Training Consultant

Software Trainer – Fintech

All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.

Salary – £40,000 – £45,000

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

SaaS | Financial Services | Client Enablement | Training

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
• Support ongoing client engagement + product adoption

What we’re looking for:

• Experience delivering software training (virtual + in person)
• 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.

Reach out to Joely to find out more!