Financial Planning Operations Trainer – Hybrid Onsite/Remote

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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