Financial services customer adviser

This is not the latest approved version of this apprenticeship. View the latest version

This apprenticeship is in revision

The below apprenticeship assessment plan is approved by Skills England under the 2025/2026 apprenticeship assessment reforms and is available for information only. A lead-in period is currently in effect until 27th July 2026. At the end of the lead-in period, it will replace the current version for new starts with a continued funding band of £11,000. For further details of the changes to apprenticeship assessment, please refer to the Department for Education's support guidance.
Please note - a dispensation is in place on v1.3 to ensure that starts on that version from 14 April 26 July 2026 migrate to v2.0 for assessment purposes.

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Contents

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Version log

Version Change detail Earliest start date Latest start date
Revised version awaiting implementation Assessment plan revised 27/07/2026 Not set
1.3 Occupational standard, end-point assessment plan and funding band revised. 14/04/2026 26/07/2026
1.2 End-point assessment plan revised 09/01/2025 13/04/2026
1.1 The funding band for this standard has been reviewed as part of the apprenticeship funding band review. The new funding band is £8000 01/07/2019 08/01/2025
1.0 Retired 27/08/2015 30/06/2019
Employers involved in creating the standard: Barclays, Lloyds, Halifax, HSBC, NatWest, Leeds Building Society

Crown copyright © 2026. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

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