£400 - £500 per day
Outside Spy
England, United Kingdom
CRM Trainer (Wealth Management) | £400-£500/day | Outside IR35 | 6-Month Contract 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 experienc ed Technology Trainer / CRM Trai ner 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 knowled ge of Intelliflo Office, Xplan or Curo (esse...