Skill Details

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Skill Details

Skill Name

Skill Category

Is Accredited

NoYes

Is Apprenticeship

NoYes

Skill Overview

This Level 3 Apprenticeship is designed to develop the skills and technical knowledge of individuals delivering customer service in the financial services industry, or for staff identified by employers who want to enhance their skills and knowledge within the business.

Learning Objectives

The Senior Financial Services Customer Adviser Level 3 Apprenticeship equips apprentices with the advanced skills, knowledge, and behaviours needed to excel in customer-facing roles within the financial services industry. Building on foundational expertise, this apprenticeship prepares individuals to handle complex customer inquiries, manage a range of financial products, and contribute to the seamless delivery of services in banking, insurance, and other financial sectors.

What it covers:

This apprenticeship covers a range of knowledge, skills, and behaviours, including:

Knowledge

Industry and Company Understanding
Regulatory, Legal, and Compliance
Products and Services
Systems and Processes

Skills and Behaviours

Customer Relationship Management
Delivering Results
Teamwork
Communicating & Influencing
Problem Solving
Personal Development
Honesty & Integrity
Flexibility
Resilience

Funding Option

Funding Eligibility

For apprentices aged 16-21 the training costs are fully funded by the government. For apprentices aged over 21, there is a 5% co-investment which would be paid by the employer. Alternatively, the training costs can be covered by utilising the Apprenticeship Levy Fund.

Skill Price ex VAT (£)

Skill Length

Skill Level

Skill Timings

Delivery Method

Skill Eligibility (Prerequisites for skill/software requirements)

Ideally, apprentices will have a minimum of five GCSE's grade 4/C or above including maths and English.

Additionally, they must be employed in a relevant role.

Last Application Date

Skill Enrolment

Skill Status

Skill Enquiry Details

First Name

Last Name

Telephone

Postcode

Are you a company owner or senior decision maker?

NoYes

No. of Delegates

What is your company name?

Would you like to explore skills support for your organisation through GM Business Growth Hub?

NoYes

I accept the Terms and Conditions and Privacy Policy

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