Financial Services Customer Adviser

Job Description:

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

Job Category:
Financial Services

What you will do:

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


You’ll need:

  • maths knowledge
  • the ability to sell products and services (creativity)
  • to be able to carry out basic tasks on a computer or hand-held device

As well as:

  • customer service skills
  • to be thorough and pay attention to detail
  • the ability to work well with others (teamwork skills)
  • patience and the ability to remain calm in stressful situations
  • the ability to accept criticism and work well under pressure (leadership skills)
  • ambition and a desire to succeed
Illustration of employee looking at workspace

Entry Requirements:

To become a financial services customer adviser, specific GCSE subjects are not typically required. However, certain subjects can provide a foundation for the skills and knowledge necessary for this role. Financial services customer advisers assist clients with various financial products and services, so a combination of subjects related to business, communication, and mathematics can be beneficial. Here are some recommended GCSE subjects that can be helpful for aspiring financial services customer advisers:

  1. Mathematics: Strong mathematical skills are essential for financial services advisers, as they often assist clients with financial calculations, budgeting, and understanding financial products.
  2. Business Studies: Business studies can provide insights into financial management, economic principles, and customer service, which are directly relevant to financial services advisory roles.
  3. Economics: Economics can be valuable for understanding economic concepts, market trends, and the broader financial context in which clients make financial decisions.
  4. English: Good communication skills, both written and verbal, are crucial for financial services advisers. They need to explain complex financial concepts to clients, convey product information, and handle client inquiries effectively.
  5. IT/Computer Science: Familiarity with computer applications and customer relationship management (CRM) software can be beneficial for managing client information and interactions.
  6. Accounting (if available): Some schools may offer GCSE accounting as an option. Taking this subject can provide a strong foundation in basic accounting principles, which can be relevant in financial services roles.

Post School

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.

In the UK, for example, courses include:

  • Award for Introduction to Customer Service
  • Certificate in Customer Service
  • Certificate in Contact Centre Operations
  • Level in Finance


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.


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:

  • computer and keyboard skills
  • experience of customer service, cash handling or office work

Working Hours and Environment:

A typical week consists of 36-38 hours of work. You could be required to work evenings/weekends/bank holidays on shifts.

You could work in an office.

Career Path & Progression:

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