Training Consultant - Financial Services CRM Software

Candidate Source Ltd
24 Jun 2017
22 Jul 2017
Contract Type
Job Description Training Consultant - Financial Services CRM Software

At a time of incredible change and disruption in UK financial services advice world, advisers find themselves trying to transform their businesses using outdated and redundant technology that is 20 years old and designed to support the old transactional business model.

Or client is different in every respect, having developed market-leading, business-transforming, software that improves the work experience and profitability of financial adviser firms.

As part of their continued growth, an opportunity has arisen for a Midlands based Training Manager.

You will be responsible for delivering professional, high quality software training to individuals within financial adviser firms on a range of courses in client locations as well as online. You will need excellent communication skills, experience of training (preferably in a Financial Services capacity) and a high level of drive and commitment.

Required Skills and Experience
  • Previous training experience
  • Previous experience in the financial services industry is a distinct advantage
  • Understanding of the training cycle including TNA and design
  • Excellent communication skills essential
  • Excellent relationship skills essential
  • Excellent computer skills and knowledge of Microsoft Office suite
Beneficial Skills and Experience
  • Ability to work on your own as well as part of a team
  • Experience with Microsoft Dynamics 2011
  • Experience with SharePoint
  • Experience with Exchange Online (Office 365)
  • Full, clean driving licence
  • Willing to work anywhere in the UK. However, this role is focussed on the north of the UK
  • CIPD qualification or equivalent
This is not an exhaustive list and you are required to be flexible in your approach to carrying out your duties that may change from time to time to reflect changes in the Company's circumstances.

In return, you can expect a competitive salary, company pension and car allowance.

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