About your new company:
A Wealth Management UK LLP is a UK-based partnership, wholly owned by a private banking group, which is in turn owned by the Princely Family of Liechtenstein. When Wealth Management was created in 2008, our aim was to offer a fresh approach to wealth management. The plan was simple: put our clients first by providing a transparent service, designed around what is right for each of them. By drawing together in-depth knowledge and experience from across the industry, we provide a flexible, bespoke service adapted to each of our clients' needs.
Business Unit:
Our ambitious growth strategy is underpinned by our commitment to enhance the client experience and deliver market-leading personalised Wealth Management. We are embracing digital technology to help us achieve this ambition.
Our technology team, co-located with our company in the heart of the City of London, is central to achieving this ambition. We are investing in a modern technology stack, adopting a product-based approach to development, and delivering solutions through an agile framework.
Our technology team is responsible for:
- Software Development
- Data Engineering
- Infrastructure
- DevOps and Automation
- Service Delivery
- Project Management
Brief Role Objective:
As the public face of the IT Department, the Trainer's role will involve providing high quality training to the business on all our products and solutions, both those built in-house as well as vendor solutions. In addition, the Trainer will be responsible for socialising all new feature rollouts to end users and will act as a conduit to feed in business requests into our product function.The role requires the individual to have a strong technical aptitude, be an excellent communicator, as well as build a good understanding of the business. The role provides the opportunity to work with enterprise-grade financial systems and develop new skills on the job.
Key Responsibilities:
- Devise and deliver technical training programs according to organisational requirements, including producing training schedules and course content
- Prepare training materials (presentations, worksheets etc.) for our core systems such as Figaro and Salesforce, in addition to others
- Execute training sessions, webinars, workshops etc. in groups or individually
- Arrange for and conduct on-site training in the regional offices when needed
- Keep and report data on completed courses, absences, issues etc.
- Determine the overall effectiveness of programs and make improvements
Key Regulatory Responsibilities:
Ensure compliance with the letter, spirit, and expectations of applicable legal and regulatory requirements at all times (e.g. FCA, Money Laundering/Proceeds of Crime, Data Protection, Health, and Safety), ensure conformance with Directives with regard to conduct, security, culture and other general business compliance control procedures.
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