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- Tasks: Deliver engaging training for financial services apprentices, both face-to-face and online.
- Company: Join a dynamic organisation dedicated to shaping the future of financial services.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Other info: Enjoy a supportive environment with a focus on learner success and development.
- Why this job: Make a real difference by empowering the next generation of financial professionals.
- Qualifications: Experience in financial services training and strong communication skills required.
The predicted salary is between 30000 - 40000 ÂŁ per year.
We are looking to recruit a Financial Services Apprenticeship Trainer to deliver high‑quality teaching, learning and assessment for the Level 3 Financial Services Administrator (FSA) apprenticeship, providing both face‑to‑face and remote training. Manage a caseload of financial‑services learners and employers, ensuring timely achievement, regulatory compliance and progression. Support the organisation’s quality, audit and performance objectives. The role requires deep understanding of financial services administration, including regulatory frameworks, financial products, systems and processes, customer service excellence, and accurate data and record management as required by the apprenticeship standard.
Key Responsibilities
- Teaching, Learning & Assessment
- Deliver engaging sessions covering all elements of the FSA standard, including:
- Financial services market structure
- Regulatory frameworks, ethics and principles of advice
- Financial products and their purpose
- Systems, processes and record‑keeping
- Customer service and communication expectations
- Deliver training 1‑to‑1, in groups, face‑to‑face and remotely, using varied delivery methods to suit learner needs.
- Develop personalised learning plans aligned to individual job roles (e.g., insurance admin, client services, operations support).
- Create schemes of learning, lesson plans and learning resources that meet awarding‑body and standard requirements.
- Set, assess and provide feedback on learner work, ensuring competence development across data processing, documentation, customer communications and compliance tasks.
- Ensure timely marking of learner work (weekly).
- Conduct regular progress reviews with apprentices and employers.
- Track, record and report on learner progress, predicted achievement and success rates.
- Complete monthly caseload reports and attend relevant meetings.
- Support the achievement of KPIs, including retention, timely completion and quality standards.
- Use initial assessment outcomes to inform delivery and support needs.
- Act on feedback from teaching observations, employers, learners and peers.
- Participate in internal quality assurance (IQA) activities and maintain high‑quality programme paperwork.
- Liaise with employers to ensure training aligns with workplace systems, processes and regulatory expectations.
- Provide regular progress updates to employers and gather feedback to enhance the learning experience.
- Support the development of training programmes that meet employer requirements and add value.
- Ensure all documentation meets internal and external audit requirements within timescales.
- Contribute to external audits from awarding organisations and funders.
- Maintain current knowledge of Ofsted, awarding‑body and industry expectations.
- Promote Safeguarding, Prevent, British Values, and Maths & English throughout delivery.
- Monitor and promote equality, diversity and inclusion.
- Demonstrate and promote the company values and team charter behaviours.
- Deliver additional sessions or 1‑to‑1 support to maximise learner success.
- Contribute to the delivery of core skills and commercial training when required.
- Provide impartial advice and guidance to support learner progression.
- Maintain up‑to‑date knowledge of all apprenticeship and commercial training programmes.
- Provide exceptional customer service to learners and stakeholders.
- Work independently, managing workload and travel requirements effectively.
Experience & Skills Required
- Experience delivering apprenticeships, vocational qualifications or workplace training in financial services (insurance, banking, investments admin, mortgage admin, adviser support, client services, operations, etc.).
- Strong knowledge of FCA regulatory frameworks, treating customers fairly (TCF) and financial‑services operational processes.
- Excellent communication skills (written and verbal).
- Highly organised with strong administrative and IT skills.
- Confident using online learning systems, assessment platforms and e‑portfolio tools.
- Ability to differentiate teaching methods to suit different learning styles and abilities.
- Ability to work independently, meet targets and adapt to business needs.
- Motivational and supportive approach with a commitment to learner success.
- Full UK driving licence and access to a vehicle (business insurance required).
- Willingness to travel and work flexibly.
If you’re ready to take the next step and use your experience to shape futures, we’d love to hear from you.
Financial Services Apprenticeship Trainer employer: We Are Zenith
Contact Detail:
We Are Zenith Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Apprenticeship Trainer
✨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 be able to refer you to a hiring manager.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your experience aligns with their mission, especially in areas like customer service excellence and regulatory compliance.
✨Tip Number 3
Practice your teaching delivery! Since the role involves training, consider doing mock sessions with friends or family. This will help you refine your communication skills and boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Services Apprenticeship Trainer
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial services and teaching. We want to see how your skills align with the role of a Financial Services Apprenticeship Trainer, so don’t hold back!
Showcase Your Teaching Style: In your application, give us a glimpse of your teaching methods. Whether you prefer face-to-face or remote training, let us know how you engage learners and adapt to their needs. We love creativity!
Highlight Compliance Knowledge: Since this role involves regulatory frameworks and compliance, make sure to mention any relevant experience you have. Show us that you’re up-to-date with FCA regulations and can maintain high standards in your teaching.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us. Let’s get started on shaping futures together!
How to prepare for a job interview at We Are Zenith
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services administration, including regulatory frameworks and financial products. Being able to discuss these topics confidently will show that you're well-prepared and understand the role.
✨Engage with Examples
Prepare specific examples from your past experience where you've successfully delivered training or supported learners. This will help demonstrate your ability to manage a caseload and ensure timely achievement, which is crucial for this role.
✨Showcase Your Communication Skills
Since excellent communication is key in this position, practice articulating your thoughts clearly and concisely. You might even want to conduct a mock interview with a friend to refine your delivery and ensure you come across as confident and engaging.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their approach to learner engagement or how they measure success in their apprenticeship programmes. This shows that you’re genuinely interested in contributing to their goals.