Training Consultant
Role Title:
Training Consultant
Business Unit:
Training
Date commenced role:
N/A
Reports To:
Training Manager
Role Purpose:

Delivery of training to our external and internal clients

Travelling to and from client site training sessions will be required

Thoroughly learn all aspects of our systems and processes

Assist in the production of training documentation to the highest standard
for our external and internal clients

Be an ambassador for the Intelliflo business, ensuring that we continue to
be seen in a positive light within our ever expanding marketplace

Train new joiners on iO and deliver training to existing staff on new
release functionality and iO/additional modules

Delivery our standard courses and bespoke training sessions to our
clients.

Running webinars on key subject areas to our client base.

Assessing clients training needs and creating training solutions

Assisting in the making and maintaining of training videos

Each quarter deliver training on new release functionality to relevant
internal departments (Support/Account Management)

Maintenance of internal client records in relation to training

Dealing with client queries in a professional manner (telephone calls and
emails)

Assistance in demonstrations of key functionality to clients, as required

Completion of training support cases

Good client feedback scores

Maintenance of internal client records

Accurate production of documentation

Successful completion of training cases

Good levels of training for our clients

Quick turnaround of training cases

None

Training Manager

Head of Commercial Operations

Head of Client Services

Account Management team
Key Responsibilities:
KPIs and Measures:
Key Deliverables:
Direct Reports:
Key Stakeholders:
Location:
Intelliflo Ltd, 3rd Floor, Drapers Court, Kingston-upon-Thames, Surrey KT1 2BQ
0845 230 3700
intelliflo.com
Version: TCON_08-14
Home based
Skills & Experience
Required
Knowledge Required:
Qualifications Required:

Support Team Manager

Account Managers

Support team

Implementation team

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

Time Management

Must have previous experience of software training and working with large
groups

Developing Relationships

Ability to prioritise own workload

Ability to work on own initiative

Full working knowledge of Intelligent Office is a distinct advantage

Understanding of practical application of Intelligent Office

Excellent presentation and communication skills

Financial Services background preferably in the Financial Adviser
Marketplace
Experience with Financial Services back office systems

Intelliflo Ltd, 3rd Floor, Drapers Court, Kingston-upon-Thames, Surrey KT1 2BQ
0845 230 3700
intelliflo.com
Version: TCON_08-14