Course description
Financial Services Customer Adviser Level 2
With the public having a greater desire to make wiser financial decisions, the finance industry needs skilled finance professionals that are seen as knowledgeable, trustworthy, and reliable by their customers. Financial professionals in customer support and advisory roles need to have a thorough understanding of their business, as well as industry regulation and a problem-solving mindset to be best place to advise and support their customers.
An apprenticeship is a great way to learn more about an industry while gaining insight into the organisation you are working at. ThisFinancial Services Customer Adviser Level 2programme has been designed to develop skilled professionals who can excel within the finance by empowering them with technical ability, skills, and confidence to operate within different front-line roles that deal with customers.
Upcoming start dates
Suitability - Who should attend?
Entry requirements
None
Outcome / Qualification etc.
Programme outcomes
For employers
Businesses can rest assured that their customers are being advised and supported by knowledgeable and trustworthy staff. As Customer advisers are the face of the business, the new skills and confidence gained during this apprenticeship will empower your employees to exceed customer expectations and easily deal with customers on a range of transactions within industry regulation and risk framework.
For learners
On completion of this apprenticeship, you will be comfortable to advice and guide customers on behalf of your organisation. You will have the technical and product knowledge to suggest the most suitable products and services; you will be sure enough to promote new digital services and resolve customer issues and administering customer accounts, whether in a branch, over the phone or through the internet. This apprenticeship will enable you to develop a career in the finance and insurance industry.
Training Course Content
Build a foundation
- You will begin by developing a thorough understanding of your business and the products and services you provide
Deepen your understanding
- You will develop your understanding as you learn about important regulation and industry expectations and how to offer great customer service
Excel and exceed
- Set yourself apart as you gain personal development skills and become more confident with a range of tools and systems
End point assessment (EPA)
- Completion of off-the-job training and training file
- Portfolio submission
- Professional discussion
- If the insurance specialism route is opted for, learners will have an additional examination in month 8 of the programme
Course delivery details
- Immersive workshops and sessions
- Regular development meetings with expert Coach or Trainer
- Evidence workplace tasks to prove skills and behaviour
- Maths and English Level 2 (if not already obtained)
Expenses
£3,500, Levy funded
Continuing Studies
Suited to individuals looking to start a career in the finance
- Enriched and interactive learning resources
- Develop professional excellence and personal confidence and capability
- Option to complete the insurance specialism route
- Benefit from 1:1 coaching and mentoring throughout
- Become a member of the UK's largest community of apprentices
Request info
Babington Group
Babington exists to develop better futures: for organisations, individuals, and society. We help organisations solve challenges around talent acquisition, upskilling, and reskilling to support growth and drive performance. We help individuals develop skills and realise their dream careers – from...