Wealth Management Apprenticeship Mentor


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https://www.nationalskillsagency.co.uk/1508/job2023-02-27 11:31:221970-01-01 National Skills Agency
Job Type Permanent
Location Remote/Home Based
Area Home Based, Choose Job Type Home Based Choose Job Type Remote/Home Based
Sector Assessors/Coaches/Trainers/Tutors
Salary £40,000 - £60,000
Start Date
Advertiser Joe Simmonds
Consultant Email joe@nationalskillsagency.co.uk
Telephone 020 3953 1984
Job Ref JS/WMMEN
Description
 
Overview
 
 
The Mentor will have responsibility for the delivery and assessment of the Apprenticeship programmes within their subject specialism – CISI Investment Advice Diploma (IAD L4) or CFA1, 2, 3 (L6).  This is with a view that the successful applicant will study towards the CISI Chartered Wealth Management exams (L7).  They will be responsible for a caseload of Apprentice learners whom they will mentor, train and monitor the learning and progression throughout the duration of programme.
 
Key Tasks and Accountabilities
 
 
  • To deliver classroom-based and/or remote 1:1 sessions to Apprentices associated with their subject specialism against the Apprenticeship Programme and level
  • To continuously improve and update teaching resources within their remit and capabilities subject to internal quality assurance
  • To use a range of teaching and learning techniques
  • To provide Apprentices with support in the classroom and remotely on a 1:1 basis
  • To assess Apprentice achievements
  • To support and embed functional skills English and maths at the appropriate level
  • To support Apprentices to achieve technical qualifications where appropriate
  • To ensure each Apprentice is following the agreed programme and schedule
  • To actively support fellow members within the team
  • To report Apprentice issues to their Line Manager
  • To report to their Line Manager any disciplinary and/or classroom/learner management issues
  • To mentor Apprentices to achieve and learn professional skills required for the work place in line with the appropriate Apprenticeship Standard
  • To adapt delivery and assessment to meet the broad range of learning needs including the needs of those with learning difficulties and/or disabilities
  • To monitor the progress of the Apprentices within their caseload
  • To maintain appropriate tracking systems and procedures relating to quality, compliance, management and assessment in line with the EPAO, Apprenticeship Standards and all other regulatory requirements
  • To ensure your compliance with business systems and procedures
  • To carry out and record regular Apprentice reviews as required
  • To maintain professional knowledge in the subject/sector specialism and models of curriculum development
  • To have effective awareness of raising attendance, retention and achievement
  • To provide a professional customer service to external and internal customers
 
Other Responsibilities
  • To ensure that all the compliance and process requirements of funding partners are met in full
  • To carry out regular on-site reviews of materials and delivery methods with the Curriculum Lead for the subject area and report findings
  • To perform any ad-hoc duties that the Company considers to be reasonable.
  • To be mindful of own personal safety and the safety of apprentices and colleagues in line with  The Safeguarding Policy and to report any areas for concern as appropriate
  • Attend training courses to further your personal development and knowledge
  • To embed British Values, Equality and Diversity, Employability and Health and Safety into all programme delivery
  • To provide Information Advice and Guidance at key points within the learning journey
 
 
 
Qualifications and Knowledge
 
 
 
Essential
  • Must hold either of the following qualifications: CISI Investment Advice Diploma (IAD L4) or CFA1,2,3 (L6) and be willing to work towards the CISI
Chartered Wealth Management (L7) qualification
  • Ability to teach and assess at all levels of subject specialism/s required to fulfil the role 
  • Relevant occupational competence
  • Hold or be willing to work towards the Level 3 Certificate in Assessing Vocational
(TAQA/CAVA L3). A, D32/33 acceptable, CPD is up to date.
  • Focused on achieving outstanding retention and achievement rates
  • Overall sound educational background
  • GCSE Grade C or above English and math’s 
  • Be confident and comfortable supporting Functional Skills English and math’s with apprentices on a 1:1 basis
 
Skills
  • Strong partnership working to drive our success
  • Good understanding and application of team work
  • Hardworking
  • Willing to take responsibility and accountability
  • Problem solver
  • Attention to detail
  • Ability to motivate and drive learners to succeed
 
 
Qualities
  • Self-starter, well-motivated and enthusiastic
  • Good time management
  • Highest levels of integrity and honesty
  • Ability to relate to young people
  • Positive mental, can do, attitude
 
 
 
 
Please note you will be required to have an enhanced DBS check carried out as part of this role in line with Ofsted and Safeguarding requirements.
 
 
Paul Feldman is the National Skills Agency Data Protection Officer. Your data will be stored until notice is given by you for it to be removed. Our Data Protection Policy will be forwarded to you on request. As we get a high number of applications we may be unable to give feedback to unsuccessful candidates. We will retain your details to  keep you informed of other opportunities. National Skills Agency Ltd is acting as an Employment Agency in relation to this vacancy and is an Equal Opportunities employer we welcome applicants from all backgrounds.
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