trainee financial adviser jobs

BPP Job Description

Job Title Coach – Financial Services

Location Home based

Additional details Office presence may be required periodically for meetings. (London, Birmingham or Manchester)

Contract type Full time and permanent

Hours of work BPP’s core hours for most full time staff are Monday-Friday, 9am-5:30pm (37.5 hours per week)

Job Purpose

To support learners through the on-programme informal assessments and the EPA phase to deliver Financial Services apprenticeship Standards at Level 6 and 7. Namely Financial Services Professional L6 (Investment and Commercial/Retail), Senior Risk and Compliance L6, Senior Investment/Commercial Banking L7 and Senior Insurance Professional L6. We are looking for highly motivated, practitioner-experienced candidates to bring high quality coaching, guidance and feedback to nurture and develop talent within the sector. The overall purpose of the role is to support each learner to develop their knowledge, skills and behaviours to successfully complete their apprenticeship.

Key Responsibilities

1. Provide a structured and appropriate development journey for the learners, enabling them to maximise their full potential.

2. Manage a cohort of learners by providing excellent coaching and support throughout their apprenticeship programme.

3. Deliver induction and industry relevant skills and behaviour sessions online.

4. Carry out review/coaching calls with learners and line managers to ensure progression with their studies.

5. Ensure that all relevant paperwork, such as review forms and learner information files are completed in line with BPP quality standards.

6. Work collaboratively with client services, line managers and apprenticeship support teams.

7. Provide detailed feedback to the learner on their progress against knowledge skills and behaviours relevant to their standards.

8. Update data management systems to show how learners are progressing.

9. Communicate effectively with learners via the VLE/Hub and other appropriate tools to actively encourage learner engagement with their programmes using resources available as per BPP quality standards.

10. Provide academic (both pre-submission via advice on continuous development of learner e-portfolios and post-submission) and safeguarding support to learners.

Skills, experience & qualifications required - Essential

• Excellent IT skills
• Excellent written and verbal communication skills
• Excellent presentation skills
• Excellent customer service skills
• The ability to effectively plan, organise and prioritise workload
• Ability to communicate professionally and work closely with and support all stakeholders
• Experience of working within financial services or any regulated organisation
• Self-motivated and can work under pressure
• Experience of working autonomously and managing own workload efficiently and effectively
• An ability to take responsibility to develop own knowledge and skills

Experience

• Experience of managing stakeholders (particularly customer/client relationships)
• Coaching/mentoring both formally and informally
• Use and accurately update data management systems

Qualifications

• Any related accreditation or certification relevant within Financial Services (Investment, Commercial/Retail banking), Risk or Insurance

Skills, experience & qualifications required - Desirable

• Experience of working in an academic environment
• Experience in teaching at the graduate or professional level or of delivering training and seminars in a commercial context, relevant to the discipline
• Workplace training
• Experience at using video/webinar conferencing systems
• Experience of working with apprenticeships
• Experience of external inspections such as Ofsted and QAA

Qualifications

• Teaching/assessors qualification
• Educated to degree level or equivalent
• Coaching qualification
• Membership of a relevant professional body e.g. CISI

As a Disability Confident employer, BPP is committed to providing reasonable adjustments throughout the interview process. Candidates are encouraged to share any adjustment requirements ahead of interview so these can be considered and accommodated.

BPP part of Lyceum Education Group actively promotes equality of opportunity for all with the right mix of talent, skills and potential, and welcomes applications from a wide range of candidates. BPP will select candidates for interview based on their skills, qualifications and experience. Please note that for those posts that are exempt from the Rehabilitation of Offenders Act 1974, the successful candidate will be required to undertake a DBS check in addition to BPP undertaking any necessary online searches. This is deemed appropriate and necessary from a safeguarding perspective, and in line with BPP safer recruitment practices

BPP part of Lyceum Education Group reserves the right to amend or withdraw this advertisement at any time prior to the closing date, should we receive a high volume of applications or if business needs change.