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Systems Trainer

Working from home with occasional travel

Full-time

£27 – 30k per annum

Our client is a technology-focused Mortgage Network, offering support services to mortgage and protection advisers. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location, using market-leading technology.

The Role

Following the release of their own in-house CRM system, this role is pivotal in enabling the smooth transition for its network members from the current system. The role will involve conducting regular training sessions with network members, usually on a remote basis to ensure they are equipped to transition to the new CRM. As their market-leading development continues, the role will help to provide a smooth, uninterrupted journey for their clients.

Key Tasks:

Conduct regular remote training sessions to small groups of advisers.
Proactive approach to independent ongoing learning to become an expert in the technology and its capabilities.
Communicate clearly with the wider business on training progress, including sharing constructive feedback as received.
Maintain accurate records on CRM.
Manage multiple workloads across inboxes, phone contact and Teams meetings.
CPD training completed as required per quarter.
Tailor training to the needs of the group, to ensure best possible transition success rate.

The ideal candidate should have the following experience/skills:

Success in customer service or business development role.
Good working knowledge of CRM systems, with previous experience of deploying technology (preferred).
Outstanding listening and communication skills.
Highly organised and ability to multitask.
Strong relationship development skills.
Experience within financial services is preferred.
Good team player with ability to work under own initiative.

Benefits: