Financial Services Customer Advisor

Level: Level 2
Qualification: Financial Services Customer Advisor
Course Length: 18 Months

Apprentices undertaking the Financial Services Customer Advisor role will benefit from studying:

  • 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


Alongside the standard each learner will undertake a relevant qualification, supported by the London Institute of Banking & Finance – Certificate in Personal Finance; Award in Retail Banking Conduct of Business; Certificate in Financial Education ; Award in Financial Education.

View the full Apprenticeship standard here for further information.

All our apprenticeships are delivered through blended learning techniques.

This means there will be a mixture of self-studying, theory delivered by your tutor either online or in person, a series of one-off webinars followed up with seminars delivered by our carefully selected ‘sector experts’.

Our e-portfolio software allows you to access your work and view your progress at any time, from any device.

Thank you for your enquiry, we will endevour to get back to you as soon as we can.
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