How to become
You can get into this job through:
- a college course
- an apprenticeship
- working towards this role
- applying directly
College
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
- T Level in Finance
Entry requirements
You'll usually need:
- 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
4 or 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths for a T Level
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Apprenticeship
You can apply to a financial company to do a Customer Services Practitioner Level 2 Intermediate Apprenticeship, or a Senior Financial Services Customer Adviser Level 3 Advanced Apprenticeship.
These take around 1 year to complete. They combine on-the-job training and time spent learning about financial products and services.
Entry requirements
You'll usually need:
- 5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths, for an advanced apprenticeship
- some GCSEs, usually including English and maths, or equivalent, for an intermediate apprenticeship
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Work
You could start as an admin assistant with a company and move into financial services by training on the job.
Direct Application
You could apply directly to become a financial services customer adviser. It will help if you have:
- GCSEs or equivalent in English and maths
- computer and keyboard skills
- experience of customer service, cash handling or office work
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Further information
You can find out more about becoming a financial services customer adviser from Walbrook Institute London.