Level 3 Apprenticeship
Our Senior Financial Services Customer Advisor programme is for customer facing staff that require a high level of technical knowledge across a range of products.
Level 3 Senior Financial Services Customer Advisor apprenticeship.
Online pre-learning, face to face or online workshops. Coaching sessions and progress reviews
Programmes are delivered on demand starting at many points through the year
Apprentices are assessed against Knowledge, Skills & Behaviour criteria throughout the programme. Leading to independent End Point Assessment
The cost of this programme is covered through the apprenticeship levy. Employers that do not pay into the levy may pay just 5% of the funding value
Employers will benefit from apprentices covering topics that develop skills and understanding in the world of financial services
Specifically designed to your business, apprentices become highly competent experts, whilst working towards a recognised professional qualification
The Senior Financial Services Customer Advisor programme is a gateway for leaders of the future
This apprenticeship is designed to equip individuals with the skills and knowledge required to provide high-quality customer service in the financial services industry. It includes both formal training and practical experience within the workplace, covering areas such as customer relations, financial products, industry regulations, and effective communication.
No, apprenticeships are available to both new recruits and existing employees. The scheme allows businesses to train existing staff to enhance their skills and performance. Apprenticeships are open to employees aged 16 and over.
Skills shortages and staff retention continue to be major challenges for UK businesses. Apprenticeships provide a cost-effective solution for businesses in all industries to attract new talent and invest in workforce development. By training staff with the right skills, employees can take on a broader range of tasks and new responsibilities. This helps address skill shortages, reduce staff turnover, enhance customer experience and boost productivity.
A Senior Financial Services Customer Advisor apprentice can provide significant value by enhancing customer service and improving client satisfaction in your financial institution. With in-depth knowledge of financial products such as pensions, mortgages, life insurance, and savings, they can offer tailored advice, resolve complex customer queries, and ensure that clients fully understand their options. Their understanding of UK financial regulations and ability to navigate compliance ensures your business operates within the legal framework, mitigating risks. Apprentices also bring skills in problem-solving, complaint handling, and building strong customer relationships, helping to improve the overall customer experience and retention. Their professional communication and negotiation skills contribute to more effective meetings and higher client satisfaction, ultimately driving business growth.
