Debt Advisor (Level 3)

With the number of people in financial difficulty in the UK increasing, debt advice is now more important that ever. The role of a Debt Advisor is in demand and is rewarding due to the nature of the role itself.

 

The level 3 Debt Advisor Apprenticeship is designed to give Debt Advisors the knowledge they need to develop their skills to be able to provide suitable and professional advice to customers who are in financial difficulty.

Apprenticeship overview

Throughout the apprenticeship, you will be given expert information on the role of a debt advisor. You will develop a comprehensive understanding of subject matters such as the rules and regulations that underpin this highly regulated industry, how to identify and understand the needs of vulnerable customers as well as be able to analyse a customer’s circumstances and finances to recommend a suitable a debt solution.

 

The apprenticeship has been created by an industry expert, and by passing on their knowledge and experience, it will equip you with the tools you need to become a competent debt advisor that customers can rely on.

Apprenticeship overview

Throughout the apprenticeship, you will be given expert information on the role of a debt advisor. You will develop a comprehensive understanding of subject matters such as the rules and regulations that underpin this highly regulated industry, how to identify and understand the needs of vulnerable customers as well as be able to analyse a customer’s circumstances and finances to recommend a suitable a debt solution.

 

The apprenticeship has been created by an industry expert, and by passing on their knowledge and experience, it will equip you with the tools you need to become a competent debt advisor that customers can rely on.

Topics Covered

  • The Financial Conduct Authority and the Legal System
  • Vulnerable Customers
  • Emotional Intelligence
  • Knowing your customer
  • Debts and Assets
  • Debt Solutions
  • Creating a budget
  • Recommending a debt solution

Why MetaGedu Apprenticeships?

  •  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