Financial Services Assessor Trainer - Mortgage and Financial Advice Apply now
Financial Services Assessor Trainer - Mortgage and Financial Advice

Financial Services Assessor Trainer - Mortgage and Financial Advice

Birmingham Full-Time 27000 - 35000 £ / year (est.)
Apply now
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At a Glance

  • Tasks: Train and assess apprentices in Financial Services and Mortgage Advice.
  • Company: KM Recruitment specializes in Skills and Employability sectors across the UK.
  • Benefits: Enjoy a hybrid work model with flexible travel and competitive salary.
  • Why this job: Make a real impact by helping others grow in their financial careers.
  • Qualifications: Passion for teaching and experience in Financial Services required.
  • Other info: This is a full-time, permanent role with opportunities for personal growth.

The predicted salary is between 27000 - 35000 £ per year.

KM Recruitment is a specialist UK wide recruiter for the Skills and Employability sectors Job Title:  Financial Services Assessor Trainer – Mortgage and Financial Advice Location:  Hybrid Role (Home / field based). Must be flexible with travel Salary:  Â£27,000 – £35,000 Depending on qualifications and experience, Type:  Full-time, PermanentAs a result of continued growth, our client is looking to recruit a Trainee, or Qualified Financial Services Assessor Trainer, to join their growing delivery team.This is an exciting opportunity for someone who is passionate about the development and progression of others, and keen to transfer their Mortgage / Financial Services knowledge into a new and diverse opportunity. Duties: Assess and coach Apprentices who are undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3 and Mortgage Advisor Level 3. Deliver full training and support learners through their Functional Skills Maths and English to Level 2. Record professional discussions on specific units / topics based on knowledge, independent research and reflective accounts. Delivering both remotely and face to face Managing your diary efficiently to ensure timely reviews are conducted. Organise and maintain documentation on learners’ progress. Overcome b…

Financial Services Assessor Trainer - Mortgage and Financial Advice employer: KM Education Recruitment Ltd

At KM Recruitment, we pride ourselves on being an exceptional employer that values the growth and development of our team members. With a hybrid working model, you will enjoy the flexibility of home and field-based work while receiving competitive salaries and comprehensive training opportunities. Join us to make a meaningful impact in the Financial Services sector, where your passion for coaching and mentoring will be supported by a collaborative and dynamic work culture.
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Contact Detail:

KM Education Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Services Assessor Trainer - Mortgage and Financial Advice

✨Tip Number 1

Familiarize yourself with the latest trends and regulations in the mortgage and financial services sector. This knowledge will not only help you during interviews but also demonstrate your commitment to the field.

✨Tip Number 2

Network with professionals in the financial services industry. Attend relevant workshops, webinars, or local meetups to connect with potential colleagues and gain insights into the role of a Financial Services Assessor Trainer.

✨Tip Number 3

Prepare to discuss your coaching and mentoring experiences. Think of specific examples where you've helped others develop their skills, as this is crucial for the role of an Assessor Trainer.

✨Tip Number 4

Be ready to showcase your organizational skills. Since managing your diary and maintaining documentation on learners' progress is key, have examples ready that highlight your ability to stay organized and efficient.

We think you need these skills to ace Financial Services Assessor Trainer - Mortgage and Financial Advice

Financial Services Knowledge
Mortgage Advisory Skills
Coaching and Mentoring
Assessment Skills
Functional Skills Teaching (Maths and English)
Communication Skills
Organizational Skills
Time Management
Adaptability to Hybrid Learning Environments
Record Keeping and Documentation
Interpersonal Skills
Problem-Solving Skills
Knowledge of Apprenticeship Standards
Reflective Practice

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Financial Services Assessor Trainer position. Understand the key responsibilities and required qualifications, so you can tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasize any experience you have in financial services, training, or coaching. Use specific examples that demonstrate your ability to assess and support learners effectively.

Show Passion for Development: Express your enthusiasm for helping others develop their skills. Share any relevant experiences where you have successfully coached or mentored individuals in a professional setting.

Proofread Your Application: Before submitting your application, carefully proofread your documents. Check for spelling and grammatical errors, and ensure that your writing is clear and professional.

How to prepare for a job interview at KM Education Recruitment Ltd

✨Show Your Passion for Development

Make sure to express your enthusiasm for helping others grow and develop in their careers. Share specific examples of how you've supported learners in the past, whether through coaching or mentoring.

✨Demonstrate Your Financial Knowledge

Be prepared to discuss your experience in the financial services sector, particularly in mortgages and financial advice. Highlight any relevant qualifications or training that showcase your expertise.

✨Highlight Your Coaching Skills

Since the role involves assessing and coaching apprentices, be ready to talk about your coaching style. Provide examples of how you've successfully guided individuals through their learning journeys.

✨Prepare for Remote and Face-to-Face Scenarios

Given the hybrid nature of the role, think about how you would adapt your training methods for both remote and in-person settings. Discuss any tools or techniques you use to engage learners effectively in both environments.

Financial Services Assessor Trainer - Mortgage and Financial Advice
KM Education Recruitment Ltd Apply now
K
  • Financial Services Assessor Trainer - Mortgage and Financial Advice

    Birmingham
    Full-Time
    27000 - 35000 £ / year (est.)
    Apply now

    Application deadline: 2026-12-11

  • K

    KM Education Recruitment Ltd

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