Finance Coach

MetaGedu Apprenticeships; Birmingham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading apprenticeship provider in Birmingham seeks a dedicated mentor to guide and coach apprentices in insurance and banking sectors. The role involves delivering structured coaching, supporting learners in understanding regulations, and monitoring their progress. Ideal candidates should have recognized qualifications in the industry and a passion for teaching. This position demands strong communication skills and a commitment to learner success while fostering a diverse learning environment.

Qualifications

• Industry‑recognised qualification such as CII, LIBF, CeMAP.
• Teaching or assessing qualification like A1 Assessor, CAVA.
• Experience in relevant roles, ideally in a coaching or educational setting.

Responsibilities

• Deliver coaching and mentoring to apprentices.
• Support understanding of industry regulations and standards.
• Monitor and record learner progress against apprenticeship standards.

Skills

Industry‑recognised qualification in insurance, banking, or financial services

Teaching or assessing qualification

Professional experience in insurance, banking, or financial services roles

Experience supporting learners or coaching

Job description

ROLE PURPOSE :

To guide, mentor, and deliver teaching and workshops to apprentices working in the insurance and banking sectors, helping them develop the technical knowledge, regulatory understanding, and professional behaviours required to succeed in their roles and complete their apprenticeship programmes.

ROLE AND RESPONSIBILITIES :

• Deliver structured coaching and mentoring to apprentices in insurance, banking, and financial services roles.
• Support learners in understanding industry-specific regulations, products, customer service standards, and compliance requirements.
• Monitor progress against apprenticeship standards (e.g., Level 3 Insurance Practitioner, Level 3 Senior Financial Services Customer Adviser).
• Provide constructive feedback on portfolios, assignments, and workshop attendance.
• Collaborate with employers to ensure apprentices gain relevant experience and meet learning objectives.
• Conduct and maintain accurate learner records.
• Encourage reflective practice and continuous professional development.
• Identify and address learning barriers, and tailor support where required.

SKILLS AND EXPERIENCE :

ESSENTIAL :

• Industry‑recognised qualification in insurance, banking, or financial services (e.g., CII, LIBF, CeMAP).
• Teaching or assessing qualification (e.g., A1 Assessor, CAVA, Level 3 Award in Education and Training).
• Professional experience in insurance, banking, or financial services roles.
• Experience supporting learners or coaching in a workplace or educational setting (preferred).

DESIRABLE :

• Strong communication and interpersonal skills.
• Deep understanding of insurance and banking operations, products, and regulations.
• Ability to guide learners through structured development plans and apprenticeship standards.
• Empathetic and motivational coaching style.
• Organised and detail‑oriented with strong record‑keeping skills.
• Comfortable using digital learning platforms and tools.

OTHER INFORMATION :

• Committed to learner success and professional growth.
• Inclusive and respectful of diverse backgrounds and learning styles.
• Passionate about education and industry excellence.
• Ethical, professional, and learner‑focused in all interactions.