Financial Services Professional

4 hours ago


Birmingham, Birmingham, United Kingdom CV-Library Full time
Exciting Opportunity in Financial Services Training

KM Recruitment, a leading UK-wide recruiter for the Skills and Employability sectors, is seeking an experienced professional to fill a challenging role.

Job Title: Financial Services Professional - Mortgage and Financial Advice

Location: Hybrid Role (Home / field based) with flexible travel requirements.

Estimated Salary:£27,000 - £35,000 per annum, depending on qualifications and experience.

Type: Full-time, Permanent position.

This opportunity is ideal for someone passionate about developing others and transferring their mortgage/financial services knowledge into a diverse new role.

Main Responsibilities:

  1. Assess and coach Apprentices undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3, and Mortgage Advisor Level 3.
  2. Deliver full training and support learners through their Functional Skills Maths and English to Level 2.
  3. Record professional discussions on specific units/topics based on knowledge, independent research, and reflective accounts.
  4. Deliver training both remotely and face-to-face.
  5. Manage your diary efficiently to ensure timely reviews are conducted.
  6. Organise and maintain documentation on learners' progress.
  7. Overcome barriers to learning and adapt delivery to meet learners' needs.
  8. Work to learner review and completion timescales.

Essential Criteria:

  1. Solid occupational experience within Financial Services across Mortgages and/or Banking.
  2. Ideal: Hold a Level 3 Financial Services qualification (or equivalent), e.g., CeMAP; CertRDB or equivalent.
  3. Hold, or willing to work towards, a recognised Assessor Award (A1, CAVA or TAQA).
  4. Experience of delivering internal workplace training to colleagues is highly desirable.
  5. Confident to deliver Maths and English Functional Skills to learners.
  6. Excellent IT skills and confident with the use of IT and online systems.
  7. Full, clean driving licence, and use of a vehicle (must be flexible with travel as required).

Please note that KM Recruitment receives many applications for each role advertised. While we would like to provide feedback, we cannot always do so. If you have not been contacted within 4 days, unfortunately, your application has been unsuccessful. Thank you for your interest, and please keep an eye on our website for future opportunities.



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