This is an exciting opportunity for an ambitious Training and Development Consultant to join a successful Financial Planning firm, based out of their beautiful Horsham offices. Focusing on providing a high quality financial planning and investment management service to its valued clients, this firm has built a sound reputation within the industry and is ever growing in stature.
During a period of key expansion, our client is looking for a Training and Development Consultant to support the training team to fulfill the business needs when training new and existing firms. You will be working closely with the project managers when onboarding new firms to help configure the back office and platform software, train all users and provide initial on-site support at Go Live.
Continuous learning for their clients is very important, as it will help to maximise their efficiency and streamline their processes. You will play a big role in supporting existing firms, providing webinars and face-to-face training on areas of the systems for individuals and groups of clients.
Our client prides themselves on the quality of the training collateral that they supply to our clients. eLearning videos and user guides are at the heart of achieving this. As well as training clients, you will be helping to create, maintain and review supporting training material for users.
What’s needed to be considered?
Providing face to face training for required new firms and users
Post go live 'hand holding’ of users through processes to build their confidence in navigating the applications
Dealing with pre and post go live queries via telephone and email
In-depth knowledge of training methods
Experience in eLearning development
Sound knowledge of Financial Services, specifically the IFA and wrap/platform market
Experience of IT CRM systems and processes
Creation and maintenance of training materials (videos and guides)
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
- Financial Services
- Training Consultant
- Development Consultant
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