Financial Services Insurance Coach

Application Deadline: 22 May 2025

Department: Consulting

Location: Home United Kingdom

Description You will be responsible for the development of a cohort of apprentices against quality & various KPIs. Provide support & guidance throughout the apprentice’s learner journey to ensure progression against key milestones including qualifications & competencies as defined by the standard. Build a relationship with the apprentice’s line manager (& other employer staff as required) to facilitate the apprentice’s development & time commitments & to review development & align with employer performance measures. Key Responsibilities

• Conduct skills radar calls with apprentices to understand their starting points
• Complete induction presentations & apprentice sign up administration
• Run monthly meetings with apprentices in the workplace & remotely
• Carry out group delivery sessions in line with the organisation’s curriculum plan and Ofsted requirements
• Respond to the apprentice’s remote queries &/or support requirements
• Measure & assess progress of the apprentice against the objectives & milestones of the agreed learner journey
• Undertake bespoke projects to enhance and assist the business
• Complete all required documentation to evidence learners work in line with quality requirements, including tracking learners off the job activities
• Contextualise the learning outcomes to the apprentice’s role & environment
• Advise the apprentice how work-based experience can relate to development against the knowledge, skills and behaviours of the apprenticeship standard
• Set activities to develop the apprentice’s competence against the defined apprenticeship standard and learning outcomes
• Advise and coach the apprentice on relevant evidence to support the creation of a portfolio of work in line the end point assessment requirements
• Support the apprentice in working towards their professional qualification
• Escalate concerns over apprentice progress or employer support, in a timely manner to your line manager
• Support the apprentice and their line manager to ensure the learner achieves by their planned end date
• Support & coach the apprentice in preparation for end point assessment
• Attend development / standardisation meetings as required by the business

Skills, Knowledge & ExpertiseEssential

• Experience in a similar role within the sector
• At least five years occupational experience in the Insurance sector
• 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
• Commitment to own continuous professional development
• Full, clean UK driving license

Desirable

• Understanding EPA requirements and processes
• Experience of working within Apprenticeships
• Experience of working within a regulatory environment (Ofsted/ESFA)
• Assessor qualified
• Hold a teaching qualification