Finance Coach

MetaGedu Apprenticeships; Bristol; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading training provider is seeking a Mentor for apprentices in the insurance and banking sectors in Bristol. The successful candidate will deliver coaching and workshops that help learners develop essential professional skills and knowledge. Applicants must possess industry-recognised qualifications and teaching certifications, along with professional experience in relevant fields. Strong communication and mentoring abilities are essential, and the role is focused on ensuring apprentices achieve their learning objectives and progress in their careers.

Qualifications

• Industry‑recognised qualification in insurance, banking, or financial services required.
• Teaching or assessing qualification (A1 Assessor, CAVA, Level 3 Award in Education and Training) mandatory.
• Experience supporting learners or coaching in a workplace or educational setting preferred.

Responsibilities

• Deliver structured coaching and mentoring to apprentices in financial services.
• Support learners in understanding industry-specific regulations and customer service standards.
• Monitor progress against apprenticeship standards and provide feedback.

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

Strong communication and interpersonal skills

Deep understanding of insurance and banking operations

Ability to guide learners through structured development plans

Empathetic and motivational coaching style

Organised and detail-oriented

Comfortable using digital learning platforms

Education

Teaching or assessing qualification (e.g., A1 Assessor, CAVA)

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.