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

to

£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

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

Entry requirements

You'll usually need:

  • 2 or fewer GCSEs at grades 3 to 1 (D to G) for a level 1 course
  • 2 or more GCSEs at grades 9 to 3 (A* to D) for a level 2 course

More information

Apprenticeship

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, for an intermediate apprenticeship

More information

Work

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
  • Being able to use a computer terminal or hand-held device may be beneficial for this job.

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.

Training opportunities

Apprenticeships In England

Apprentice Client Support Administrator

  • Wage : £160.00 Weekly
  • Location: Lichfield WS13 6LA

Financial Services Apprenticeship

  • Wage : £138.75 Weekly
  • Location: Bishop's Stortford CM22 6PU

Courses In England

Finance: Certificate in Financial Services CeFS and Diploma in Financial Services DipFS

  • Provider: Nene Park Academy
  • Start date: 01 September 2019
  • Location: Peterborough

Diploma in Financial Studies

  • Provider: Oldham Sixth Form College
  • Start date: 01 September 2019
  • Location: Oldham

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