Financial Services Customer Adviser

Typical Salary

£14,000 To £60,000

Typical Hours

36 to 38 a week

evenings / weekends / bank holidays on shifts

How To Become a Financial Services Customer Adviser

You can get into this job through:

a college course
an apprenticeship
working towards this role
applying directly

College / University

You could do a college course, which would teach you some of the skills and knowledge you need in this job. Relevant subjects include:

Level 1 Award for Introduction to Customer Service
Level 2 Certificate in Customer Service
Level 2 Certificate in Contact Centre Operations

2 or fewer GCSEs at grades 3 to 1 (D to G), or equivalent, for a level 1 course

2 or more GCSEs at grades 9 to 3 (A* to D), or equivalent, for a level 2 course

Apprenticeship

You can get into this job through a financial services customer adviser intermediate apprenticeship.

some GCSEs, usually including English and maths, or equivalent, for an intermediate apprenticeship

Routes into this Career

You could start as an admin assistant with a company and move into financial services work by training on the job.

You could apply directly to become a financial services customer adviser. It will help if you have:

GCSEs, including English and maths, or equivalent
computer and keyboard skills
experience of customer service, cash handling or office work

Other Routes

Other Routes are not listed for this job.

Skills And Knowledge

You'll need:

to be thorough and pay attention to detail
customer service skills
the ability to work well with others
patience and the ability to remain calm in stressful situations
the ability to accept criticism and work well under pressure
ambition and a desire to succeed
the ability to sell products and services
maths knowledge
to be able to carry out basic tasks on a computer or hand-held device

Day To Day Tasks

Your day-to-day duties may include:

dealing with other businesses, private or company investors or members of the public
using computerised systems to access customer information and update account details
answering customers' questions
providing straightforward information or dealing with complex enquiries
processing payments and withdrawals
keeping accurate records
promoting financial products and services
handling complaints or referring them to a supervisor
referring customers to staff to sell financial products

Working Environment

You could work in an office.

Career Path & Progression

Career Path & Progression are not listed for this job.

Volunteering Opportunities

Volunteering Opportunities are not listed for this job.

Tips & Information

Further information

You can find out more about becoming a financial services customer adviser from The London Institute of Banking and Finance.

Restrictions & Requirements

You'll need to:

pass enhanced background checks

Most employers will expect you to have a credit check to confirm that you don’t have any outstanding debts which could prevent you from working in financial services.