Senior financial services customer adviser

Senior financial services customer adviser

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. You’ll also develop the ability to interact in a branch, over the phone, via the internet/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: 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

Find out more: