanding of how to deliver outstanding customer service and recognise the legal, regulatory and compliance frameworks that underpin the financial sector. You will also improve your:
Product knowledge
Flexibility and resilience
Problem-solving skills
Team working
Typical Job Roles
Financial Service Customer Adviser
Financial Service Customer Service Assistant
Delivery Method
Online or face-to-face live tutor-led masterclasses, guided self-study, practical workplace tasks, and 1:1 mentoring support.
Career Progression
On successful completion of the apprenticeship, you will have the knowledge and experience to progress to more senior roles, including Senior Customer Service Adviser and Specialist Customer Adviser.
Interested?
To learn more about apprenticeships and how they could benefit you, fill in our short enquiry form and a member of our team will be in touch for a no-obligation chat.
Who Are Workpays?
Workpays is a multi-award-winning training provider that supports businesses and individuals to make small changes that lead to big differences.
We partner with businesses to upskill their workforce and attract high-quality talent, enabling them to outperform their competitors. We empower individuals to take the first and next steps in their career, building their confidence and expertise.