Level 3 Senior Financial Services Customer Adviser Apprenticeship

Set the standard of exceptional customer service within your organisation. As a senior advisory professional, you’ll learn how to handle complex customer needs, leading your team to deliver a consistently high level of service. 

Guided by subject experts, you’ll bridge the gap between routine transactions and specialist financial services matters. You’ll learn how to create productive links with broader areas of your organisation and promote seamless end-to-end customer service. 

Discover the latest in digital banking solutions and platforms, and how you can effectively utilise emerging technologies to continuously improve customer service. You’ll also develop key team leadership skills to optimise performance and delivery. In recognition of your commitment to development, your learning will be backed by the highly valued Professional Banker Certification from the Chartered Banker Institute (CBI). 

Note: Other professional qualifications from the Chartered Banker Institute and the London Insitute of Banking & Finance are also available for closed cohorts. 

Who is the programme for?

Created for banking professionals in senior and team leader roles looking to enhance their performance with a high level of technical knowledge and skills. 

This apprenticeship is ideal for you if you’re ready to take on new challenges and provide excellent customer service while gaining an industry-recognised qualification. 

Where will the programme take you?

Taking new skills and learning into your role, you’ll deliver a high level of performance linking teams across your organisation and consistently meeting the diverse needs of clients and customers. 

Your learning on this apprenticeship will ensure you have the skills essential to a variety of roles, with opportunities to progress your career in new areas. These include insurance, investment management, and risk and compliance. 

Keep your development going and push for even more senior roles by progressing onto the Level 4 Insurance Professional Apprenticeship. 

Who's eligible?

Eligibility can vary depending on the requirements of the individual employer, but typically includes:    

• A minimum of five GCSEs with grades 9 to 4 (A* to C), including English and maths    

OR     

• Relevant work experience    

To apply for this programme you must be employed in a relevant role.