At a Glance
- Tasks: Deliver engaging CRM training and support for wealth management clients across the UK.
- Company: Join a leading wealth technology consultancy with a focus on innovation.
- Benefits: Competitive daily rate, remote work flexibility, and potential for contract extension.
- Other info: Opportunity for hands-on delivery and collaboration with expert teams.
- Why this job: Make a real impact by empowering users with essential CRM skills in a dynamic environment.
- Qualifications: Experience in CRM training within financial services and strong communication skills.
Day to day will be remote but will require travel to offices around the UK to deliver training, on-site support and post go-live support.
We’re supporting a specialist wealth technology consultancy delivering CRM implementations for wealth managers, private banks and IFAs. They’re looking for an experienced Technology Trainer / CRM Trainer to join on a 6-month contract to support multiple live client projects.
This is a hands-on delivery role focused on training end users, driving adoption, and supporting go-live across CRM and related tools. You'll design and deliver training across CRM systems and associated tools, working closely with implementation consultants and client teams to ensure successful user adoption.
Key Experience:
- CRM training experience in financial services / wealth management
- Strong hands-on knowledge of Intelliflo Office, Xplan or Curo (essential)
- Experience delivering end-user training (workshops, remote, 1:1)
- Ability to create clear training materials and guides
- Strong communication and stakeholder skills
Potential extension / longer-term work.
CRM Trainer (Wealth Management) employer: Morson Edge (Financial Services)
As a CRM Trainer in Wealth Management, you will join a dynamic and innovative consultancy that values professional growth and collaboration. With a strong emphasis on employee development, you will have the opportunity to enhance your skills while working remotely and travelling to various UK offices, fostering a supportive work culture that prioritises knowledge sharing and client success. This role not only offers competitive daily rates but also the potential for contract extensions, making it an excellent choice for those seeking meaningful and rewarding employment in the financial services sector.
Contact Details:
Morson Edge (Financial Services) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land CRM Trainer (Wealth Management)
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
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✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Morson Edge (Financial Services) might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace CRM Trainer (Wealth Management)
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Morson Edge (Financial Services) will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Morson Edge (Financial Services). Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Morson Edge (Financial Services) confidence in your short-term commitment to the role.
How to prepare for a job interview at Morson Edge (Financial Services)
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Morson Edge (Financial Services).
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Morson Edge (Financial Services) that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
