Level 3 Financial Services Customer Adviser Apprenticeship
Apprenticeship standard: Financial Services Customer Adviser
Deliver outstanding customer service, powered by cutting-edge knowledge and skills training. Combining advanced technical expertise with interpersonal skills, you'll develop the capability to build strong relationships, explain products clearly and handle complex enquiries with confidence.
Our advisers are here to answer questions you might have.
How this apprenticeship is delivered
Understanding the Apprenticeship Levy
How BPP will support you and your team
You must be already working in a relevant role to apply for a BPP apprenticeship. No job? No problem. Go to BPP Recruitment to search and apply for roles with a huge range of employers.
Apprenticeship overview
Set the standard of exceptional customer service within your organisation.
As an advisory professional, you'll develop the skills to deliver clear, confident and empathetic customer interactions that build trust and increase customer retention. You'll learn how to explain products with clarity and apply FCA standards consistently, helping to reduce compliance risk while ensuring every customer receives fair and appropriate guidance.
Through practical, real-world learning, you'll improve first-time accuracy, resolve complaints more effectively and handle complex or high-pressure situations with confidence. You'll learn how to identify and support vulnerable customers and contribute to improved operational performance across your organisation.
You'll also get access to a bespoke financial services Introduction to AI masterclass and generative AI training to help you discover the latest in digital banking solutions and how you can effectively utilise emerging technologies to improve customer service.
In recognition of your commitment to development, your learning will be backed by the highly-valued Professional Banker Certification from the Chartered Banker Institute (CBI).
Apprenticeship information
- Duration
- 15 months
- Start Dates
- January, April and October
- Application deadline
- 6 weeks before start date
- Study modes
- Online live teaching and performance coaching, guided self-study, and work based projects
- Cost
- 95% government funded for non-levy payers£11,000levy fundedFreefor learners
Apprenticeship standard
Financial Services Customer Adviser
Course structure
Industry & Company Understanding
Develop your understanding of the financial services industry while building the professional skills needed to manage your career and ongoing development.
Collaboration, Systems & Processes
Understand sustainable banking, workplace relationships and how financial services organisations operate in a changing environment.
The Customer Experience
Build the skills to deliver inclusive, customer-focused service, including product matching and digital banking support.
Financial Regulation & Professionalism
Develop your knowledge of the legal, regulatory and ethical frameworks that underpin financial services.
Problem Solving & Innovation
Strengthen your problem-solving skills, enhance customer experiences and drive continuous improvement within your organisation.
Get information about this apprenticeship
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Frequently asked questions
If you can’t find the answer to a question, our advisers will be happy to help.
To apply for an apprenticeship programme you need to be employed in a relevant role and have your employer’s approval.
You’ll need to create an account with BPP, choose your programme, and submit your application. See our learner page for more information, or download our Apprentice Guide.