Finance Coach

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

Job summary

A learning organization in the UK is seeking a mentor to guide apprentices in the insurance and banking sectors. This role involves delivering coaching, supporting learners with understanding industry standards, and ensuring their professional development. Candidates should possess industry-recognized qualifications and teaching credentials, as well as experience in coaching or supporting learners. The ideal applicant is organized, empathetic, and passionate about education and excellence.

Qualifications

• Industry-recognised qualification in insurance, banking, or financial services.
• Teaching or assessing qualification required.
• Professional experience in relevant roles is necessary.
• Experience supporting learners in educational settings is preferred.

Responsibilities

• Deliver structured coaching and mentoring to apprentices.
• Support learners in understanding regulations and products.
• Monitor progress against apprenticeship standards.
• Provide feedback on portfolios and assignments.
• Collaborate with employers to meet learning objectives.

Skills

Coaching and mentoring

Communication skills

Understanding of industry regulations

Organisational skills

Education

Industry-recognised qualification in insurance or banking

Teaching or assessing qualification

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.