Financial Services Assessor Trainer (Mortgage Advice)
CV-LibraryBirminghampermanentPosted: 7 March 2026
Apply NowKM Recruitment is a specialist UK wide recruiter for the Skills and Employability sectors
Job Title: Financial Services Assessor Trainer (Mortgage Advice) - Trainee or Qualified
Location: Hybrid Role (Home / field based) - Must be flexible with travel
Salary: £31,000 - £35,000
Type: Full-time, Permanent
As a result of continued growth, our client is looking to recruit an Apprenticeship Assessor, specialising in the delivery of their Mortgage, Financial Services and Business qualifications.
Duties:
Assess and coach Apprentices who are undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3 and Mortgage Advisor Level 3.
Deliver full training and support learners through their Functional Skills Maths and English to Level 2.
Record professional discussions on specific units / topics based on knowledge, independent research and reflective accounts.
Delivering both remotely and face to face
Managing your diary efficiently to ensure timely reviews are conducted.
Organise and maintain documentation on learners' progress.
Overcome barriers to learning and adapt delivery to meet learner’s needs.
Work to learner review and completion timescales.Essential Criteria:
Must have solid occupational experience within Mortgage Advice.
Ideally hold a Level 3 Financial Services qualification (or equivalent) e.g., CeMAP; CertRDB or equivalent
Ideally hold a recognised Assessor award, or Level 3 Teaching qualification.
Experience of delivering internal workplace training to colleagues, is highly desirable.
Confident to deliver Maths and English Functional Skills to learners.
Excellent IT skills and confident with the use of IT and online systems.
Full, clean driving licence, and use of a vehicle (Must be flexible with travel, as and when required).Please note:
KM Recruitment receive a high number of applications for each role advertised and although we would like to we are not always able to deliver feedback to unsuccessful candidates. If you have not been contacted within 4 days then unfortunately your application has been unsuccessful. Thank you for your interest and keep an eye on our website for future opportunities.
KM1
Job Title: Financial Services Assessor Trainer (Mortgage Advice) - Trainee or Qualified
Location: Hybrid Role (Home / field based) - Must be flexible with travel
Salary: £31,000 - £35,000
Type: Full-time, Permanent
As a result of continued growth, our client is looking to recruit an Apprenticeship Assessor, specialising in the delivery of their Mortgage, Financial Services and Business qualifications.
Duties:
Assess and coach Apprentices who are undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3 and Mortgage Advisor Level 3.
Deliver full training and support learners through their Functional Skills Maths and English to Level 2.
Record professional discussions on specific units / topics based on knowledge, independent research and reflective accounts.
Delivering both remotely and face to face
Managing your diary efficiently to ensure timely reviews are conducted.
Organise and maintain documentation on learners' progress.
Overcome barriers to learning and adapt delivery to meet learner’s needs.
Work to learner review and completion timescales.Essential Criteria:
Must have solid occupational experience within Mortgage Advice.
Ideally hold a Level 3 Financial Services qualification (or equivalent) e.g., CeMAP; CertRDB or equivalent
Ideally hold a recognised Assessor award, or Level 3 Teaching qualification.
Experience of delivering internal workplace training to colleagues, is highly desirable.
Confident to deliver Maths and English Functional Skills to learners.
Excellent IT skills and confident with the use of IT and online systems.
Full, clean driving licence, and use of a vehicle (Must be flexible with travel, as and when required).Please note:
KM Recruitment receive a high number of applications for each role advertised and although we would like to we are not always able to deliver feedback to unsuccessful candidates. If you have not been contacted within 4 days then unfortunately your application has been unsuccessful. Thank you for your interest and keep an eye on our website for future opportunities.
KM1