Financial Services Customer ADviser

Level 2 apprenticeship

Programme length:

16 months


£3,500 for levy employers from levy pot, £175 for non-levy employers through co-investment

For banks, building societies, and other financial services organisations, customer service advisers are one of the most important roles as it’s very often the first person that customers interact with. Therefore, it’s essential to have the right training to ensure you can provide exceptional customer service, and are fully aligned with your organisational values and culture.

This programme develops the knowledge, skills, and behaviours required to deliver best-in-industry, compliant, customer service for entry-level positions. From supporting customers with their enquiries, helping customers to use digital services, resolve straightforward problems and complaints to proactively contacting customers to identify sales opportunities and make referrals, our course will help you master your role and excel as quickly as possible.

Our expert Training Development Coaches have significant industry experience, working in customer service roles within financial services organisations of all sizes, giving you real life industry scenarios to bring your learning to reality. Upon completion of this apprenticeship, you’ll be well on your way to gaining professional membership of the Charted Banker Institute, the London Institute of Banking & Finance, or the Chartered Insurance Institute, depending on the area your apprenticeship focuses on.

Subjects include:

Regulatory and legal

Understanding products and services

Customer service and communication

Contact us

If you’d like to find out more about our apprenticeship provision for either yourself or your business, please don’t hesitate to contact us using the form below. Alternatively, you can contact our Head of Business Development Karen Shaw on 07747 218 335 or email

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