Financial Services Coach
MDD Forensic Accountants
full-time
Posted on:
Location Type: Remote
Location: United Kingdom
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About the role
- 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.
Requirements
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
assessor qualificationteaching qualificationfunctional skills in mathsfunctional skills in EnglishCII Diploma in InsuranceCII Advanced Diploma in InsuranceEnd Point Assessment (EPA) knowledgeapprenticeship framework competencieslearner progress trackingbusiness improvement projects
Soft Skills
self-motivatedfocusedenthusiasticinitiativepassion for supporting learnersexcellent written skillsexcellent verbal skillsexcellent presentational skillsexcellent administrative abilitiesexcellent organisational abilities
Certifications
assessor qualificationteaching qualificationCII Diploma in InsuranceCII Advanced Diploma in Insurance