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Snr Financial Services Customer Advisor
Level 3

Apprenticeship:

Snr Financial Services Customer Advisor

Qualification: Level 3

Duration: 15-18 months

This apprenticeship has been designed for use in banks and building societies, but may have wider application across Financial Services, including life insurers. Within these organisations there are a number of front line roles that deal with customers and require a high level of technical knowledge and skills across a wide range of products - these may happen in a branch, over the phone, through the internet/social media or an operations centre that supports other areas.

 

Type of job roles the programme is for

  • Junior Client Relationship Manager
  • Senior Contact Centre Agent
  • Customer Adviser

Qualifications

  • Various qualifications available dependent on job role
  • Functional Skills in Maths
  • Functional Skills in English

Progression opportunities

  • Progression routes could be various financial services apprenticeship standards from level 4 and above 

Core competencies

  • Systems and processes
  • Products and services
  • Customer relationship management
  • Communication
  • Delivering results

Apprenticeship:

Snr Financial Services Customer Advisor

Qualification: Level 3

Duration: 15-18 months

  • New learners are assessed by a Skills Coach to ensure their suitability for the programme
  • After this, they will complete an initial assessment and scoping to identify areas of improvement, and development goals for the apprenticeship
  • An apprenticeship induction is then held for new learners, where they will be introduced to the schedule of study

Optional qualifications 

There are optional qualifications available such as:

  • Professional Banker Certificate
  • Investment Operations Certificate 
  • Certificate in Financial Services 
  • Certificate in Insurance 

Gateway

  • 15-16 months

Assessment

  • 16-18 months
  • Reflective Discussion, Portfolio

Apprenticeship:

Snr Financial Services Customer Advisor

Qualification: Level 3

Duration: 15-18 months

There is a clear GC Education & Skills career pathway for the apprentice once they've completed the Level 3 Senior Financial Services Customer Advisor course.