Vector Resourcing
Training Specialist
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Financial Services Systems Trainer
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Our client is looking for a Financial Services Systems Trainer to improve how approximately 500 financial advisers use four core business systems. You will deliver practical training, coach users and act as a trusted point of contact as the organisation modernises its technology estate. The initial focus will be its mortgage platform, followed by the Dynamic Planner financial planning tool.
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Responsibilities
- Deliver engaging systems training to financial advisers and other users across the organisation.
- Design training materials, user guides and practical sessions for new system functionality and processes.
- Coach users with different levels of technical confidence, adapting your approach to suit each audience.
- Build a detailed understanding of the four core systems and how they support different teams.
- Act as a key contact for system questions, resolving straightforward issues and coordinating more complex problems.
- Support the adoption of changes to the mortgage platform and Dynamic Planner.
- Gather user feedback and identify recurring knowledge gaps, process issues and further training needs.
- Work across departments to ensure training reflects how systems are used in practice.
- Review and compare data between systems using Excel, identifying inconsistencies and supporting accurate migration.
- Develop experience of more automated data transfers as the organisation moves towards API and EDI-based processes.
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