Financial services customer adviser

Alternative titles for this job include Sales adviser, contact centre agent

Financial services customer advisers work in contact centres for banks, insurance, investment and credit companies.

Average salary (a year)

£14,000 Starter


£60,000 Experienced

Typical hours (a week)

36 to 38 a week

You could work

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


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

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

More information


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

Entry requirements

You'll usually need:

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

More information


You could start as an admin assistant with a company and move into financial services work 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, including English and maths, or equivalent
  • computer and keyboard skills
  • experience of customer service, cash handling or office work

More information

Further information

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

What it takes

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

Restrictions and requirements

You'll need to:

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.

What you'll do

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 and progression

With training and qualifications, you could specialise in mortgage advice, pensions work or financial advice.

Current opportunities

Apprenticeships In England

We can't find any apprenticeship vacancies in England for a financial services customer adviser right now.

The Find an apprenticeship service can help you with your search, send alerts when new apprenticeships become available and has advice on how to apply.

Courses In England

Financial Studies

  • Start date: 07 September 2020
  • Location: Lyme Regis

Financial Studies

  • Start date: 01 September 2020
  • Location: Sittingbourne

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