Financial Services Apprenticeship Trainer

Zenith are looking to recruit a Financial Services Apprenticeship Trainer to deliver high‑quality teaching, learning and assessment for the Level 3 Financial Services Administrator (FSA) apprenticeship, providing both face‑to‑face and remote training. Manage a caseload of financial‑services learners and employers, ensuring timely achievement, regulatory compliance and progression. Support the organisation's quality, audit and performance objectives.

• Deliver engaging sessions covering all elements of the FSA standard, including:
• Financial services market structure
• Regulatory frameworks, ethics and principles of advice
• Financial products and their purpose
• Systems, processes and record‑keeping
• Customer service and communication expectations
• Deliver training 1‑to‑1, in groups, face‑to‑face and remotely, using varied delivery methods to suit learner needs.
• Develop personalised learning plans aligned to individual job roles (e.g., insurance admin, client services, operations support).
• Create schemes of learning, lesson plans and learning resources that meet awarding‑body and standard requirements.
• Set, assess and provide feedback on learner work, ensuring competence development across data processing, documentation, customer communications and compliance tasks.
• Ensure timely marking of learner work (weekly).

• Conduct regular progress reviews with apprentices and employers.
• Track, record and report on learner progress, predicted achievement and success rates.
• Complete monthly caseload reports and attend relevant meetings.
• Support the achievement of KPIs, including retention, timely completion and quality standards.
• Use initial assessment outcomes to inform delivery and support needs.
• Act on feedback from teaching observations, employers, learners and peers.
• Participate in internal quality assurance (IQA) activities and maintain high‑quality programme paperwork.

• Liaise with employers to ensure training aligns with workplace systems, processes and regulatory expectations.
• Provide regular progress updates to employers and gather feedback to enhance the learning experience.
• Support the development of training programmes that meet employer requirements and add value.

• Ensure all documentation meets internal and external audit requirements within timescales.
• Contribute to external audits from awarding organisations and funders.
• Maintain current knowledge of Ofsted, awarding‑body and industry expectations.
• Promote Safeguarding, Prevent, British Values, and Maths & English throughout delivery.
• Monitor and promote equality, diversity and inclusion.
• Demonstrate and promote the company values and team charter behaviours.

• Deliver additional sessions or 1‑to‑1 support to maximise learner success.
• Contribute to the delivery of core skills and commercial training when required.
• Provide impartial advice and guidance to support learner progression.
• Maintain up‑to‑date knowledge of all apprenticeship and commercial training programmes.
• Provide exceptional customer service to learners and stakeholders.
• Work independently, managing workload and travel requirements effectively.

• Experience delivering apprenticeships, vocational qualifications or workplace training in financial services (insurance, banking, investments admin, mortgage admin, adviser support, client services, operations, etc.).
• Strong knowledge of FCA regulatory frameworks, treating customers fairly (TCF) and financial‑services operational processes.
• Excellent communication skills (written and verbal).
• Highly organised with strong administrative and IT skills.
• Confident using online learning systems, assessment platforms and e‑portfolio tools.
• Ability to differentiate teaching methods to suit different learning styles and abilities.
• Ability to work independently, meet targets and adapt to business needs.
• Motivational and supportive approach with a commitment to learner success.
• Full UK driving licence and access to a vehicle (business insurance required).
• Willingness to travel and work flexibly.