Insurance Coach (CII) – Apprenticeship Trainer

About the role

As a Financial Services Coach you will guide and develop a cohort of apprentices, ensuring their progress aligns with quality standards and key performance indicators. You will provide tailored support throughout each apprentice’s learning journey, helping them achieve the qualifications and competencies set out in the apprenticeship standard.

Key responsibilities

• Conduct initial skills assessments to identify each apprentice’s starting point and tailor their learning journey.
• Deliver engaging induction presentations and manage all onboarding administration.
• Facilitate monthly progress meetings, both onsite and remotely, to monitor development and provide ongoing support.
• Lead group training sessions that meet curriculum intent and Ofsted requirements.
• Track and assess apprentice progress against agreed objectives and key milestones.
• Maintain accurate documentation of learner progress, including off‑the‑job training activities.
• Coach apprentices on selecting and presenting evidence for their portfolio ahead of the End Point Assessment.
• Escalate concerns regarding apprentice progress or employer engagement to your line manager.

Required profile

• Certificate or diploma in Insurance (CII) – essential.
• Experience in a similar coaching, tutoring or training role, or seasoned insurance industry experience (underwriting, brokering, claims, etc.).
• Apprenticeship experience or a strong background in nurturing, training, coaching, or team management.
• Functional skills in maths and English at a minimum of Level 2.
• Self‑motivated, focused and enthusiastic with the ability to work independently.

What we offer

• Reward platform – discounts for over 800 retailers.
• 25 days holiday (rising with service).
• Well‑being centre.
• Recognition programme.
• Paid fertility appointments.
• Pension – matched contribution at 5%.
• Life Assurance (4 × basic salary).
• Development, training and professional qualification support.