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Senior Financial Services Customer Adviser

Level 3 - England

Course Summary

This is an advanced qualification, covering the skills needed to advise customers at a senior level in banks and building societies, or in other parts of financial services, such as insurance. It leads to front-line roles dealing with customers and requiring technical knowledge, product awareness and interpersonal skills. There is an option for successful apprentices to become team leaders, supporting and motivating colleagues while keeping up with all legal, regulatory and risk requirements.

Start date: Flexible

Level: 3

Duration: 15-18 months

Delivery: Blended

Assessment: On-programme and end-point assessment

Qualification: Apprenticeship including Award in Financial Administration FA1 and CF1 or Certificate in Insurance IF1-IF9

Entry requirements: L2 English and Maths

Who is it for?

Those in an entry-level role, looking to progress.

What will they learn?

There are two routes to the qualification, depending on whether the apprentice works in financial services or insurance services.

In both, they will cover: the role of their organisation in the financial services sector; regulatory and legal compliance; their company’s products and services; customer relationship management; problem solving. Apprentices who manage a team will also cover team leadership and development.


Apprentices will take a qualification through the CII before being assessed at the end (‘end-point assessment’).

What's next?

Having completed this apprenticeship, employees can go for an award in financial administration. Or they can continue to develop their career within their organisation through a range of possible pathways, such as giving advice on regulated products, or becoming a specialist in a specific area.

Future job roles

  • Underwriter
  • Loss adjuster
  • Insurance broker
  • Reinsurance and account manager
  • Financial services administrator
  • Mortgage administrator

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.