Financial services customer adviser

This apprenticeship is in revision

This version of the apprenticeship is subject to a dispensation: any apprentices who start on v1.3 will be moved to v2.0 when v2.0 goes live in July 2026. They will undertake v2.0 assessment only.

A revised version ​of this has been agreed and is available for information only at present. It will replace the version below for new starts from 27th July 2026 with a funding band of £11,000. Further details of this and other apprenticeships in revision are available in the revisions status report.

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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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