Financial Services Coach

Davies; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm is seeking a Financial Services Coach to guide apprentices in their development journey. You will conduct skills assessments, deliver engaging training sessions, and track progress against tailored objectives. Successful candidates will have experience coaching in Insurance, possess relevant qualifications, and be passionate about supporting learner success. This full-time role offers a chance to contribute to meaningful outcomes in the apprentices' professional journeys.

Qualifications

• Experience as an Apprenticeship Coach within Insurance is essential.
• Understanding of EPA requirements and coaching methodologies is required.
• Strong communication skills, both written and verbal.

Responsibilities

• Guide apprentices through their learning journey and provide tailored support.
• Facilitate monthly progress meetings and track apprentice development.
• Prepare apprentices for their End Point Assessment.

Skills

Apprenticeship coaching experience

Strong presentation skills

Self-motivation

Education

CII Diploma or Advanced Diploma in Insurance

Functional skills in maths and English at Level 2

Tools

IT skills

Job description

Financial Services Coach

Department: Consulting

Employment Type: Permanent - Full Time

Location: Home United Kingdom

Reporting To: Zoe Harrison

Description

As a Financial Services Coach in Davies, 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. You will provide tailored support throughout each apprentice’s learning journey, helping them achieve critical milestones including qualifications and competencies outlined to the apprenticeship standard. Central to your role will be building strong relationships with line managers and other employer stakeholders to support the apprentice’s development, manage time commitments effectively, and ensure alignment with the employer’s performance expectations.

Key Responsibilities

• Conduct initial skills assessments and tailor individual learning journies accordingly
• Deliver engaging induction presentations and manage all associated onboarding administration
• Facilitate monthly progress meetings with apprentices, both in the workplace and remotely
• 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
• Contribute to business improvement efforts 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

• Previous experience as an Apprenticeship Coach (or similar) within Insurance is essential
• CII Diploma or Advanced Diploma in Insurance
• Functional skills in maths and English at a minimum of Level 2
• Exposure to working in or with regulated environment (Ofsted/ESFA), hugely beneficial
• Assessor / Teaching qualified, favourable
• Understanding of EPA requirements and processes
• A passion for working with and supporting learners to achieve their goals
• Self motivated with ability to encourage and influence others
• Strong written, verbal and presentation skills
• Confident IT and general administration skills.