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Senior Financial Services Customer Adviser
Level 3 Apprenticeship
Start Date:
Flexible, throughout the year
Cost:
£11,000 (funded by apprenticeship levy or levy transfer)
Duration:
14 months + 3 months for End Point Assessment
Overview
Financial Services Customer Advisers provide guided support to customers on financial products and services, balancing excellent customer care with strict regulatory compliance. This apprenticeship develops the technical knowledge and communication skills needed to build customer trust while working within a highly regulated environment.
Employer Benefits
A knowledgeable, customer-focused advisory team
Improved customer confidence and satisfaction
Consistent compliance with regulatory standards
A pipeline of talent for more senior advisory roles
Learner Benefits
Gain a nationally recognised Level 3 qualification
Build strong technical knowledge across financial products
Develop skills to explain complex information simply and clearly
Progress towards more senior advisory or specialist roles
Key Skills
Throughout the apprenticeship, you will develop your product knowledge, your ability to explain complex financial information clearly, and your understanding of regulatory requirements. You will also strengthen your:
Building trust and rapport with customers
Risk assessment and suitability considerations
Handling sensitive financial conversations
Compliance and record-keeping accuracy
Professional Qualifications
While this apprenticeship does not lead to a mandatory professional qualification, it provides a strong platform for further regulatory qualifications relevant to the role.
Who Is This For?
The Financial Services Customer Adviser apprenticeship suits individuals in, or moving into, a customer-facing advisory role within banks, building societies or financial services firms.
Typical Job Roles
Financial Services Customer Adviser
Senior Customer Adviser
Banking Customer Consultant
EPA Assessment Method
Professional Discussion
Presentation
Knowledge Test
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 completion, apprentices are well placed to progress into Senior Customer Adviser, Mortgage Adviser or Paraplanner roles.
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.