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Senior Financial Services Customer Advisor

Level 3 Apprenticeship

Supporting customers in banks, building societies and other financial institutions

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.

Senior Financial Services Customer Advisor

Apprenticeship Overview

Who the Programme is for?


Level 3 Insurance Practitioner


CII Certificate in Insurance

CISI Investment Operations Certificate


Online pre-learning, face to face or online workshops. Coaching sessions and progress reviews

Start Dates

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

Senior Financial Services Customer Advisor

Why choose MetaGedu Apprenticeship?

Finance Skills

Employers will benefit from apprentices covering topics that develop skills and understanding in the world of financial services

Creating experts in your space

Specifically designed to your business, apprentices become highly competent experts, whilst working towards a recognised professional qualification

Preparing for future career paths

The Senior Financial Services Customer Advisor programme is a gateway for leaders of the future

Elevate Your Workforce with MetaGedu

  • Programmes created specifically for your business needs.
  • The option of face-to-face delivery and reviews.
  • Grow your own talent with apprenticeships for career starters.
  • Succession plan with apprenticeships designed to upskill your existing staff.