Client Onboarding Trainer

Client Onboarding Trainer Bournemouth, England

Full Time Bournemouth, England 28000 - 32000 GBP ANNUAL Today
Job description

Twenty7tec transforms financial advice through technology. We partner with businesses of all sizes who share our ambition to simplify, streamline and digitise financial services in the mortgage and wealth markets. All our partners are different, so our technology can be customised to meet both the needs of the business and the needs of the client. As such, we need talented people to join our growing team and are excited we have new opportunities to do so.

We are now looking for a Client Onboarding Trainer to join our Onboarding team.

The primary function of the Trainer is to deliver virtual face-to-face learning through webinars to ensure our customers obtain a robust understanding of our system.

Your responsibilities will include:

  • Developing training collateral that supports the four key onboarding training workshops so this can be standardised and templated for all similar sized projects.
  • Working with the Customer Support team and Content Writer to develop training collateral for knowledge around key areas of our SaaS products that allow the clients to self-serve training requirements via the community portal.
  • Delivering training programmes to individual or groups of clients through online webinars.
  • Carrying out training needs analysis resulting in the identifying client learning & knowledge gaps (internal and external clients).
  • Assisting in creating learning materials such as videos, handouts & follow-up exercises, to suit all customer types (advisers, administrators etc).
  • Assisting in developing train-the-trainer solutions Supporting the Onboarding and Support functions with training solutions that meet the learning strategies for our customers.
  • Evaluating the effectiveness of the training/learning outcomes.
  • Keeping up to date with our product(s) developments and adapt our learning accordingly.
  • Assisting with the development of our learning content.

The above is not an exhaustive list of duties and you will be expected to perform additional or other duties as necessary to meet the needs of the business.

About you:

You will have:

  • GCSE in English and Maths at grade C or above
  • 1+ years experience delivering online training
  • Proficient in the use of Google Docs or Microsoft Office
  • Knowledge of training methodologies and learning styles
  • Experience in translating/explaining and conveying complex elements of software applications or financial services products
  • An understanding of software applications
  • Excellent customer service skills
  • Excellent attention to detail
  • Be able to work under pressure
  • An effective and professional communicator at all levels

Although not an essential experience in the below areas would be desirable:

  • Working within Financial Services
  • Working within the Financial Services Software sector


You'll be joining a company who looks after their people, Twenty7tec is currently ranked as a "Best Technology Company" to work for and also hold a Best Companies "Very good company to work for" official accreditation.

· Annual bonus (performance-based)

· Flexible working location (hybrid)

· Increase on length of service up to a maximum of 28 days holiday plus bank holidays

· Pension scheme

· Death In Service insurance

· Financial coaching and salary advance platform

· Cycle to work scheme

· Learning and development opportunities including a Udemy for Business Licence

· Wellbeing programme, including access to Mental Health First Aiders.

· Health care plan (dependent on length of service)

· Dog-friendly office

· In-person and remote social events throughout the year

About Us

The power and benefits of great financial advice are unquestionable. Twenty7tec, through our Velocity platform, is committed to designing and building exceptional technology, that supports mortgage, protection, and wealth advisers in delivering exceptional client outcomes.

Our technology is used by advisers, lenders, product providers, and financial institutions to underpin the effective delivery of financial advice to millions of consumers in the UK. On a daily basis, over 16,000 mortgage, protection and wealth advisers utilise our Velocity platform.

Twenty7tec is rated “Very Good to Work For” by Best Companies, is in the Top 50 Technology Sector companies, and Top 75 in the South West region.

Twenty7tec is a diverse employer, and we understand that everyone is unique. If you require additional information or reasonable adjustments to help you with your application or interview, we would be very happy to assist. If your application is successful and you are invited to an interview, we will provide you with an information sheet giving insight into our interview process, so you know what to expect.

Recruitment Process

Applications for this role may require a short online assessment to establish competency in certain skill areas.

If your application is successful, you will be invited to a short telephone screening call with a member of our HR team. This is an informal conversation to find out a little more about you and your expectations ahead of potentially moving on to a formal interview.

If you are invited to an interview, this may be carried out at our Bournemouth office, or online via a video call depending on your location. Interviews are conducted with the line manager for this role. A second interview may be required depending on the specific job role and may be attended by a member of senior management where required. Don’t worry though, we’re all very friendly!

Job Type: Full-time

Salary: £28,000.00-£32,000.00 per year


  • Casual dress
  • Company events
  • Company pension
  • Cycle to work scheme
  • Gym membership
  • Private medical insurance
  • Referral programme
  • Wellness programme


  • Monday to Friday

Supplemental pay types:

  • Performance bonus

Ability to commute/relocate:

  • Bournemouth: reliably commute or plan to relocate before starting work (required)


  • GCSE or equivalent (required)


  • online training: 1 year (required)

Work Location: Hybrid remote in Bournemouth

Client Onboarding Trainer
Bournemouth, United Kingdom
Unknown / Non-Applicable
Company - Private
Software Development
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