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The Personal Advice Desk (PAD) is the team responsible for the delivery of our Select proposition, a fully functioning component of Saltus Financial Planning. PAD facilitates the management of our smaller clients, typically those with investible assets less than £250,000. The team consists of two...

Ad-hoc Data Analysis, provide ad-hoc data support and insights as required * Manage SharePoint, Apps, and BI access requests and updates * Coordinate the setup of new materials and yearly trade price ...

Additionally, you will manage various ad hoc projects, overseeing them from concept to completion, ensuring their successful delivery. Main Duties * Represent company at various Sub-Group meetings

... ad-hoc training, supervisions, and appraisals on staff recordsOffer guidance on staff development opportunities including signposting to Apprenticeships and qualifications NEED TO HAVEExperience in a ...