Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial services coach

The Home
Service
Posted: 6h ago
Offer description

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. Key Responsibilities 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. Skills, Knowledge & Expertise 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

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Client manager
Shrewsbury
Addington Ball Recruitment Ltd
Client manager
£50,000 a year
Similar job
Customer service advisor
Newtown (Powys)
West Bromwich Building Society
Customer service advisor
£16,000 a year
Similar job
Customer service advisor
Shrewsbury
Morson Edge
Customer service advisor
£14.73 an hour
See more jobs
Similar jobs
Service jobs in The Home
jobs The Home
jobs Shropshire
jobs England
Home > Jobs > Service jobs > Service jobs > Service jobs in The Home > Financial Services Coach

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save