AOB Recruitment

Training and Development Coach/Assessor - Financial Services

UK wide
Posted 1 day ago
Listed via AOB Recruitment

Training and Development Coach/Assessor - Financial Services at AOB Recruitment, across the UK, paying £32,000 - £38,000 per annum. This is a apprenticeship role.

Pay: £32,000 - £38,000 per annum
Hours and contract: Apprenticeship · On site
Location: UK wide
Closing date: 1 Dec 2026
Sector: Finance & Accounting

39% below the typical rate for finance & accounting

Reference 615900752517537720

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About the role

Title: Training and Development Coach- Financial Services
Salary: Dependent on experience (£32,000 - £38,000)
Contract Type: Full Time or Part-time, Permanent
Hours: 37.5 hours/week
Location: Home Based with field travel as required

Job Overview

Working with a caseload of apprenticeship candidates completing a variety of qualifications, you will strive to inspire, support, and mentor individuals to achieve their occupational standard and get to gateway in a timely manner. As well as supporting the apprentice through to the end point assessment period. You will be expected to support our existing portfolio of apprenticeships, including, Mortgage Advisor, Financial Services Advisor, Senior Financial Services Advisor plus other apprenticeships in finances, recruitment, coaching, learning and development and marketing.

Key Responsibilties

Onboard apprentices, completing mandatory paperwork and internal quality documents as appropriate
Implement the delivery plan, maintaining a high standard of teaching and support
Guide and support apprentices to ensure the submission of timely, high-quality work assessment
Provide developmental feedback to apprentices on possible improvements
Ensure learning sessions are planned and delivered to help develop the English and mathematical skills of apprentices and embed their understanding of British values.
Be a key point of contact for both the employer and the apprentice, and maintain and develop positive relationships with employers to encourage and facilitate further partnership as appropriate
Support and guide the apprentice for the end point assessment criteria
Ensure employers and apprentices have an accurate view of the programme and its delivery arrangements, and that apprentices are appropriately safeguarded
Monitor apprentice’s progress at work, identifying skills gaps and facilitating development opportunities
Conduct regular reviews with apprentices and their line managers both in person, in the workplace and on-line or by telephone, building productive relationships with both apprentice and employer and identifying any emerging issues at an early stage
Facilitate progression and achievement of allocated apprentices/cohorts by:
- Setting SMART targets and action plans
- Carrying out quarterly reviews for each candidate
- Monitoring implementation of the learner commitment statement including the employer’s commitment to providing time for off-the-job activity
- Liaising with the line-manager and others in the employing organisation to support the implementation of knowledge in the workplace and development of skills and behaviours
- Recording progress and achievement
Provide individualised guidance enabling candidates to build a showcase portfolio of knowledge, skills, and behaviours and help prepare apprentices for gateway and end-point assessment
Identify apprentices at risk of not progressing and/or achieving and work with the employer and colleagues to implement remedial actions
Proactively manage a caseload of apprentices providing an effective response to queries from employers and apprentices to ensure excellent levels of satisfaction, in line with strategic KPIs
Use data to benchmark progress and achievement of both apprentices and cohorts of apprentices and identify and act on trends as appropriate
Work with other Training and Development Coaches to share best practice and contribute to the continuous improvements of the apprenticeship portfolio
Work with the Head of Business Development, as required, to provide product information, performance metrics and to ensure a seamless onboarding experience is offered to apprentices.
Attend organisational / team meetings and training sessions as required
Use knowledge of the subject matter to support the Head of Business Development in creating sales-driven marketing packages
Be an ambassador for the WBL team both internally and externally
Maintain a good level of knowledge of current industry practice

Criteria	Essential	Desirable	Assessed by
Qualifications/Attainments
GCSEs at grade A*-C (new grades 4-9) in English and maths, or equivalent Level 2 qualifications	X		CV or application
Teaching qualification at Level 3 (i.e., AET/PTLLS) or higher	X		CV or application
Assessor (CAVA) and/or IQA awards	X		CV or application
Full UK Driving Licence and access to own vehicle	X		CV or application
Qualifications in the apprenticeship subject being delivered	X		CV or application
Experience and Knowledge
Previous experience of delivering engaging and meaningful learning activities and training workshops	X		CV, application, and interview
Experience of delivering Functional Skills in maths and English up to Level 2	X		CV, application, and interview
Experience of creating resources and curriculum development for delivery		X	CV, application, and interview
Knowledge of Ofsted regulatory framework and quality and compliance measures	X		CV, application, and interview
Working knowledge of use and management of e-learning platforms, such as OneFile		X	CV, application, and interview

Reference: 615900752517537720 · Posted 1 day ago · Closes 1 Dec 2026 · Listed via AOB Recruitment

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Pay £32,000 - £38,000 per annum

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