Financial Services Apprenticeship Trainer

Zenith are looking to recruit a Financial Services Apprenticeship Trainer to deliver high‑quality teaching, learning and assessment for the Level 3 Financial Services Administrator (FSA) apprenticeship, providing both face‑to‑face and remote training. Manage a caseload of financial‑services learners and employers, ensuring timely achievement, regulatory compliance and progression. Support the organisation’s quality, audit and performance objectives.
The role requires deep understanding of financial services administration, including regulatory frameworks, financial products, systems and processes, customer service excellence, and accurate data and record management as required by the apprenticeship standard.
Role responsibilities and requirements:
Teaching, Learning & Assessment
Deliver engaging sessions covering all elements of the FSA standard, including:
Financial services market structure
Regulatory frameworks, ethics and principles of advice
Financial products and their purpose
Systems, processes and record‑keeping
Customer service and communication expectations
Deliver training 1‑to‑1, in groups, face‑to‑face and remotely, using varied delivery methods to suit learner needs.
Develop personalised learning plans aligned to individual job roles (e.g., insurance admin, client services, operations support).
Create schemes of learning, lesson plans and learning resources that meet awarding‑body and standard requirements.
Set, assess and provide feedback on learner work, ensuring competence development across data processing, documentation, customer communications and compliance tasks.
Ensure timely marking of learner work (weekly).
Learner Progress & Quality Assurance
Conduct regular progress reviews with apprentices and employers.
Track, record and report on learner progress, predicted achievement and success rates.
Complete monthly caseload reports and attend relevant meetings.
Support the achievement of KPIs, including retention, timely completion and quality standards.
Use initial assessment outcomes to inform delivery and support needs.
Act on feedback from teaching observations, employers, learners and peers.
Participate in internal quality assurance (IQA) activities and maintain high‑quality programme paperwork.
Employer Engagement
Liaise with employers to ensure training aligns with workplace systems, processes and regulatory expectations.
Provide regular progress updates to employers and gather feedback to enhance the learning experience.
Support the development of training programmes that meet employer requirements and add value.
Compliance, Audit & Professional Standards
Ensure all documentation meets internal and external audit requirements within timescales.
Contribute to external audits from awarding organisations and funders.
Maintain current knowledge of Ofsted, awarding‑body and industry expectations.
Promote Safeguarding, Prevent, British Values, and Maths & English throughout delivery.
Monitor and promote equality, diversity and inclusion.
Demonstrate and promote the company values and team charter behaviours.
Additional Responsibilities
Deliver additional sessions or 1‑to‑1 support to maximise learner success.
Contribute to the delivery of core skills and commercial training when required.
Provide impartial advice and guidance to support learner progression.
Maintain up‑to‑date knowledge of all apprenticeship and commercial training programmes.
Provide exceptional customer service to learners and stakeholders.
Work independently, managing workload and travel requirements effectively
Experience & Skills Required
Experience delivering apprenticeships, vocational qualifications or workplace training in financial services (insurance, banking, investments admin, mortgage admin, adviser support, client services, operations, etc.).
Strong knowledge of FCA regulatory frameworks, treating customers fairly (TCF) and financial‑services operational processes.
Excellent communication skills (written and verbal).
Highly organised with strong administrative and IT skills.
Confident using online learning systems, assessment platforms and e‑portfolio tools.
Ability to differentiate teaching methods to suit different learning styles and abilities.
Ability to work independently, meet targets and adapt to business needs.
Motivational and supportive approach with a commitment to learner success.
Full UK driving licence and access to a vehicle (business insurance required).
Willingness to travel and work flexibly