Financial Services Coach

Financial Services Coach

Department: Consulting

Employment Type: Permanent - Full Time

Location: Home United Kingdom

Reporting To: Zoe Harrison

As a Financial Services Coach
, 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.

• Conduct initial skills assessments ("skills radar" calls) to identify each apprentice’s starting point and tailor their learning journey accordingly.
• Deliver engaging induction presentations and manage all associated onboarding administration.
• Facilitate monthly progress meetings with apprentices, both in the workplace and remotely, to monitor development and provide ongoing support.
• 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 throughout the programme.
• Contribute to business improvement through bespoke projects 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.

• Several years experience in a similar role within the Financial Services/Insurance sector
• Experience of working within Apprenticeships
• Experience of working within a regulatory environment (Ofsted/ESFA)
• Assessor qualified is beneficial
• Teaching qualification may be advantageous depending on rest of experience
• Functional skills in maths and English at a minimum of Level 2
• CII Diploma or Advanced Diploma in Insurance
• Self-motivated, focused, and enthusiastic with the ability to work using own initiative
• A passion for working with and supporting learners to achieve their goals
• Excellent written, verbal and presentational skills
• Excellent administrative and organisational abilities
• Good IT skills, including all Microsoft office packages
• Understanding EPA requirements and processes
• Commitment to own continuous professional development
• Full, clean UK driving license