Financial Services Trainer

8 months ago


Swindon, United Kingdom Openwork UK Ltd Full time

The Concert Programme is the delivery of a new CRM platform (ConcertHub) built for our adviser network that will be further developed over a two-year period to provide an intuitive, flexible business system for Wealth, Mortgage and Protection advisers to grow their business in a competitive and compliant way. It also provides clients of advice firms with personal and intuitive information and support in managing their financial wellbeing.

We're currently hiring for a Financial Services Trainer, specifically to work on the implementation and roll-out of ConcertHub, to create and deliver training programmes that meet the development requirements of Advisers and other members of the Openwork group.
- Your responsibilities will include designing and delivering training material that:

- meets technical and skills development needs.
- uses a variety of learning media to engage delegates.
- caters for various learning styles.
- can be used flexibly (e.g. face-to-face events and virtual classrooms).
- provides clarity around Openwork's business quality standards.
- follows the Learning & Development sign off process.
- meets our standards in terms of format, content and quality.
- challenges the status quo when appropriate.
- Other responsibilities will include:

- Creating and administering tests, assessment and licensing processes.
- Building and maintaining business relationships with all relevant stakeholders.
- Maintaining professional and technical competence in all matters related to the role.
- Contributing to and supporting corporate projects and initiatives.
- Always performing training to the standard that meets the needs of the delegates, Openwork and the Regulator.



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