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IO / Intelligent Office / Learning & Development - M62 Corridor

Job Reference:
Recruiter Name:
Parkside Recruitment
Job Type:
IT, Trainer
£34,000 per annum
+ 4k Car allowance
Contract Type:
Date Posted:

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We are currently recruiting for a leading Financial IT software organisation based in Kingston for a Learning and Development Consultant - M62 Corridor.
This role is home/field based Liverpool, Manchester and Leeds


Delivery of training to our external and internal customers
- Travelling to and from customer site training sessions as required
- Thoroughly learn all aspects of our systems and processes
- Learn and deliver the integration's available within Intelligent Office
- Assist in the production of training documentation to the highest standard for our
external and internal customers
- Be an ambassador for the business, ensuring that we continue to be seen in
a positive light within our ever expanding marketplace
- Up skill new joiners on iO and deliver training to existing staff on new release
functionality and iO/additional modules

Key Responsibilities

- Delivery our standard courses and bespoke training sessions to our customers.
- Running webinars on key subject areas to our customer base.
- Assessing customer skill gaps needs and creating learning solutions
- Ensuring all daily, weekly and monthly tasks expected of L&D Consultants are
completed on time
- Prioritising workload to meet deadlines
- Demonstrating an ability to work using own initiative
- Maintenance of internal customer records in relation to L&D via Salesforce
- Dealing with customer queries in a professional manner (telephone calls and emails)
- Assistance in demonstrations of key functionality to customer, as required
- Thoroughly learning all aspects of our products and systems and maintain knowledge on an ongoing basis

Knowledge required

- Full working knowledge of Intelligent Office is a distinct advantage
- Understanding of practical application of Intelligent Office
- Excellent presentation and communication skills

Skills and Experience

- Communication (written and verbal)
- Excellent presentation skills
- Excellent attention to detail
- Highly self-motivated with a positive attitude
- Diplomacy
- Excellent communication and interpersonal skills
- Planning and Organisation
- Excellent Time Management
- Must have previous experience of software training and working with large groups
- Developing Relationships
- Financial Services background preferably in an IFA marketplace
- Experience with Financial Services back office systems
- Understanding of practical application of Intelligent Office and PFP
- Ability to prioritise own workload
- Ability to work on own initiative


- Financial Services background preferably in the Financial Adviser Marketplace
(Preferably the Diploma in Financial Planning or Diploma in Regulated Financial
Planning, alternatively the Certificate in Financial Services)
- Experience with Financial Services back office systems

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.

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