Insurance Financial Services Coach
Insurance Financial Services Coach

Insurance Financial Services Coach

Full-Time 29000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Guide apprentices through their learning journey and help them achieve key milestones.
  • Company: Davies is a global professional services firm in the insurance sector, with over 4,000 employees.
  • Benefits: Enjoy remote work, premium wellness memberships, and discounts on various services.
  • Why this job: Make a real impact by supporting learners and fostering their professional growth in a diverse environment.
  • Qualifications: Experience in apprenticeships, teaching qualifications, and at least five years in the insurance sector required.
  • Other info: Join a company that values innovation and offers opportunities for personal development.

The predicted salary is between 29000 - 35000 £ per year.

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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.

Application Deadline: 22 August 2025

Department: Consulting

Location: Home United Kingdom

Compensation: £34,000 – £40,000 / year

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.

Working Hours

35 hours per week – Monday to Friday 9am-5pm

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 / standardization meetings as required by the business

Skills, Knowledge & Expertise

  • Experience in a similar role within the sector
  • Experience of working within Apprenticeships
  • Experience of working within a regulatory environment (Ofsted/ESFA)
  • Assessor qualified
  • Hold a teaching qualification
  • At least five years occupational experience in the Insurance sector
  • Functional skills in math\’s and English at a minimum of Level 2
  • CII Diploma or Advanced Diploma in Insurance

Skills and Abilities

  • 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

Job Benefits

Who are Davies Group?

A specialist professional services and technology firm working in partnership with leading insurance, highly regulated and global businesses, with a global team of more than 4,000 professionals operating across the UK, Ireland, the US, Canada & Bermuda.

Diversity & Inclusion

Davies are committed to being a diverse and inclusive workplace, we welcome candidates of all genders, gender identity and expression, neurodiversity, sexual orientation, disability, physical appearance, body size, race, age, nationality and belief (or lack thereof).

Rewards and Recognition

We embrace innovation and run an annual competition available for all colleagues to submit their ideas. 2021’s top 10 finalists will travel to Nashville in Tennessee, USA where they will pitch their ideas to our investors, HGGC. The winner will receive funding to bring their idea to life, as well as rewards for the runners up, some of our colleagues have moved across into brand new positions to further develop their ideas/projects!

Other benefits include:

  • Premium Headspace membership – teaching mindfulness, meditation and wellbeing, for more information click here.
  • Leadership, training & support for professional qualifications.
  • Development programmes & institute memberships.
  • Employee Assistance Programme.
  • A number of discounts – short term car insurance, the Guardian newspaper, National Tyre & Autocentre and more

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Finance and Sales

  • Industries

    Insurance

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Insurance Financial Services Coach employer: Davies

Davies Group is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee development and well-being. With a commitment to diversity and innovation, employees benefit from leadership training, professional qualifications, and unique opportunities to pitch their ideas for funding. Located in the UK, this role as an Insurance Financial Services Coach allows you to make a meaningful impact on apprentices' journeys while enjoying a range of perks including mindfulness resources and various discounts.
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Contact Detail:

Davies Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Insurance Financial Services Coach

✨Tip Number 1

Familiarise yourself with the specific KPIs and quality standards that are relevant to the role. Understanding these metrics will help you demonstrate your ability to support apprentices effectively during the interview.

✨Tip Number 2

Network with professionals in the insurance and apprenticeship sectors. Engaging with others in the field can provide valuable insights and potentially lead to referrals, which can significantly boost your chances of landing the job.

✨Tip Number 3

Prepare to discuss your experience with Ofsted and ESFA regulations. Being able to articulate your understanding of these regulatory frameworks will show that you are well-equipped to navigate the compliance aspects of the role.

✨Tip Number 4

Highlight your passion for coaching and supporting learners. Be ready to share specific examples of how you've helped others achieve their goals, as this will resonate well with the values of the company and the responsibilities of the role.

We think you need these skills to ace Insurance Financial Services Coach

Experience in Apprenticeships
Knowledge of Ofsted/ESFA regulations
Assessor qualification
Teaching qualification
Occupational experience in the Insurance sector (minimum five years)
Functional skills in Maths and English (Level 2 minimum)
CII Diploma or Advanced Diploma in Insurance
Excellent written, verbal, and presentational skills
Strong administrative and organisational abilities
Proficient IT skills, including Microsoft Office packages
Understanding of End Point Assessment (EPA) requirements and processes
Self-motivated and focused with the ability to work independently
Passion for supporting learners to achieve their goals
Ability to contextualise learning outcomes to the apprentice’s role
Coaching and mentoring skills
Commitment to continuous professional development
Full, clean UK driving licence

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in coaching, apprenticeships, and the insurance sector. Use specific examples that demonstrate your ability to support learners and meet KPIs.

Craft a Compelling Cover Letter: In your cover letter, express your passion for supporting apprentices and detail how your skills align with the responsibilities outlined in the job description. Mention your understanding of Ofsted requirements and your commitment to learner success.

Highlight Relevant Qualifications: Clearly list your qualifications, such as your teaching qualification and assessor status. Emphasise your experience in the insurance sector and any functional skills you possess that are relevant to the role.

Showcase Your Communication Skills: Since excellent written and verbal communication skills are essential for this role, ensure your application is well-structured and free of errors. Consider including examples of how you've effectively communicated with apprentices or stakeholders in the past.

How to prepare for a job interview at Davies

✨Understand the Apprenticeship Framework

Familiarise yourself with the apprenticeship standards and key performance indicators relevant to the role. Being able to discuss how you can support apprentices in their learning journey will show your commitment and understanding of the position.

✨Showcase Your Coaching Experience

Prepare examples from your past roles where you've successfully coached or mentored individuals. Highlight specific outcomes and how your guidance helped them achieve their goals, as this is crucial for the Insurance Financial Services Coach role.

✨Demonstrate Strong Communication Skills

Since the role involves regular interaction with apprentices and their line managers, practice articulating your thoughts clearly. Be ready to discuss how you would handle remote queries and support requirements effectively.

✨Prepare Questions for the Interviewers

Think of insightful questions to ask about the company's approach to apprenticeships and their expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Insurance Financial Services Coach
Davies
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  • Insurance Financial Services Coach

    Full-Time
    29000 - 35000 £ / year (est.)

    Application deadline: 2027-08-20

  • D

    Davies

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