Software Training Consultant

2 weeks ago


Huddersfield, Kirklees, United Kingdom SimplyBiz Full time
We're looking for a Software Trainer to join the team here at SimplyBiz.

In this role you'll be providing training remotely, and very occasionally on site, to our customers who are financial firms.

You'll be providing training and support on two systems; intelliflo office and Engage, which are both focused on the financial advice process and advisory experience.

You'll train our clients to use the software products, make them aware of new functionality as it becomes available and provide ongoing support for them.

One day you might be hosting a live webinar to a group of customers. Another perhaps delivering bespoke training on a one-to-one basis across a virtual setting. Sometimes you may even be tasked with creating a variety of training materials for both internal and external use.


Whatever the day, you'll use your skills, knowledge and expertise to train a variety of customers, adapting your techniques to inspire our customers of all ability levels.


You don't need to have worked in financial services or software training before, but you do need to be a quick learner who's prepared to swiftly develop an in-depth knowledge of how the financial advice market operates in the UK and how the SimplyBiz software and proposition supports advisers to deliver professional, efficient and compliant advice.

In return, we can offer an interesting role, supporting market-leading products, within a flexible and collaborative work environment.

What you need to succeed

  • Experience in software training or work experience that has given you skills applicable to software training
  • Professional and enthusiastic, you are passionate about excellent relationship management both externally and internally
  • Good written and verbal communication skills, including an excellent telephone manner and confident outbound calling and video conferencing skills
  • Positive and proactive, you use your initiative and take responsibility you are prepared to go the extra mile to deliver optimal results for the business
  • Strong track record of helping customers
  • An interest in, and willingness to learn about, the financial services industry and financial products
  • Fintel plc and all the businesses within it adopt a zerotolerance approach to discrimination on any of the protected grounds in the Equality Act 2010._
  • We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership._
  • For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds._


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