Skip to content
HelpContact usLogin
Orange coloured circle on a dark background

Level 2 Financial Services Customer Adviser Apprenticeship

Apprenticeship standard: Financial Services Customer Adviser

Take on the world of banking with confidence. On this apprenticeship, you’ll gain the range of skills, experience and knowledge you need to deliver outstanding customer service with intelligence and an understanding of modern challenges in banking and building societies. 

We upskill employees from 10 of the 10 leading global investment banks
We train professionals within 81% of FTSE 100 companies
We address capability gaps in 8 of the top 10 professional services firms

Apprenticeship Overview

Enhance your customers’ banking experience with the skills to effectively resolve enquiries and solve problems. You’ll become confident and capable in the day-to-day transactions and practices within banking, applying what you learn hands-on in your role.  

Whether you’re advising customers in branch, over the phone, or online, you’ll learn how to help them access essential services, from administering accounts, helping to use new digital services, resolving customer problems and complaints, to identifying sales opportunities and making referrals. 

With a new depth of knowledge of banking systems and processes, you’ll ensure that you’re operating within financial services legal and regulatory frameworks. You’ll learn what it takes to deliver outstanding service, through listening and communication, problem solving, resilience and relationship building. Taking what you learn into your role, you’ll start your career off right, impacting customers’ lives and boosting your organisation’s reputation. 

Who is the programme for?

The perfect starting point for those looking to start their career in customer facing financial services roles. 

This apprenticeship is ideal for: 

  • Branch Cashiers 

  • Banking Assistants 

  • Contact Centre Operators 

Where will the programme take you?

Embracing new opportunities, skills and knowledge will establish you as a capable and confident customer service adviser. You’ll increase your opportunities and responsibilities by standing out as a valued team member. 

Once you’ve completed this programme, you’ll qualify to take the next step and progress into a senior role with the Level 3 Senior Financial Services Customer Adviser Apprenticeship. 

Who's eligible?

Eligibility can vary depending on the requirements of the individual employer, but to apply for this programme you must be employed in a relevant role. 

If you do not have a level 2 qualification in English and maths (e.g. GCSE grades 9-4), then you’ll be required to complete these as part of your apprenticeship. 

Apprenticeship information

Duration
18 months
Start Dates
On client demand
Application deadline
6 weeks before start date
Study modes
Online live teaching and performance coaching, guided self-study, and work based projects
Cost
£3,500levy funded
Free for Learners
95% government funded for non-levy payers
Apprenticeship standard
Financial Services Customer Adviser

Join the UK's leading professional apprenticeship provider

Your success is our businessWe begin with specialist onboarding and guidance – aligning your personal goals with wider business objectives – to craft plans that deliver maximum mutual impact.
Learn from the best, become the bestFully-qualified Performance Coaches and industry-leading tutors bring their firsthand expertise to your studies – empowering you to become a master.
Best practice makes perfectHands-on learning through practical scenarios and our virtual learning platform ensures you have the knowhow to perform in the professional world.
Back-up that stacks upEducational psychologists and career mentors. Performance coaches and mental health specialists. You’ll have an entire multidisciplinary team behind you.
AI predicted performanceWe don’t just plan performance. We predict it. Our AI-driven model uses data to anticipate progress, adjusting in real-time to optimise success.
See it for yourselfPerformance trackers mean you can share your performance with managers, keeping them up to speed with key insights to observe progress and create better outcomes.

Frequently asked questions

If you can’t find the answer to a question, our helpful advisors will be happy to help.

To apply for a BPP apprenticeship programme you should be employed in a relevant role and have the approval of your employer.

You will need to create an account after which you can choose and apply for the relevant programme.

Speak to an expert