Birmingham, England, United Kingdom Hybrid / WFH Options
Elevate
and other coaches to evaluate and assess the client due diligence and conflicts technical skills in the teams, conducting regular technical training needs and gapanalysis, ensuring that any quality checking issues identified are incorporated into the gapanalysis and followed through with any team wide more »
the new process in NetSuite by working with multiple stakeholders like Business Users, C-level executives, leads, technical team and integration team. Perform functional gapanalysis and providing technical solutions and steer for critical system design. Participate with multiple stakeholders to finalise the data migration strategies. Co-ordinate more »
Birmingham, West Midlands, West Midlands (County), United Kingdom Hybrid / WFH Options
Experis
global sales onboarding and training programs and processes, using relevant mediums to fit the audience and content. Constantly re-evaluate training needs, conduct skills gap analyses, and develop learning paths to improve our sales execution and reduce ramp up time for new hires. Build internal processes, documents and battle … drive complex cross-functional projects end to end to completion and clearly articulate progress to senior leaders. Strong analytical skills, ability to use data analysis to proactively derive insights and support fact-based decision making. Be able to demonstrate strong communication skills to ensure understanding of complex concepts simply more »
firm. In this role, you will provide crucial support to a Financial Planner, focusing on the technical aspects of client meetings, including review completion, analysis, opportunity identification, and suitability report composition. A comprehensive understanding of pre and post-retirement planning, investments, and taxation is paramount for success in this … role. Key Responsibilities as a Technical Sales Support: Effectively articulate and fulfill the Financial Planner's requirements through thorough questioning and comprehension. Conduct gap analyses and analyse information on clients' existing financial arrangements. Research products in line with Financial Planner guidelines, client circumstances, and objectives to support recommendations. Prepare more »