End Point Assessor Apprenticeship - Financial Services Customer Adviser (Level 2 & Level 3)

Reference:EPA/FIN/L2&3 

Closing date:04 December 2019 at midnight 

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Overview of the independent End-Point Assessment

All apprentices registered on new apprenticeship standards will undertake an end-point assessment (EPA). Independent end-point assessors (EPAs) are responsible for assessing apprentices against set EPA criteria and evidence requirements.

EPAs must be suitably qualified and competent within the occupation associated with the EPA. We will provide you with relevant training and standardisation to undertake your EPA role and we expect you to maintain your competence, through ongoing continuing professional development (CPD).

Key Accountabilities:

The EPA will:

• Take part in regular training and standardisation activities, associated with the role of 
• Maintain and provide evidence of ongoing, relevant Continuous Professional Development (CPD)
• Assess the performance of candidates in accordance with published assessment and grading criteria and procedures, ensuring overall standards are 
• Follow the protocols set out in Pearson’s specifications, assessment materials and quality assurance protocols, relating to the 
• Maintain service-level agreements with regards to responding to EPA planning, operational activities, reports and submissions of assessment 
• Report all risks and issues encountered during the end-point assessment to Pearson, including any suspected malpractice/maladministration
• Ensure all EPA reports and assessment evidence are high quality and recorded 
• Support Pearson, if necessary, with any appeals from apprentices, regarding assessment 
• Raise any conflicts of interest, including in relation to the independence of 
• Ensure that any personal actions are completed, as required by Pearson
• Contribute to the continuous improvement of Pearson’s end-point assessment activities by the Institute for Apprenticeships and Technical Education. 

Person Specification

Background and Experience (desirable)

• Evidence of assessing staff or learner competence, at the level or above of the 
• Hold or be working towards an assessor qualification (e.g. A1, TAQA 
• Experience of leading meetings/structured interviews/
• Current experience of working within one or more financial services industries for example, banks and building societies, insurance, claims and loss adjustment, pensions, mortgage and/or financial planning (for a minimum of two 
• Current experience within a front line role related to delivering financial services to customers including leading and developing teams (for a minimum of two 
• Evidence of CPD, in line with the EPA 
• Experience of complying with quality assurance/regulatory 
• Current DBS certificate
• Evidence of assessing staff or learner competence, at the level or above of the EPA

Background and Experience (desirable):

• To hold an appropriate financial services qualification at level 3/4 (or higher) qualification/examination from either CBI, CII, CISI, IFA/LIBF, CILA or 
• To hold, or be working towards an internal quality assurance 
• Experience of working in more than one industry/sector
• Experience of making grading 
• Knowledge of prevent & safeguarding 

• Excellent written, verbal, IT and interpersonal skills, including the ability to effectively respond to conflicts
• Flexibility to understand and respond to the individual needs and circumstances of employers/apprentices
• Sufficient and relevant technical knowledge in financial services legal and regulatory, a range of products and services offered within the financial services, systems, tools and processes used within financial services 
• Excellent understanding of the associated apprenticeship standard, assessment plan, specification, assessment instruments and recording 
• Ability to assess, free from 
• Ability to assess and report risks
• Ability to meet deadlines  

Additional Information

• 1.  Job Description
• 2.  Assessment Associate Guidelines