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

Financial Services Assessor Trainer - Mortgage and Financial Advice

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

  • Tasks: Coach and assess apprentices in Financial Services and Mortgage Advice.
  • Company: Dynamic recruitment firm specialising in Skills and Employability sectors.
  • Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
  • Why this job: Make a real difference by shaping the future of aspiring financial professionals.
  • Qualifications: Experience in Mortgage Advice and a recognised Assessor award required.
  • Other info: Flexible travel and a supportive environment for career development.

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

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 and Financial Advice employer: KM Education Recruitment Ltd

KM Recruitment is an exceptional employer, offering a dynamic hybrid working environment that promotes flexibility and work-life balance. With a strong focus on employee development, you will have the opportunity to enhance your skills in financial services while making a meaningful impact on learners' lives through coaching and assessment. Join a supportive team that values your expertise and encourages professional growth in the thriving field of mortgage and financial advice.
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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

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching common questions for Financial Services Assessor Trainer roles. Practice your answers, focusing on your experience with mortgage advice and training. Confidence is key, so get comfortable talking about your skills!

✨Tip Number 3

Showcase your adaptability! Since this role involves both remote and face-to-face delivery, be ready to discuss how you've successfully managed different learning environments in the past. Highlight any tech skills that make you a whiz at online training.

✨Tip Number 4

Don't forget to apply through our website! We love seeing applications directly from candidates who are eager to join us. Plus, it gives you a better chance of standing out in the crowd. Good luck!

We think you need these skills to ace Financial Services Assessor Trainer - Mortgage and Financial 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
Communication Skills
Coaching Skills
Documentation Management
Flexibility with Travel
Problem-Solving Skills

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 IT skills and experience in delivering training. Mention any specific tools or platforms you’ve used, as well as your ability to adapt your teaching style to meet learners' needs. This will help us see how you can contribute to our team.

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 communication, so get to the point while still showing your personality!

Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s the easiest way for us to manage applications and ensures you’re considered for the role. Don’t miss out on this opportunity!

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 too.

✨Showcase Your Teaching Skills

Since this role involves assessing and coaching apprentices, be prepared to share examples of how you've delivered training in the past. Think about specific situations where you adapted your teaching style to meet learners' needs, especially in Maths and English Functional Skills.

✨Be Organised

Demonstrate your ability to manage your time effectively. Discuss how you would organise and maintain documentation on learners' progress and ensure timely reviews. Mention any tools or systems you’ve used to keep track of your schedule and learner outcomes.

✨Flexibility is Key

Since the role requires travel and a hybrid working model, highlight your flexibility. Share any experiences where you successfully managed remote and face-to-face training sessions, and how you adapted to different learning environments.

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

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