Financial Services Coach

Key Responsibilities

• Conduct initial skills assessments ("skills radar" calls) to identify each apprentice’s starting point and tailor their learning journey accordingly.
• Deliver engaging induction presentations and manage all associated onboarding administration.
• Facilitate monthly progress meetings with apprentices, both in the workplace and remotely, to monitor development and provide ongoing support.
• Lead group training sessions in alignment with the organisation’s curriculum intent and Ofsted requirements.
• Respond promptly to apprentices’ remote queries and provide guidance as needed.
• Track and assess apprentice progress against agreed objectives and key milestones throughout the programme.
• Contribute to business improvement through bespoke projects that enhance delivery and learner experience.
• Maintain accurate and timely documentation to evidence learner progress, including tracking off-the-job training activities.
• Contextualise learning outcomes to reflect the apprentice’s specific role and working environment.
• Guide apprentices in linking their work-based experiences to the knowledge, skills, and behaviours outlined in the apprenticeship standard.
• Set meaningful activities that support the development of competencies aligned with the apprenticeship framework.
• Coach apprentices on selecting and presenting appropriate evidence for their portfolio in preparation for End Point Assessment (EPA).
• Support apprentices in working towards and achieving their professional qualifications.
• Escalate concerns regarding apprentice progress or employer engagement to your line manager in a timely and constructive manner.
• Collaborate with apprentices and their line managers to ensure timely achievement of programme goals and planned end dates.
• Provide coaching and preparation support for apprentices approaching their End Point Assessment.
• Participate in development and standardisation meetings as required to maintain consistency and quality across delivery

Skills, Knowledge & Expertise

• Someone who has experience in a similar role (Coaching, Training, etc)
• Diploma or Advanced Diploma in Insurance (CII)
• Apprenticeship experience, highly advantageous
• Experience of working within a regulatory environment (Ofsted/ESFA)
• Several years occupational experience in the Insurance sector
• Functional skills in maths and English at a minimum of Level 2
• Self-motivated, focused, and enthusiastic with the ability to work using own initiative
• A passion for working with and supporting learners to achieve their goals
• Excellent written, verbal and presentational skills
• Excellent administrative, organisational and IT skills and abilities
• Commitment to own continuous professional development
• Full, clean UK driving license

*Desirable:*

• Assessor qualified
• Hold a teaching qualification
• Understanding EPA requirements and processes