Salesforce Systems Trainer

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns – it’s about helping people feel confident in their decisions and supported in their future. We don’t just manage money, we guide people through life’s big moments, helping them stay on track and focus on what matters most.

We’re proud to be one of the UK’s leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We’re a FTSE 250 company with national reach and a local feel – and we’re growing.
*As of June 2025

Role Title: Salesforce Systems Trainer

Division: Talent, Performance & Learning

Location: London

Contract: 7 months fixed term contract

Hiring Manager: Clarissa Walton

Working pattern: Hybrid

About the Role

 To support the delivery of Salesforce training to front office and back-office end users. This role involves working closely with the change management team and key business stakeholders to support the creation, design and delivery of systems training to end-users, ensuring they are engaging, effective, well maintained and always up to date with Rathbones’ processes & procedures.

What you’ll be responsible for

• Applying creativity to build and continually improve the learning content design, enabling core messages to be delivered in an engaging and interactive way, taking into account the hybrid working model that is in place during the training delivery
• Deliver effective training sessions accommodating various learning styles, and behaviours
• Apply flexibility and clarity when presenting challenging topics
• Amend and revise training materials as needed
• Work with Champions and other team members to ensure consistent and cohesive delivery of key messages
• Provide floorwalking and additional training support, for example drop-in clinics post live implementation, for a flexible blend of face to face and remote support
• Conduct evaluation and reporting of training progress and confidence levels to carry out daily activities on Salesforce.

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Deep experience in building and training Salesforce in a complex environment
• Experience of working in Wealth Management firms
• Experience in defining training approaches, and delivery of training materials both face to face and in a virtual environment
• Financial services knowledge, understanding of the core processes that the firm are involved in
• Experience in working with large change transformational projects
• A level (or equivalent) qualification – with a good standard of English & Maths
• TAP (or similar) qualified is desirable
• Experience in training design, delivery, evaluating and reporting on the success of the training  
• Able to use Microsoft 365 suite including co-pilot & In App guidance to support users in the flow of work.
• Ideally conversant with using Articulate Storyline and Camtasia
• Will need to be flexible for travel, and willing to travel to local offices to support investment management teams post go live
• Adapt to work within a hybrid working environment (minimum 2-3 days in London office)

Behaviours

• Creative – able to take ideas and concepts and deliver these in an engaging way.  Being able to take traditional and/or repetitive topics and find alternative ways to convey that message, balanced with a good attention to detail.
• Team orientated – be able to work in a mixed delivery team, showing support for the process and change in hand
• Good planning / well organised - Plans and prepares schedules of work and tasks that deliver to agreed milestones; including tracking of the progress against these milestones and identifying risks and issues to delivery as they arise. Able to work at pace and with agility aligned to Rathbones values.
• Communication skills – able to show a range of communication methods and styles in the classroom, remotely and day to day.  Promote best practice.
• Flexible – will be able to adapt and change as needed, sometimes at short notice.

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance  - 8 x salary
• Income protection – 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays – purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you 

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones’ and Armed Forces. 
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Disability Confident Employer (level 2) under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via recruit@rathbones.com to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing — for our clients, our colleagues and the communities we’re part of.

Our values shape how we work:
- We aim high
- We get it done
- We show we care
- We do the right thing

These aren’t just words on a wall. They guide how we treat each other, how we make decisions and how we build relationships that last.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don’t miss out.