Mortgage and Financial Advice Trainer

1 day ago


Birmingham, Birmingham, United Kingdom KM Education Recruitment Ltd Full time

KM Education Recruitment Ltd specialises in recruiting top talent for the Skills and Employability sectors throughout the UK.

Job Details:

Job Title: Financial Services Assessor Trainer - Mortgage and Financial Advice

Location: Hybrid role, combining home and field-based work, requiring flexibility and a clean driving licence.

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

Type: Full-time, permanent position available.

This role involves assessing and coaching Apprentices in Financial Services, delivering training and supporting learners through their Functional Skills Maths and English to Level 2.

Main Responsibilities:
  1. Coaching and assessing Apprentices in Financial Services Level 2, Senior Financial Services Level 3, and Mortgage Advisor Level 3.
  2. Delivering full training and support to learners through their Functional Skills Maths and English to Level 2.
  3. Recording professional discussions on specific units/topics based on knowledge, independent research, and reflective accounts.
  4. Delivering training both remotely and face-to-face.
  5. Managing diaries to ensure timely reviews are conducted.
  6. Organising and maintaining documentation on learners' progress.
  7. Overcoming barriers to learning and adapting delivery to meet learner needs.
  8. Working to learner review and completion timescales.
Candidates Required:
  1. Strong occupational experience within Financial Services across Mortgages and/or Banking.
  2. Ideal qualification: Level 3 Financial Services qualification (or equivalent) e.g., CeMAP; CertRDB or equivalent.
  3. Holding a recognised Assessor Award (A1, CAVA or TAQA) or willingness to work towards one.
  4. Desirable experience delivering internal workplace training to colleagues.
  5. Confident delivery of Maths and English Functional Skills to learners.
  6. Excellent IT skills and confident use of IT and online systems.
  7. Full, clean driving licence and vehicle use (flexible with travel, as required).

Please apply for this challenging and rewarding role if you possess the necessary skills and experience.



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