Level 3 Apprenticeship
Senior Financial Services Customer Adviser
In an increasingly competitive and digital world working in frontline customer engagement is rapidly becoming more challenging and business critical. Those working in branches, by phone, internet / social media or in support centres need to have a deep understanding of insurance products whilst recognising regulatory requirements such as Consumer Duty. This programme will help kick start a career for those entering Insurance roles, it refines behaviours and enables the ability to evidence skills and knowledge that will open up a wide range of career paths. Perfect for people working in the following roles:
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:
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.
Industry & company understanding | Regulatory, legal and compliance | Products & services | Systems & Processes
Customer relationship management | Delivering results | Teamwork | Communicating & Influencing | Problem Solving | Continuous Improvement
Personal development | Honesty & Integrity | Flexibility | Resilience
Professional qualifications
CII Cert in Financial Services
CII Cert in Insurance
Duration: 15 Months
Funding Band: £8,000
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