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Customer services

Financial services customer adviser

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

Annual Salary

£14,000 to £24,000

Average UK salary in 2022 was £33,200
(source Office for National Statistics)

Working hours

36 to 38 a week

You could work: evenings / weekends / bank holidays; on shifts

2.3%
Future employment

There will be 2.3% fewer Financial services customer adviser jobs in 2027.

Day to day tasks

In your day-to-day duties you may:

  • deal with other businesses, investors or members of the public
  • use computer systems to access customer information and update account details
  • answer customer questions
  • process payments and withdrawals
  • keep accurate records
  • promote financial products and services
  • work to targets
  • handle complaints or refer them to a supervisor
  • refer customers to staff to sell financial products

Working environment

You could work in an office.

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
For more information
Apprenticeship

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

It takes around 12 months to complete these apprenticeships. They include a mix of learning on the job and study.

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
For more information
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

Requirements and restrictions

You'll need to:

  • Most employers will want to do a credit check. They do this to make sure you do not have any outstanding debts which could stop you working in financial services.
  • pass enhanced background checks

More information

Further information

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

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

Skills required and how your skills match up

What skills are required?

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
  • persuading skills
  • to be able to carry out basic tasks on a computer or hand-held device
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