Financial Services - Work Based Apprenticeship (Level 2)

This Apprenticeship in Financial Services is delivered in the workplace and enables you to “Earn while you learn”.

Academic Year: 2023/24
Course Code: 10756
Study Type: Full-Time
Education Level Further Education
Department: Business & Management

Available Sessions

The following sessions are open for application on this course:

Campus & Course Type Start
Off Site
Course Overview

This Apprenticeship will allow you to gain practical skills and theoretical knowledge in a broad range of roles within the wider financial services industry.  

The delivery of this programme will take place within your workplace by a qualified Trainer/Assessor on a one to one basis or in small groups. Your employer will also support you in achieving this qualification.

You will build a portfolio to evidence your competence within a financial services environment. You will demonstrate how you plan and organise your workload whilst complying with regulations. Your learning will depend on the role you play within your specific work sector- i.e. Banking, Insurance, Mortgages & Loans, Pensions, Savings and Investments or Customer Service.

As part of your Apprenticeship, you will also be required to complete Essential Skills in Literacy, Numeracy and ICT if you do not have a GCSE Grade C or above in English, Maths or IT, or equivalent. For you to be exempt, you will be required to show us original copies of your certificates.

 These will be tailored dependant on the pathway most suitable to where you are employed.

You are employed or starting a new job within the Financial Services Industry or have moved into a new position within your current company and would like to develop your skills and career.

A range of topics are covered within competence and knowledge-based qualifications.

To achieve a Level 2 Apprenticeship in Financial Services, you’ll need to complete the following qualifications:

City & Guilds Level 2 Certificate in Providing Financial Services (NVQ)  and  

City & Guilds Level 2 Certificate in Customer Service

You will also learn about your Employment Rights and Responsibilities. 

Unless exempt by providing appropriate GCSE certificates or equivalent, you will also complete Essential Skills qualifications in Literacy, Numeracy and ICT as required.

The flexibility of this programme. The training will be both on a one to one basis or as part of a group. Blended learning will also be offered to learners.

With your level 2 Financial Services qualification, you will gain recognition as a qualified person within your sector. Candidates completing Level 2 will be ready to progress onto the Level 3 Apprenticeship, which is geared towards supervisory, management or specialist practitioner roles.

To be permanently employed or seeking employment within the Financial Services Industry and be contracted to work minimum of 21 hours per week.

Department for Economy currently views Financial Services as a priority industry for development - applications are therefore open to applicants of all ages

Available Sessions

The following sessions are open for application on this course:

Campus & Course Type Start
Off Site

Enquiries Information

For more information or help with this course send us an enquiry and a member of our team will get back in touch.

Available Sessions

Course Type Title Campus Start Spaces Apply or get more information
Level 2 Work Based Apprenticeship in Financial Services

Off Site


Please select a campus from the list above to view the available sessions.

Customer Enquiries

Need more information or have a question about this course? Send us a message below and we will get in touch.

Start New Enquiry

Terms & Conditions

Students will be required to comply with SERC's Terms & Conditions of study.

We strive to ensure the description of courses on SERC's website and in publications is accurate. However, for various reasons there may be occasions when the College may need to change arrangements or be unable to deliver classes due to circumstances such as reduced funding. If there are insufficient numbers applying for a course it may not be viable to deliver the class.

Further Education

Further Education

If you have just completed your GCSEs, Further Education is most likely the option for you. FE covers qualifications from entry to higher level qualifications such as Awards, Certificates, Diplomas, NVQ, BTEC and Apprenticeships.

Explore Further Education