Financial services customer adviser

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

This apprenticeship has been retired

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.

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Contents

Contents

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Version log

Version Change detail Earliest start date Latest start date
2.0 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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