Guidance

Apprenticeship standard: senior financial services customer adviser (approved for delivery)

Describes the job role an apprentice will be doing and the skills required of them by the financial services sector.

Documents

Apprenticeship standard for a senior financial services customer adviser

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Assessment plan for a senior financial services customer adviser

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Details

This document is relevant to:

  • employers wanting to recruit an apprentice
  • training organisations working with employers to make the apprenticeships available

The approved standard outlines the skills, knowledge and behaviours required of the apprentice and the job they will need to be able to do by the time they have completed their apprenticeship.

This standard is ready to use.

Employers involved in creating this standard

The standard for a senior financial services customer adviser was developed by:

  • Barclays
  • Cambridge Building Society
  • HSBC
  • Leeds Building Society
  • Lloyds Banking Group
  • Nationwide Building Society
  • RBS
  • Santander
  • TSB Bank
  • Virgin Money
  • Skipton Building Society
  • Geoban
  • Canada Life

Funding information for employers and training organisations

Funding band: 9

Funding band maximum: £9,000

Read the apprenticeship funding rules for further information.