Software Trainer
Permanent | Salary up to £25k depending on experience
We’re looking for a Software Trainer to join the team here at SimplyBiz. In this role you’ll be providing training remotely, and very occasionally on site, to our customers who are financial firms. You’ll be providing training and support on two systems; intelliflo office and Centra, which are both focused on the financial advice process and advisory experience. You’ll train our clients to use the software products, make them aware of new functionality as it becomes available and provide ongoing support for them.
One day you might be hosting a live webinar to a group of customers. Another perhaps delivering bespoke training on a one-to-one basis across a virtual setting. Sometimes you may even be tasked with creating a variety of training materials for both internal and external use.
Whatever the day, you’ll use your skills, knowledge and expertise to train a variety of customers, adapting your techniques to inspire our customers of all ability levels.
You don’t need to have worked in financial services or software training before, but you do need to be a quick learner who’s prepared to swiftly develop an in-depth knowledge of how the financial advice market operates in the UK and how the SimplyBiz software and proposition supports advisers to deliver professional, efficient and compliant advice.
In return, we can offer an interesting role, supporting market-leading products, within a flexible and collaborative work environment.
What you need to succeed
- Experience in software training or work experience that has given you skills applicable to software training
- Professional and enthusiastic, you are passionate about excellent relationship management – both externally and internally
- Good written and verbal communication skills, including an excellent telephone manner and confident outbound calling and video conferencing skills
- Positive and proactive, you use your initiative and take responsibility – you are prepared to go the extra mile to deliver optimal results for the business
- Strong track record of helping customers
- An interest in, and willingness to learn about, the financial services industry and financial products

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
- Department
- SimplyBiz
- Locations
- Huddersfield
- Remote status
- Hybrid Remote
What we offer you
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Happy to talk flexible working
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A comprehensive package of insurances bringing peace of mind for you and your loved ones 💕
4 x life assurance (with the ability to flex up or down), 3 x critical illness and 75% income protection cover
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25 days holiday per year 🏝️
Increasing by 1 day per year up to 29 days as well as the option to purchase up to an additional week
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An extra day off to celebrate your birthday 🥳
Plus an Amazon voucher to treat yourself!
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Wellbeing
Access to a wide range of wellbeing support including an employee assistance programme, mindful meditation sessions and on-site massages
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Medical cash plan
With the ability to flex up or down
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Flexible benefits pot 💰
So you can select the benefits that suit you via our flexible benefits platform including Cycle to Work 🚲
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Social events
Regular social, sports and charity events throughout the year
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Enhanced policies
Including sick pay, maternity and paternity pay and paid leave for other important things like fertility treatment

Huddersfield
An exceptionally innovative, fun and challenging workplace
We want our people to enjoy being part of the team and feel passionate about doing a great job whilst they’re here.
About SimplyBiz
We are the UK's leading provider of outsourced regulatory and business support to the retail financial service market.
As part of Fintel, we are committed to simplifying and improving the complex world of financial services and to creating a better outcome for everyone.
Software Trainer
Permanent | Salary up to £25k depending on experience
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