2 remote jobs

• Important: Please mention Financial Planning Jobs and reference number when applying for this role •  Job Title:  Paraplanner Industry:  Financial Services Location:  Taunton, Somerset Salary:  £25,000 – £30,000+ Reference Number:  14789 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Taunton to join a Chartered Wealth Management Firm. This is an opportunity for someone with experience to secure a new position. The firm is going through a phase of growth and as a result of recent acquisitions and new advisers, they’re looking for an experienced paraplanner to from home. They offer an excellent salary alongside great benefits and are committed to ensuring your success within the industry. Your duties will include but not be limited to: Report writing Fact-finding Client Service/ Review – first contact for clients with...

Overview of Role We are seeking a Training and Implementation Manager to take responsibility for the onboarding and training of new and existing clients. The role will be done from any location but we will expect the incumbent to visit the office once per week as and when the Covid situation allows for this. The role covers 3 main processes; Onboarding – you will be the project lead on new customer implementations from start to finish, working to, but always looking for ways to enhance, the Company’s tried and tested onboarding process. Training - you will be responsible for both the delivery and design of the training programme offered to new and existing clients – ensuring that the Company’s training methods and materials provide for the best possible use and adoption of Fastrak amongst the Company’s clients. Support - you will proactively reach out to customers to drive increased engagement and offer insights and guidance. You'll also work on our help resources -...