Training Consultant - Mortgages & Life Insurance


Location: Remote - UK/EU only

Job Type: Full time


See yourself being part of a large, transformational change? This could be the role for you!

Who We Are

At Iress, we believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world’s most established financial brands to new and disruptive players, we help improve every aspect of our clients’ businesses so that they can work better, every day.

Iress is one of Australia’s largest technology companies and employs more than 2,300 people across Australia, United Kingdom, South Africa, Canada, New Zealand and Asia.

Role Purpose

We are currently looking for an engaging and proactive Training Consultant to facilitate pro-active support to our clients in the on-boarding of some of our key Sourcing products (The Exchange, Trigold and Xplan Mortgage) with a view to embedding and promoting increased use of services. You will promote a positive experience for our clients in the adoption of our products through provision of on-site training, presentations to user groups and subject matter expertise.

Working closely with the Head of Business Development, Business Development Managers and Account Managers, you’ll nurture the relationships of our Sourcing clients, be a natural at building strong relationships with key internal and external stakeholders as well as ensuring the client sees Iress as a strategic partner essential to the growth of their business.

Your objectives and responsibilities will focus on...

  • Assisting clients with the adoption of Iress products to enable our solutions to support their business needs

  • Preparation and delivery of presentations to clients and user forums

  • Produce and maintain collateral for use during the adoption process

  • Provide initial and ongoing training to our client’s employees on the functionality of the product

  • Log queries and questions received from clients, identify trends and make recommendations to Product & Technology teams based on feedback

  • Support the Key Account Managers in sales presentations/demonstrations and attend roadshows to promote Iress products

To be successful in this role you will…

Have core work experience within Financial Services, in particular Mortgages and/or Life Insurance with exposure to supporting clients and building effective relationships with ease. You will have the natural ability to interpret product features and convey business benefits to all levels.

You will be an excellent team player who can prioritise workloads with a positive, results orientated approach. Communication and presentation skills with the ability to communicate effectively - both written and verbally at all levels is essential.

Why work with us

  • 6 paid days per year to extend your weekends + 25 days annual leave

  • State-of-the-art offices

  • Free on-site gym in our Cheltenham office open 24/7

  • Equity grants for our top 25% performers

  • Annual Profit Share when Iress meets its annual profit targets

  • Casual dress, flexible work policy

  • Access to learning and development programs through Udemy

  • 3 days’ leave per year for charity initiatives

  • Global 36-hour hackathon

  • Generous referral scheme

  • Starting school leave - 8.5 days of leave to assist your kids with the transition to school

  • Life Insurance & Private Medical

  • Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work

Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone’s uniqueness is valued and celebrated.

Our hiring decisions are never based on sexual orientation, race, gender identity, religion, disability, citizenship, marital or family status and age. Even if you feel you don’t meet all of the requirements of the role, we would still like to hear from you!

We’re also proud to be globally recognised as a WORK180 Endorsed Employer that promotes and supports all women in the workplace.

For more information about what we do, our people and values, please visit our website -

Employment Type


Time Type

Full time
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