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Senior Financial Services Customer Advisor

The Role: Senior Financial Services Customer Advisors deal with individuals, businesses or a small portfolio of accounts. Working to understand customer needs and meeting those needs with products and services such as bank accounts / credit cards / loans / insurances.

Apprenticeship overview

Resolving complaints and working with other areas of the organisation to meeting customer needs.

15 – 18 Months
Qualification Type
Qualification Achieved
Level 3 Senior Financial Customer Services Advisor Apprenticeship Standard
Programme Delivery

  • Facilitated Workshops
  • E-learning
  • 1-to-1 coaching
  • Collaborative learning
  • Shadowing
  • Mentoring

The Person:

  • You like meeting with people and understanding their needs.
  • You have an interest in finance and financial products.
  • You enjoy using your initiative to meet targets
  • You are a great communicator.
  • You have a passion for numbers.

Responsibilities often include:

  • Selecting products based on customer needs.
  • Promoting digital services.
  • Building customer relationships.
  • Resolving complex complaints..
  • Working across other areas of the organisation to meet customer need.

Typical Employers:

  • Financial services institutions.
  • Banks.
  • Building Societies.

Key Skills for Senior  Financial Services Customer Advisors:

  • Excellent communication skills.
  • Understanding of financial services.
  • Problem solving abilities.
  • Customer service skills.

Why MetaGedu Apprenticeships?

First Line Manager
  •  The knowledge, skills and behaviours you need to succeed
  • Custom-designed apprenticeships
  • Use what you learn immediately in the workplace
  • Personal attention and support for all apprentices
  • Career development and mentoring programme