Financial services customer adviser

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Sales adviser, contact centre agent

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

Salary Range: £14,000 to £60,000

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You can get into this job through:

  • a college course
  • an apprenticeship
  • working towards this role
  • applying directly
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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
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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
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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
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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:

  • 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.

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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.

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