Senior financial services customer adviser apprenticeship

Support customers in banks or building societies, working at a senior level

Apprentices embarking on a career as a senior financial services customer adviser will work at a bank, building society or other financial services organisation, such as a life insurer. You’ll be dealing with customers and their product and service needs, so you’ll develop a high level of technical knowledge and skills across a range of them. During the senior financial services customer adviser apprenticeship you’ll also develop the ability to interact in a branch, over the phone, via the internet and social media, or at an operations centre that supports other areas. Senior financial services customer advisers will typically work with individuals, businesses or on a small portfolio of accounts, and could focus on understanding and meeting customer needs with the right products and services; promoting new digital services; proactively calling customers to deepen relationships; resolving tricky complaints; and working with other areas of the organisation.


Duration: 12 months

Relevant school subjects: Maths and business studies

Entry requirements for the senior financial services customer adviser apprenticeship: Depend on employer, but likely GCSEs or equivalent

Achievement upon completion: Level 3 (Advanced)—equivalent to A-levels at grades A to E

Potential salary upon completion: £25,000 per annum

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