technology trainer

About the role

The role involves driving user adoption across CRM platforms and emerging AI tools within the wealth management sector. Key responsibilities include designing and delivering training programs, aligning with implementation timelines, and managing multiple client workstreams.

Responsibilities

• Design and deliver training programmes across CRM systems and AI tools
• Deliver training via workshops, remote sessions, videos, and written guides
• Translate complex tech into clear, practical learning for non-technical users
• Conduct training needs analysis to tailor programmes to different user groups
• Align training delivery with implementation and go-live timelines
• Gather feedback and continuously improve training effectiveness
• Contribute to building reusable training content and frameworks

Requirements

• Proven experience delivering technology training, ideally within financial services
• Strong knowledge of CRM platforms within wealth management or advice
• Experience working with or training on AI tools and workflows
• Excellent communication skills with the ability to engage diverse audiences
• Comfortable delivering training across multiple formats and environments
• Highly organized, able to manage multiple client workstreams
• Experience with platforms such as Intelliflo, Xplan, Curo is highly desirable

Qualifications

Not specified

Skills

• CRM Rollout
• Stakeholder management
• AI tools
• Intelliflo
• Xplan
• Curo
• Frameworks

Benefits

Hybrid working from London

Pay

£500 per day

Schedule

6-month contract

Benefits

Outside IR35

Contact

To apply, please send your CV to nick.chambers@methodresourcing.co.uk