Senior Financial Services Customer Advisor

“A satisfied customer is the best business strategy of all” – Michael LeBoeuf

 

At the core of their role lies a profound commitment to building lasting relationships with clients.

Apprenticeship overview

Senior Financial Services Customer Advisors are seasoned professionals who possess a keen ability to listen, empathise, and truly understand the unique financial goals and aspirations of each individual they serve.  MetaGedu will work with you to produce a programme of learning that meets the exacting needs of your business, producing the customer advisors of the future.

Apprenticeship overview

Senior Financial Services Customer Advisors are seasoned professionals who possess a keen ability to listen, empathise, and truly understand the unique financial goals and aspirations of each individual they serve.  MetaGedu will work with you to produce a programme of learning that meets the exacting needs of your business, producing the customer advisors of the future.

Duration
15 – 18 Months
Qualification Type
Apprenticeship
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

Why MetaGedu Apprenticeships?

  • Transform your workforce with custom-designed apprenticeships, tailored to excellence.
  • Immerse practical learning instantly in your workplace, maximizing skills application.
  • Nurture apprentices with personalized support, enhancing their professional growth.
  • Elevate your team’s potential through comprehensive career development and mentoring.
  • Seamlessly integrate MetaGedu’s B2B consultation services for strategic advantage.