Financial Services Coach - Remote Position

About the Role

As a Financial Services Coach remote, you will play a pivotal role in guiding and developing a cohort of apprentices, ensuring their progress aligns with quality standards and key performance indicators. Your expertise will help apprentices achieve critical milestones, including qualifications and competencies outlined in the apprenticeship standard.

What You'll Do

• Conduct initial skills assessments (“skills radar” calls) to tailor each apprentice’s learning journey.
• 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 documentation to evidence learner progress, including tracking off-the-job training activities.

Requirements

• Several years of experience in a similar role within the Financial Services/Insurance sector.
• Experience working within Apprenticeships and a regulatory environment (Ofsted/ESFA).
• Assessor qualification is beneficial.
• Teaching qualification may be advantageous depending on the rest of your experience.
• Functional skills in maths and English at a minimum of Level 2.
• CII Diploma or Advanced Diploma in Insurance.
• Self-motivated, focused, and enthusiastic with the ability to work using your own initiative.
• Excellent written, verbal, and presentational skills.

Nice to Have

• Good IT skills, including all Microsoft Office packages.
• Understanding of EPA requirements and processes.
• Commitment to continuous professional development.
• Full, clean UK driving license.

What We Offer

• Competitive salary of £60,000 - £80,000 per year.
• Flexible remote working environment.
• Opportunities for professional development and growth.
• Supportive team culture focused on collaboration and success.
• Engagement with leading insurance and regulated businesses.