Financial Services Customer Adviser Level 2 Apprenticeship

Gain essential skills and qualifications in this exciting and prestigious industry.

To get in touch call us on 0333 323 4050

Apprenticeships > Financial Services Apprenticeships > Financial Services Customer Adviser Level 2

The level 2 apprenticeship is an ideal stepping stone for those looking to start in the financial services industry, or those already in employment who are looking to strengthen their skills to advance their career. This apprenticeship has been designed for use in banks and building societies, but may have wider application across financial services, including life insurers and other insurance sectors.

Within the organisations previously mentioned, there are several front-line roles that deal with customers and require a high level of technical knowledge and skills across a wide range of products – these may happen in a branch, over the phone, through the internet/social media or an operations centre that supports other areas. The learner may deal with individuals, businesses or a small portfolio of accounts.

Learner Outcomes

There is no mandatory qualification, but a choice of additional qualifications can potentially be chosen by the client as an additional bolt on. Typical activities the learner will cover could include: understanding customer needs and meeting those needs with the right products and services; promoting new digital services; pro-actively calling customers to deepen relationships; resolving tricky complaints; working with other areas of the organisation to meet customer needs. 


Learners will be assessed through an on-programme and an End-Point Assessment. As they study towards the qualification, they will also gain off-the-job training and maintain a training file in line with the employer’s performance management process.

We can add on LF1 (Foundation in Insurance Route) or FIT (Foundation in Insurance Route) for key clients as part of this apprenticeship. 

What’s next?

The following qualifications are ideal for someone who has completed the CII Financial Services Customer Adviser Level 2:

This apprenticeship puts the apprentice on the pathway towards professional membership of the Chartered Insurance Institute.

Future job roles

  • Financial Services Adviser
  • Insurance Agent

Who is this apprenticeship for?

Whether you’re looking for your first role, or have some experience but want to top up your skills and competencies, then this course is for you. If you’re searching for a role, take a look at our vacancies.

For more information, get in touch with us below, or speak to our advisors on 0333 323 4050

Apprentice or Employer?