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Financial services customer adviser

Helping customers in banks and building societies or the broader financial services sector.

Summary of this apprenticeship standard


2 (equivalent to GCSEs at grades A* to C)

Typical length
12 months
Current funding band
Up to £3,500 per apprentice.
More information about funding
Entry requirements

None specified.

What apprentices will learn
  • the role of their organisation in the financial services sector
  • regulatory and legal compliance
  • products and services that their company offers to customers
  • customer relationship management
  • problem solving
  • for apprentices who manage a team: team leadership and development

Apprentices will take a qualification (chosen by the employer) from one of the following organisations:

  • Chartered Banker Institute (CBI)
  • Chartered Insurance Institute (CII)
  • Chartered Institute of Securities and Investment (CISI)
  • Institute of Financial Services (IoFS) Before taking their end-point assessment, apprentices must achieve level 2 English and maths (equivalent to GCSEs at grades A* to C).
Professional registration

Depending on the qualification they take, apprentices can apply for professional membership of:

  • Chartered Banker Institute
  • Institute of Financial Services
  • Chartered Institute of Securities and Investment
  • Chartered Insurance Institute
End-Point Assessment
View a list of end-point assessment organisations for this standard
Organisation Phone Number Email
Pearson Education Limited +44 (0) 7879 602674
Chartered Banker Institute 0131 473 7777
DSW Consulting 01302 760 008
NOCN 0300 999 1177
More Information

The Institute for Apprenticeships and Technical Education has more detailed information about this apprenticeship.