Level 3 Senior Financial Services Customer Adviser Apprenticeship

Are you interested in a career working at a senior level? By working in the financial services customer adviser role, you could find yourself supporting customers in banks or building societies or other financial services sectors. You could even one day find yourself managing a team as part of your role.  If this sounds like something you’re interested in, then read on to find out how you can start this exciting journey today!

Jobs and entry criteria for the Level 3 Senior Financial Services Customer Adviser Apprenticeship

This apprenticeship has been designed for use in Banks, Building Societies, and other Financial Services. Within these organisations there are lots of front-line roles that deals with customers and need a high level of skills and technical knowledge across a wide range of products whether that’s in a branch or over the phone etc. The length of the apprenticeship is expected to be 12 – 24 months.  To qualify for this role the apprentices must have level 2 in English and Maths level prior to the end point assessment. 

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Key responsibilities of a Senior Financial Services Customer Adviser Apprentice

  The daily job role would be to deal with individuals, businesses or a small portfolio of accounts. You would be promoting new digital services to encourage customers to use these channels, proactively calling customers to further the relationships, resolving tricky complaints and working with other areas of the organisation to meet customer needs.

Level 3 senior financial services customer adviser Core Competencies

  • Understands the role their sector plays in Financial Services, the business they work in and where their organisation sits in the market.
  • Broad understanding of the Financial Services legal and regulatory framework, together with how this applies to the role.
  • Broad understanding of the products and services offered to customers by their organisation, together with sound knowledge of the products and services, their features and benefits, relevant to their role.
  • Understands the systems, tools and processes used in the role, together with the standards to be met, including IT tools and digital banking solutions provided to customers.
  • Delivering excellent service, identifying and meeting or exceeding customer requirements.
  • Meeting the agreed business plan objectives where appropriate.
  • Consistently supports colleagues /collaborates to achieve results
  • Dealing effectively with customers or colleagues, using sound interpersonal skills and communicating well through a range of media using appropriate language.
  • Trustworthy in their actions and maintains appropriate confidentiality at all times

Option – Team leadership

  • Plan resources to meet service levels.
  • Being able to manage the performance of individuals and supports their development e.g. mentoring and coaching.
  • Working with the team to ensure all activities meet legal, regulatory, risk requirements and that all delivery reporting requirements are met.
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Modules and vendor exams

The knowledge modules and vendor exams will help you understand the following:

  • An understanding of how your organisation fits within the financial services industry.
  • Knowledge of how the financial services’ legal and regulatory framework operates and how this applies to your role.
  • Understanding and fulfilling your customers’ needs.
  • Developing strong, effective relationships with your colleagues.
  • Analysing and solving problems within regulatory guidelines and your company’s policies.

Conclusion

As you can see above the Level 3 senior financial services customer adviser apprenticeship is a great starting point for anybody that looking for a career within the Legal, finance and accounting sectors. The core skills that you will learn within this apprenticeship not only will improve your workplace skills but also help to develop life skills, which will help you grow alongside your role. In addition, you will be able to develop your career within the organisation through a range of possible pathways.