Financial Planning Operations Trainer - Hybrid Onsite/Remote in Southampton

Financial Planning Operations Trainer - Hybrid Onsite/Remote in Southampton

Southampton Full-Time On-site
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Saltus is seeking a Financial Planning Operations Trainer to join on a hybrid pattern, three days on site in the UK. The role involves onboarding and training advisers, paraplanners and support staff, delivering both live and remote sessions, and integrating processes after acquisitions.

You’ll lead system training for core financial planning tools, document procedures, and assess post-training competence while partnering with the Advice Quality Team on approvals.

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Financial Planning Operations Trainer - Hybrid Onsite/Remote in Southampton employer: ReQuire Consultancy LTD

ReQuire Consultancy offers an exceptional working environment for HR professionals in Salisbury, characterised by genuine flexibility and a supportive culture. With the opportunity to work part-time and from home, employees can achieve a healthy work-life balance while playing a pivotal role in shaping the organisation's people agenda. The company values trust and communication, ensuring that you can influence and develop the HR function without the constraints of a rigid corporate structure.

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Contact Details:

ReQuire Consultancy LTD Recruitment Team