Financial Services Trainer & Assessor

35000.00 - 40000.00 GBP Annual + Salary is negotiable DOE
20 Apr 2021
18 May 2021
Contract Type
Full Time
My client, a leading provider of education and training in the Financial Services Sector have an exciting opportunity for a Financial Services Professional to join their existing team as a Trainer and Assessor.
The ideal candidate for this role would be a Financial Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications.
My client is also looking to consider candidates with experience in insurance and are ACII qualified with five years plus experience in the sector.
In this role you will assess and support across three main areas: vocational training (skills based), academic teaching (qualifications), and functional skills (literacy, numeracy and IC
The key responsibilities are to:
1. You will plan and prepare schemes of work, lessons, and sessions
2. You will teach across a range of financial services qualification types
(CII / LIBF) and levels, online and at employer sites
1. You will research and develop new topics, courses and teaching materials, especially online resources
2. You will teach large and small groups of learners from a range of backgrounds, abilities, and ages
3. You will monitor, assess and mark learner's work
4. You will maintain accurate records and monitor learners' progress using the SkillStar system
5. You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met
6. You will carry out pastoral support as a tutor and mentor to learners
7. You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers
8. You will plan additional support requirements for learners
9. You will contribute to sector meetings to monitor, review, and evaluate relevant courses
10. You will keep up to date with, and implement company performance and quality frameworks, policies, and processes
11. You will interview and enrol prospective learners
12. You will liaise with other educational professionals and organisations
13. You will carry out learner assessments in the workplace
14. You will undertake a range of administrative tasks
15. You will embed personal development, welfare, and behaviour topics into sessions where appropriate
16. You will stretch and challenge learner's literacy and numeracy when training, assessing or marking
17. You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning
Personal Specification
* Minimum 5 years' experience working within an IFA
* CII DipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered
* In-depth knowledge of financial services
* Exceptional written and verbal communication skills
* Interpersonal skills (ability to relate to students of all ages and abilities)
* Strong organisational and planning skills as well as creativity to make learning engaging
* Enthusiasm, positivity, motivation and commitment, patience and a sense of humour
Monday to Thursday 09:00 - 17:00
Friday 09:00 - 16:00
36.5 Hours Per Week
Half an hour for lunch
28 days holiday (including bank holidays)
Auto enrolment pension
Free parking
Home / remote working