Training Consultant

JR United Kingdom; Basildon; Remote; GBP 35,000 - 50,000; Full time

Job summary

A fast-growing fintech company is seeking a Software Trainer to enhance user adoption of their modern client portal. This remote-first position involves leading training sessions for clients, creating engaging training resources, and working closely with users for continuous improvement. Ideal candidates are excellent communicators with a passion for tech and training, driving user success in financial planning and investment management.

Qualifications

• Experience in training and onboarding clients.
• Experience in financial/professional services is a bonus.

Responsibilities

• Deliver online and in-person training that makes an impact.
• Build engaging training materials including guides and videos.
• Onboard new clients and train internal teams.

Skills

Excellent communicator

Tech-savvy

Adaptable

Proactive

Job description

Remote-first (occasional visits to the office in Warwickshire + client sites)

Are you passionate about tech, training, and helping people get the most out of great software?

We’re hiring a Software Trainer for a fast-growing fintech that’s empowering Financial Planning & Investment Management firms with a modern client portal - boosting efficiency, compliance, and client engagement.

What you’ll be doing:

You’ll be the face of the product when it comes to user adoption - leading training, building resources, and helping clients succeed.

• Deliver online and in-person training that makes an impact
• Build engaging training materials (guides, videos, live sessions)
• Tailor training to different users and use cases
• Onboard new clients and train internal teams
• Keep training content aligned with product updates
• Collect feedback + continuously improve delivery

What we’re looking for:

• Excellent communicator who builds rapport easily
• Adaptable, proactive, and tech-savvy

Bonus: experience in financial/professional services

Location & Working Setup:

Remote-first, with flexibility. Ideally, you'll visit the office every couple of weeks, plus occasional client travel as needed.

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Created on 31/05/2025 by JR United Kingdom