Financial Services Assessor Trainer (Mortgage Advice)
Financial Services Assessor Trainer (Mortgage Advice)

Financial Services Assessor Trainer (Mortgage Advice)

Full-Time 31000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assess and coach apprentices in Financial Services and Mortgage Advice.
  • Company: KM Recruitment, a specialist recruiter in Skills and Employability.
  • Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
  • Why this job: Make a difference by training the next generation of financial advisors.
  • Qualifications: Experience in Mortgage Advice and a Level 3 qualification preferred.
  • Other info: Flexible travel required; dynamic role with a focus on learner success.

The predicted salary is between 31000 - 35000 £ per year.

KM Recruitment is a specialist UK wide recruiter for the Skills and Employability sectors.

Location: Hybrid Role (Home / field based) – Must be flexible with travel

Salary: £31,000 – £35,000

Type: Full-time, Permanent

Overview: As a result of continued growth, our client is looking to recruit an Apprenticeship Assessor, specialising in the delivery of their Mortgage, Financial Services and Business qualifications.

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 barriers to learning and adapt delivery to meet learner’s needs.
  • Work to learner review and completion timescales.

Essential Criteria:

  • Must have solid occupational experience within Mortgage Advice.
  • Ideally hold a Level 3 Financial Services qualification (or equivalent) e.g., CeMAP; CertRDB or equivalent.
  • Hold a recognised Assessor award, or Level 3 Teaching qualification.
  • Experience of delivering internal workplace training to colleagues is highly desirable.
  • Confident to deliver Maths and English Functional Skills to learners.
  • Excellent IT skills and confident with the use of IT and online systems.
  • Full, clean driving licence, and use of a vehicle (Must be flexible with travel, as and when required).

Please note: KM Recruitment receive a high number of applications for each role advertised and although we would like to we are not always able to deliver feedback to unsuccessful candidates. If you have not been contacted within 4 days then unfortunately your application has been unsuccessful. Thank you for your interest and keep an eye on our website for future opportunities.

Financial Services Assessor Trainer (Mortgage Advice) employer: KM Education Recruitment Ltd

At KM Recruitment, we pride ourselves on being an exceptional employer, offering a supportive and dynamic work culture that fosters professional growth and development. As a Financial Services Assessor Trainer, you will benefit from a hybrid working model that promotes flexibility, alongside competitive salary packages and opportunities to make a meaningful impact in the lives of learners pursuing their qualifications in Mortgage Advice and Financial Services.
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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 Advice)

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience in mortgage advice aligns with their mission. We want you to shine!

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your experience in delivering training and supporting learners effectively.

✨Tip Number 4

Don't forget to check our website regularly for new job postings. Applying directly through us can give you an edge, as we’re always keen to connect with passionate candidates like you!

We think you need these skills to ace Financial Services Assessor Trainer (Mortgage Advice)

Occupational Experience in Mortgage Advice
Level 3 Financial Services Qualification (e.g., CeMAP, CertRDB)
Recognised Assessor Award
Level 3 Teaching Qualification
Experience in Delivering Workplace Training
Functional Skills Delivery (Maths and English)
Excellent IT Skills
Diary Management
Adaptability in Delivery
Coaching Skills
Documentation Management
Communication Skills
Flexibility with Travel

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Financial Services Assessor Trainer role. Highlight your experience in mortgage advice and any relevant qualifications, like CeMAP or teaching awards. We want to see how your background fits with what we’re looking for!

Showcase Your Skills: Don’t forget to showcase your skills in delivering training and coaching. Mention any experience you have with Functional Skills Maths and English, as this is key for the role. We love seeing candidates who can adapt their delivery to meet learners' needs!

Be Clear and Concise: When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate straightforward applications that get straight to the point!

Apply Through Our Website: Finally, make sure to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you can check out other opportunities while you’re there!

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

✨Know Your Stuff

Make sure you brush up on your knowledge of mortgage advice and financial services. Be ready to discuss your own experiences in the field, as well as any relevant qualifications like CeMAP or CertRDB. This will show that you’re not just familiar with the theory but have practical insights to share.

✨Showcase Your Teaching Skills

Since the role involves assessing and coaching apprentices, be prepared to demonstrate your teaching style. Think about how you would deliver a lesson or support a learner struggling with Functional Skills. Maybe even prepare a mini-presentation to showcase your approach!

✨Be Organised

The job requires managing your diary efficiently, so come to the interview with examples of how you’ve successfully managed multiple tasks or projects in the past. Highlight your time management skills and how you ensure timely reviews and documentation are maintained.

✨Flexibility is Key

As this role involves travel, be ready to discuss your flexibility and willingness to adapt. Share any previous experiences where you had to adjust your schedule or approach to meet learners' needs, showing that you can overcome barriers to learning effectively.

Financial Services Assessor Trainer (Mortgage Advice)
KM Education Recruitment Ltd
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