Financial Services Customer Adviser Level 2

Start date: Flexible

Level: 2

Duration: 12-15 months

Delivery: Blended

Assessment: On-programme and end-point assessment

Qualification: Apprenticeship including CII Financial Services Customer Advisor Level 2, Apprenticeship including FIT or LF1

Entry requirements: None

Course summary

This is an entry-level qualification, covering the skills needed to help customers in banks and building societies, or in other parts of financial services, such as insurance. Several front-line roles deal with customers and require a high level of technical knowledge and skills across a wide range of products. These roles can be carried out in a branch, over the phone, through the internet and social media, or in an operations centre that supports other areas. The apprentice might deal with individuals, businesses or a small portfolio of accounts.

Who is it for?

Those looking to start a career in the financial services sector.

What will they learn?

This apprenticeship offers a choice of two qualification routes: Foundation in Insurance, or Award in Life & Pensions Foundation.

Whichever the apprentice chooses, they will cover areas such as:

  • understanding customers’ needs, and meeting them with the right products and services
  • promoting new digital services
  • calling customers to strengthen relationships
  • resolving tricky complaints
  • working with other areas of the organisation to meet customer needs.


During the course (‘on-programme’) and at the end (‘end-point assessment’). Studying towards this qualification also involves off-the-job training and maintaining a training file in line with the employer’s performance management process.

What’s next?

After completing this apprenticeship, the employee can go on to take the following qualifications:

  • Senior Financial Services Customer Adviser Level 3
  • Financial Administrator Level 3
  • Mortgage Adviser Level 3
  • Insurance Practitioner Level 3

Future job roles

  • Financial Services advisor
  • Insurance Agent

Technical information

You can find out more here