Trainee Financial Advisor Job at IDEX Consulting Ltd (Bristol)

Entry Level Financial Advisor

Are you ready to kickstart your career in the exciting world of Financial Servic...

Location

United Kingdom , Colchester

Salary:

28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A or B in GCSE Maths is essential
Strong A Levels or a graduate
CII Financial Adviser Exam or exams are ideal, but not mandatory

Job Responsibility

Conducting thorough research on Pension, Investment, and Protection options
Preparing Discussion Documents for Financial Adviser Meetings
Managing the Pre-Submission Process efficiently
Crafting detailed Suitability Reports
Arranging the Advisor's diary and arranging annual reviews
Running the Advisor back-office system
Welcoming clients and ensuring a positive experience during Adviser meetings
Point of contact for the clients on behalf of the Advisor

What we offer

Opportunities for professional development and progression including sponsorship for financial services related qualifications
A supportive and friendly team environment
A comprehensive benefits package, including pension plans
Pay rises for each financial services related exam passed

Fulltime

Trainee Mortgage Advisor

This is a rare chance to completely transform your professional future. Join an ...

Location

United Kingdom , Taunton

Salary:

42000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A proven track record in a professional or customer-facing role
Outstanding communication skills - both written and verbal
A strong educational background
A passion for personal growth and a hunger for success

Job Responsibility

Engage in a comprehensive training programme with mentorship from experienced advisors
Study for and achieve industry-recognised qualifications
Support lead generation by connecting with potential clients and understanding their needs
Build strong relationships with clients and colleagues alike

What we offer

Structured Training Programme with full qualification support
Modern, Luxurious Offices with on-site gym, showers, and stylish staff lounge
Free Fruit Baskets, widescreen TV, and comfy breakout areas
Generous Holiday Allowance
Access to Bupa Healthcare Plan
Uncapped Earning Potential once qualified

Fulltime

Trainee, Energy & Infrastructure

Trainee program is one year to begin with and possible for extension up to 2 yea...

Location

Hong Kong , HONG KONG

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor / Master Degree in Business Administration, Finance or relevant discipline with less than 12 months of full-time experiences
Strong analytical skills and sensitive to numbers
Ability to deal with multi tasks and multiple deadlines, work within a dynamic and evolving environment, productively manage stress
Task management skills, initiative, effectiveness, leading to bank profitability and client satisfaction in the execution of mandates
Strong interpersonal, presentation and influencing skills
Financial modelling under Excel
Excellent written and spoken English

Job Responsibility

Assistance to senior team members in the origination of new business
Execution of mandates in the respective business lines in the capacity of financial advisor, arranger, underwriter or other roles (agent, etc.) throughout the Asia region
Financial analysis, research and modelling in the execution of mandates (arranging or advisory)
Research, marketing and the preparation of proposals or presentations to prospective clients
Support to Portfolio Manager in terms of preparing waiver requests and annual reviews
Generally, assistance to the EIG Asia team in all commercial, execution, marketing and reporting / budgeting functions

Fulltime

Trainee Customer Service Advisor

This is a really exciting, entry level, customer service job in Worcester. Worki...

Location

United Kingdom , Worcester

Salary:

24000.00 GBP / Year

Foxtons

Expiration Date

Until further notice

Requirements

No previous experience required
Desire to learn
Ability to provide an excellent level of customer service

Job Responsibility

Provide a single point of contact for landlords and tenants
Provide professional advice and assistance to clients
Help every tenancy under your care to progress seamlessly
Deliver expert advice on all aspects of the tenancy, including financial, rental and legal matters
Organise maintenance projects
Act as a source of knowledge for key clients and local offices

What we offer

Meaningful career progression based on performance, knowledge and attitude
Equity, Diversity and Inclusivity networks with Foxtons-funded social events
Unrivalled training and upskilling opportunities throughout your career
One paid work day a year to volunteer for a charity of your choice
Wellbeing package including enhanced sick pay, free confidential counselling helpline, Mental Health First Aiders, access to a coaching platform
Enhanced parental policies, including generous shared parental leave
Pension scheme
Free onsite parking
Industry-leading technology and top-tier training
Help to become ARLA qualified

Fulltime

Lung cancer MAS team lead

Acts as a line manager leading a team of MAS. Shapes the local strategy and ensu...

Location

Japan , Tokyo

Salary:

Not provided

Pfizer

Expiration Date

Until further notice

Requirements

Minimum requirement: 4-year university undergraduate degree AND master’s degree in life science, or Pharmacists >4-year university graduates with pharmacist license and master’s degree or equivalent life science research experience, or >6–year university graduates with pharmacist license, or Nurses with a master’s degree, or Veterinarians, or Dentists, or MDs
Preferred: MD (clinical experience, board certification preferred), or PhD in Life Science
Experience in the pharmaceutical industry, preferably as a Medical/Scientific Advisor, MSL, team lead, and/or clinical experience with direct patient care and/or professional experience in the pharmaceutical industry in relevant areas
MA/DJ experience and / or research experience preferred
Scientific publication
Strategic Thinking: Ability to consider the direction of Medical from a mid-to-long-term perspective and formulate strategies as a manager at Pfizer
Communication Skills: Ability to conduct clear and efficient communication, including with other departments, and convey information accurately and logically
Decision-Making Ability: Ability and responsibility to make quick and effective decisions even in situations where there is no clear answer
Leadership: Ability to influence teams and departments and drive them towards achieving organizational goals
Financial Skills: Ability to manage budgets and execute actions reliably and on schedule

Job Responsibility

Acts as a line manager leading a team of MAS
Shapes the local strategy and ensures the delivery of scientific-medical expertise and exchange with KOLs in the assigned therapeutic area
Lead the Pfizer Japan medical scientific point of contact for HCPs, medical societies, regulators, academia and other external stakeholders
Play a central role as a scientific and medical leader who can identify unmet medical needs(UMRs), drive the building and executing medical plans and oversee establishment of clinical evidence
Demonstrate medical and scientific leadership and expertise
Ensure and oversee the highest scientific standards during in / external activities to provide deep medical and scientific expertise
Lead development of local medical plan aligned with global medical plan to address local UMRs and fill data gaps, and manage implementation of local medical strategies and life cycle clinical plans for inline and pipeline medicines / vaccines
Direct and supervise providing and exchanging medical/scientific information for/from medical facilities in the assigned area and external stakeholders and make strategic decisions on medical strategies for assigned products
Drive and monitor heightened understanding of the burden of disease in the assigned therapeutic area and medical attributes of our products to enhance the safe and efficacious use
Lead achievement of department/team goals, and/or manage cross-organizational projects, providing guidance and accountability for results

Fulltime

New

Member Services Representative

We are looking for a Member Services Representative to join our team in Carmel, ...

Location

United States , Carmel

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proficiency in Microsoft Word and Excel for document and data management
Demonstrated ability to perform data entry at an alpha speed of 6,000 - 8,000 keystrokes per hour
Strong customer service skills with the ability to handle inquiries professionally
Basic office skills, including filing, copying, and organizing documents
Experience managing email communication effectively and professionally
Ability to work efficiently in a fast-paced environment while maintaining accuracy
Strong organizational skills and attention to detail
Flexibility to adapt to interruptions and shifting priorities

Job Responsibility

Perform accurate and efficient data entry tasks to support member services operations
Handle interruptions while maintaining focus on completing tasks effectively
Ensure all member-related information is entered and updated with speed and precision
Provide excellent customer service by addressing inquiries and resolving issues promptly
Utilize Microsoft Word and Excel to create, edit, and manage documents and spreadsheets
Manage office tasks such as filing, copying, and organizing records
Communicate via email professionally to respond to member needs and collaborate with team members
Maintain a high level of productivity while adhering to quality standards
Support team operations by assisting with various administrative duties as needed

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Fulltime

New

Sales Associate - Jewellery

Bring sparkle to every moment at Fortnum & Mason. We are looking for an exceptio...

Location

United Kingdom , London

Salary:

Not provided

Fortnum & Mason

Expiration Date

Until further notice

Requirements

Have a genuine passion for jewellery and luxury retail
Bring previous experience from a similar customer‑facing role
Take pride in creating moments of joy for every customer
Are eager to learn our range inside‑out and develop deep product expertise
Enjoy working as part of a vibrant, supportive, and dynamic team
Full availability to work any day of the week, including weekends, on a rotating rota

Job Responsibility

Create exceptional customer experiences through genuine, personalised service
Maintain immaculate product presentation and stock levels
Work collaboratively to achieve departmental KPIs
Use your product knowledge to inspire and excite customers
Bring confidence, curiosity, and a friendly, engaging presence to the shop floor

What we offer

Competitive hourly rate + paid overtime
Discretionary annual bonus (up to 5% of salary)
Up to 40% store and restaurant discounts
Subsidised staff restaurant using Fortnum’s ingredients
28 days holiday + a day off for your birthday and 5 extra wellbeing days off
Matched pension scheme and career development opportunities
Annual staff party and incredible gifts after 5 years

Parttime

New

Customer Service Associate

We are seeking a reliable and customer-focused individual to join our team as a ...

Location

United States , Sacramento

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven reliability and punctuality
Strong communication and interpersonal skills
Strong skills in Microsoft Excel and Outlook
Previous customer service experience preferred but not required
Ability to work independently in a fast-paced environment

Job Responsibility

Open the office each morning, ensuring all systems are operational and the workspace is prepared for the day
Handle incoming customer inquiries via phone, email, and in-person, resolving issues promptly and professionally
Assist with administrative tasks such as scheduling appointments, processing payments, and maintaining records
Provide friendly and efficient service to enhance customer satisfaction

What we offer

Medical, vision, dental, and life and disability insurance
Eligible to enroll in company 401(k) plan
Free online training

Parttime

Trainee Financial Advisor

IDEX Consulting Ltd

Location:
United Kingdom , Bristol

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:
January 11, 2026

Expiration:
April 19, 2026

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Trainee Financial Advisor

IDEX Consulting Ltd

Location:United Kingdom , Bristol

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:January 11, 2026

Expiration:April 19, 2026

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Location:
United Kingdom , Bristol

Category:
Finance

Contract Type:
Not provided

Job Posted:
January 11, 2026

Expiration:
April 19, 2026