The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
You will communicate effectively both internally and externally to build relationships with customers and contribute to delivery of supply chain projects.
You will investigate and resolve queries, maintain customer master data and sales conditions to ensure high levels of customer service is met.
As Customer Services Representative you are responsible to support effective supply chain management through customer order management.
Deliver a range of learning programs and initiatives and ensuring effective delivery.
General
Job: L&D Trainer
Our client is looking for an experienced L&D professional who will be responsible for providing training to the customer service team, providing refresher training and inductions for new starters.