New apprenticeships Senior Financial Services Customer Adviser

This new apprenticeship standard will typically take up to 24 months to complete, although the exact duration will be dependent on the previous experience of the individual. For entry at this level it would typically be an 18-24 month programme, with progression from Level 2 being closer to 12 months.

It has been designed for use in Banks and Building Societies, but may have wider application across Financial Services. Apprentices may be in 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. They may deal with individuals, businesses or a small portfolio of accounts.

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Mandatory requirements

In order to meet the apprenticeship standards apprentices must:

  • Achieve an appropriate qualification/examination (as considered most relevant by the employer)
  • Minimum of Level 2 English
  • Minimum of Level 2 Maths

The on-programme pace will be driven by the apprentice as well as by the breadth of experience an employer can offer prior to the minimum of 18 months, after which end-point assessment will take place.

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