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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
Chartered Banker Institute 0131 473 7777
DSW Consulting 01302 760 008
Pearson Education Limited +44 (0) 7879 602674
NOCN 0300 999 1177
More Information

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