Description

Insurance Financial Services Coach

Application Deadline: 9 September 2025

Department: Consulting

Employment Type: Permanent - Full Time

Location: Home United Kingdom

Reporting To: Zoe Harrison

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