Financial Services Customer Adviser Apprentice - NFU Mutual Yorkshire Coast Agency
PICKERING & ROBINSON
EASTFIELD (YO11 3TU)
Closes in 23 days (Wednesday 4 November 2026 at 11:59pm)
Posted on 12 October 2026
Contents
Summary
Under general supervision and within limits of authority and product licences, support Agent / Senior Agent in respect of Agency Sales. Contribute towards the strategic growth of the Agency and demonstrate high levels of Customer Service support, maximising potential customer retention and delivering customer satisfaction.
- Wage
-
£24,000 a year
- Training course
- Financial services customer adviser (level 3)
- Hours
-
Monday to Friday, 09.00 to 17.00
37 hours 30 minutes a week
- Start date
-
Monday 16 November 2026
- Duration
-
1 year 6 months
- Positions available
-
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
Generic Tasks
Under general supervision and within limits of authority and product licences, support Agent / Senior Agent in respect of Agency Sales. Contribute towards the strategic growth of the Agency and demonstrate high levels of Customer Service support, maximising potential customer retention and delivering customer satisfaction.
Review and advise upon customer General Insurance requirements
Handle incoming sales enquiries via telephone and email - provide quotations and close sales
Handle Incoming customer enquiries for products within your licenced remit
Act as Life Introducer to obtain appointments for Financial Advisor and NASC team
Identify and initiate cross-sell opportunities and activities to new and existing customers
Acquire and maintain knowledge of NFU Mutual General Insurance products for applicable product licences or in line with agreed personal development strategy
Develop and sustain effective working relationships with customers, all Agency, NFU Mutual and supporting business development staff
Support colleagues with General Agency duties during holiday / sickness absence where appropriate licences or knowledge exist
Administer all networking instructions to meet Agency completion standards
Implement customer payment transactions and processing procedures to maintain Agency credit control
Comply with all applicable sections of the NFU Mutual General Insurance Compliance Manual for the Agency Network, the Agent's Claims Guide, the Agency Guide and any local Agency procedures
Produce correspondence to required timeframes and quality standards
Perform other duties as assigned by Agent / Senior Agent in relation to the general operational tasks of the business
Tasks specific to your role
Handle Incoming customer enquiries for products within your licenced remit
Promote Financial Services and make appointments for the Agency Financial Advisor
Work as a team with incoming call volumes to assist with a fairly distributed workload
Continual training to develop skills and maximise personal opportunity
Where you'll work
CENTENERY HOUSE
UNIT1 MANOR COURT
MANOR GARTH
EASTFIELD
YO11 3TU
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
DAVIES LEARNING SOLUTIONS LIMITED
Training course
Financial services customer adviser (level 3)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Apply organisational or industry practice, in line with regulatory and legal frameworks, to achieve optimal outcomes for stakeholders.
- Adhere to organisation policies and procedures by working within own authority and escalate where required
- Identify customer requirements and select appropriate financial services or products to achieve appropriate outcomes for customer.
- Communicate with customers and colleagues through a variety of channels, using active listening and language that is meaningful to the recipient, for example, written reports, presentations, phone, face-to-face, email or digital channels.
- Use appropriate questioning techniques to understand customer needs, gain insight and information to inform decision making and suggest solutions.
- Establish customer relationships applying principles of equity diversity and inclusion to deliver a personalised customer service taking account of vulnerability.
- Support the resolution of customer dissatisfaction in line with organisational or industry practice, escalating in line with organisational procedures as needed.
- Coach and assist customers to access and use appropriate digital solutions to meet their financial service’s needs.
- Comply with current data legislation and organisational policies including when handling sensitive customer data and using digital systems and processes to service customer and organisation needs.
- Plan and organise workload to meet commitments using recognised time management methods in line with organisation expectations.
- Build and maintain collaborative working relationships with a range of colleagues and customers to deliver positive outcomes.
- Identify opportunities for improvement and support activities to improve performance and service
- Act on feedback to improve personal performance, contribute to team performance and take ownership of own development to build competency.
- Handle data safely and securely and share information in compliance with data protection legislation and organisation’s policy.
- Apply organisational or industry practice, in line with regulatory and legal frameworks, to achieve optimal outcomes for stakeholders.
- Adhere to organisation policies and procedures by working within own authority and escalate where required
- Identify customer requirements and select appropriate financial services or products to achieve appropriate outcomes for customer.
- Communicate with customers and colleagues through a variety of channels, using active listening and language that is meaningful to the recipient, for example, written reports, presentations, phone, face-to-face, email or digital channels.
- Use appropriate questioning techniques to understand customer needs, gain insight and information to inform decision making and suggest solutions.
- Establish customer relationships applying principles of equity diversity and inclusion to deliver a personalised customer service taking account of vulnerability.
- Support the resolution of customer dissatisfaction in line with organisational or industry practice, escalating in line with organisational procedures as needed.
- Coach and assist customers to access and use appropriate digital solutions to meet their financial service’s needs.
- Comply with current data legislation and organisational policies including when handling sensitive customer data and using digital systems and processes to service customer and organisation needs.
- Plan and organise workload to meet commitments using recognised time management methods in line with organisation expectations.
- Build and maintain collaborative working relationships with a range of colleagues and customers to deliver positive outcomes.
- Identify opportunities for improvement and support activities to improve performance and service
- Act on feedback to improve personal performance, contribute to team performance and take ownership of own development to build competency.
- Handle data safely and securely and share information in compliance with data protection legislation and organisation’s policy.
Training schedule
Financial Services Customer Adviser Apprenticeship, delivered remotely by Davies Learning Solutions.
Requirements
Essential qualifications
GCSE in:
- English (grade 4/C or above)
- Maths (grade 4/C or above)
- Minimum of 5 subjects including Maths/English (grade 4/C or above)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Creative
- Initiative
- Non judgemental
- Patience
Other requirements
Knowledge, Skills and Attributes
Be able to communicate effectively, both written and verbal. This may include writing to customers such as within post call letters.
Be able to problem solve, use your own initiative and judgement
Demonstrate attributes of honesty, integrity, due skill, care and diligence
Possess good IT skills to use General Microsoft Office programmes and specific NFU Mutual systems such as iFaces, iAchieve, CRM and Bridge.
Sales and Customer service skills connecting basic knowledge of General Insurance products
Be engaging and accepting of an all inclusive environment and willing to support and coach others where required
About this employer
Financial Services Business
https://www.nfumutual.co.uk/agent-offices/yorkshire-coast (opens in new tab)
Company benefits
Private medical plan
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Our business has a wide range of roles/skills so we would look to ensure the individual is well suited to the role.
Ask a question
The contact for this apprenticeship is:
DAVIES LEARNING SOLUTIONS LIMITED
The reference code for this apprenticeship is VAC2000057963.
Apply now
Closes in 23 days (Wednesday 4 November 2026 at 11:59pm)