Farnborough College of Technology
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About

About this course

This apprenticeship has been designed for use in Banks and Building Societies, but may have wider application across Financial Services. Within these organisations there are a number of front line roles that deal with customers on a range of relatively straightforward transactions within a detailed regulatory and risk framework – these may happen in a branch, over the phone, through the internet or be done by an individual in an operations centre that supports other areas of the business.

Typical activities could include, depending on the organisation, branch cashier, dealing face to face with customer enquiries in branches, helping them use new digital services, dealing with enquiries by phone, email or post, administering customer accounts, resolving relatively straightforward problems and complaints, proactively contacting customers, identifying sales opportunities and making referrals.

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If you have any questions about this course then please contact us by phone on 01252 40 55 55 or message us.

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Studies include

What modules are covered?

What does the apprenticeship cover?

  • The apprenticeship made up of Knowledge, Skills and Behaviours.
  • Knowledge is taught within college, one day every two weeks
  • Skills are taught within the work place. You will need to generate a portfolio of evidence to demonstrate the following skills: customer service, delivering results, teamwork, communication, problem solving, continuous improvement, personal development, honesty and integrity, flexibility and resilience. You will be allocated a work based assessor to support you with this.
  • You will be taught about expected behaviours for the industry and general employment.
  • If you do not have a 4 or above in (A-C) in English and maths, you will be required to study Functional Skills at Level 2.
  • End point assessment is the final stage of your apprenticeship and you must pass this to achieve your apprenticeship.  It is the chance to show the skills, knowledge and behaviours you have gained throughout you apprenticeship.

 

Find out about the new standard, click on the link:

https://www.instituteforapprenticeships.org/apprenticeship-standards/financial-services-customer-adviser/

 

 

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Progression

What Next?

This standard puts the apprentice on the pathway towards professional membership of the Chartered Banker Institute, the London Institute of Banking & Finance, or the Chartered Insurance Institute, depending on which qualifications are taken. A further qualification may be required to be able to apply for membership.

It forms the foundation of a career within the sector, giving the base for further development through a career path within the organisation which may include a Level 3 or other apprenticeship.

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Entry Requirements

What is the entry process?

Minimum of 4 GCSE grades A* - D or 3 - 9 to include English and Maths.

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