Defaqto Engage is a market-leading software solution that provides financial advisers with access to comprehensive data and functionality regarding financial products, platforms and funds.
In anticipation of significant growth in our user numbers, we’re currently looking for someone to join our Customer Success team as a Training Executive.
Your primary role will be providing customers with telephone based training on Defaqto Engage. You’ll answer incoming calls, respond to incoming emails and contact customers requiring training support. You’ll also provide cover for the Customer Support Consultants as and when required.
To be considered, you must have previous experience of telephone-based contact with customers – ideally both inbound and outbound calls – plus experience of training other people in new skills. A high level of IT literacy is also essential.
You don’t need to have worked in financial services or software training before, but you 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 our software and services support advisers to deliver professional, efficient and compliant advice.
In return, we can offer an interesting role, supporting a market-leading product, within a flexible and collaborative work environment.
This role offers a salary of £16–20k (dependent upon skills and experience), plus our generous benefits package.
This is an excellent entry level role for anyone interested in starting a career working in IT and or financial services.