Senior Financial Services Customer Adviser Level 3 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 > Senior Financial Services Customer Adviser Level 3

Following on from financial services level 2 apprenticeship, the level 3 apprenticeship builds upon your foundation of knowledge and skills to gain competency within the financial services sector. Designed for use in banks and building societies, this apprenticeship can be applied across financial services and insurance services. It leads to front-line roles dealing with customers and requires technical knowledge and product awareness.

The learner will spend much of their time attending to individual customer needs, so interpersonal skills are paramount. There is an option for successful apprentices to become Team Leaders, supporting and motivating colleagues while keeping up with all legal, regulatory and risk requirements.

Learner Outcomes

Learners can achieve the Certificate in Insurance, Certificate in Financial Services, or Award in Financial Administration. The learner will cover:

  • The role of their organisation in the financial services sector
  • Regulatory and legal compliance
  • Products and services that their company offers to customers
  • Customer relationship management and problem solving.
  • For apprentices who manage a team they will also cover team leadership and development. 

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


Apprentices will take a qualification through the Chartered Insurance Institute (CII) before taking their End-Point Assessment. This qualification results in the Senior Financial Services Customer Adviser Level 3 apprenticeship including CF1 or Certificate in Insurance.

What’s next?

Award in Financial Administration route: on completion of this apprenticeship, the apprentice can continue to develop their career within the organisation through a range of possible pathways such as giving advice on regulated products, or becoming a specialist in a specific area. 

Certificate in Insurance route: This apprenticeship provides professional membership of the Chartered Insurance Institute. It is also the first step on the route to a Diploma in Insurance (Dip CII) qualification. 

Future job roles

  • Underwriter
  • Loss Adjuster
  • Insurance Broker
  • Reinsurance and Account Manager
  • Financial Services Administrator
  • Mortgage Administrator

Apprentice or Employer?

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