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Financial Services Customer Adviser

Level 2 - England

Course Summary

This is an entry-level qualification, covering the skills needed to help customers in banks and building societies, or in other parts of financial services, such as insurance. Several front-line roles deal with customers and require a high level of technical knowledge and skills across a wide range of products. These roles can be carried out in a branch, over the phone, through the internet and social media, or in an operations centre that supports other areas. The apprentice might deal with individuals, businesses or a small portfolio of accounts.

Start date: Flexible

Level: 2

Duration: 12-15 months

Delivery: Blended

Assessment: On-programme and end-point assessment

Qualification: Apprenticeship including CII Financial Services Customer Advisor Level 2, Apprenticeship including FIT or LF1

Entry requirements: None

Who is it for?

Those looking to start a career in the financial services sector.

What will they learn?

This apprenticeship offers a choice of two qualification routes: Foundation in Insurance, or Award in Life & Pensions Foundation.

Whichever the apprentice chooses, they will cover areas such as:

  • understanding customers’ needs, and meeting them with the right products and services
  • promoting new digital services
  • calling customers to strengthen relationships
  • resolving tricky complaints
  • working with other areas of the organisation to meet customer needs.


During the course (‘on-programme’) and at the end (‘end-point assessment’). Studying towards this qualification also involves off-the-job training and maintaining a training file in line with the employer’s performance management process.

What's next?

After completing this apprenticeship, the employee can go on to take the following qualifications:

  • Senior Financial Services Customer Adviser Level 3
  • Financial Administrator Level 3
  • Mortgage Adviser Level 3
  • Insurance Practitioner Level 3

Future job roles

  • Financial Services advisor
  • Insurance Agent

Technical information

You can find out more here.


If you are ready to support the individual training needs of the apprentice, then you are ready to take the first step on the Aspire programme. Please complete our registration form and we will contact you.