Who is this programme for?
In a customer‑focused and highly regulated environment, Financial Services firms rely on skilled Customer Advisors to deliver positive, fair and compliant customer outcomes. These roles are central to supporting customers with their financial needs whilst meeting regulatory and organisational requirements. This programme is suited to individuals looking to enter the Financial Services sector, or those already working in customer facing roles who wish to build their knowledge, confidence and professional capability. It provides a strong foundation for a range of customer service and advisory career pathways.
Typical roles include:
- Financial Services Customer Advisor
- Banking Customer Service Adviser
- Contact Centre Advisor (Financial Services)
- Customer Support Officer
- Client Services Assistant
- Retail Banking Associate
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How does Davies deliver?
Our programme is built around a professional apprenticeship. The learning is wrapped around and incorporates daily work, this is supplemented by ‘off the job’ development, which on average accounts for 6 hours per week (completed within paid time). Access to all of our training content is via our digital platforms enabling 100% remote delivery. This incorporates:
- Virtual classroom learning & workshops
- Online learning (accessed via PC or mobile)
- 121 coaching & support from industry practitioners
- Professional Qualification Support
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What does the programme cover?
This programme will develop Knowledge, Skills, and Behaviours and will provide people with the awareness and capabilities required to accelerate their career in Customer Services.
Knowledge
Financial Services Landscape | Communication and Stakeholder Relationships | Customer Service | Productivity | Professionalism | Ethical and Professional Working Practices | Continuous Improvement
Skills
Communication and Stakeholder Relationships | Customer Service | Productivity | Professionalism | Ethical and Professional Working Practices | Continuous Improvement
Behaviours
Communication and Stakeholder Relationships | Productivity | Professionalism | Ethical and Professional Working Practices
