Financial services customer adviser

Level

Advanced · like A-levels

Length

1.5 yr

typical

Sector

Legal, finance and accounting

Pay

Paid

you earn while training

In a nutshell

provides financial information across a wide range of financial products, supporting customers and resolving queries or issues.

Discuss customers' financial needs and recommend products

Open accounts, process applications, and arrange policies

Handle telephone, branch, or digital customer enquiries

Resolve customer complaints professionally

Carry out identity verification and fraud checks

Meet compliance standards in all customer interactions

Achieve service targets while maintaining quality

Core financial products - banking, savings, loans, and insurance

FCA regulations and consumer duty obligations

Professional customer service and communication skills

Needs-based questioning and product recommendation

Complaint handling and dispute resolution

Data protection, fraud awareness, and security procedures

Sales processes and ethical selling principles

Ready to look for a place?

See live Financial services customer adviser apprenticeship vacancies on the official government service.

A Careermash concept · apprenticeship standard from our careers engine · vacancies via gov.uk.