Trainee Paraplanner Job at IDEX Consulting Ltd (Brighton)

Finance Administrator / Trainee Paraplanner

An exciting opportunity has opened up for a motivated and detail-driven individu...

Location

United Kingdom , Edinburgh

Salary:

23000.00 - 26000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Confident, professional, and comfortable liaising with clients and external partners
Organised, detail-oriented, and thrives under pressure
A strong communicator with a knack for discretion and confidentiality
IT-proficient, numerically sharp, and ready to solve problems proactively

Job Responsibility

Supporting Financial Advisers with top-tier administrative and paraplanning assistance
Preparing key client documentation-think reports, valuations, illustrations, and quotes
Processing new business paperwork, ensuring accuracy and compliance with quality standards
Responding to client and third-party queries with professionalism and efficiency

What we offer

Hybrid working model
Supportive and collaborative team culture
Clear pathways for professional growth and development

Fulltime

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 Paraplanner

An award winning financial planning practice are looking to add a Trainee Parapl...

Location

United Kingdom , Hove

Salary:

28000.00 - 35000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

April 19, 2026

Requirements

Currently an experienced Financial Planning Administrator or Trainee Paraplanner

Job Responsibility

Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements
Updating the back-office system with the new business and uploading all relevant documents
Working with a number of provider platforms - to add expectations for new monies in
Processing Switches
Purchasing and selling of funds
Paying out ad hoc income requests
Annual Client Review Reports
Supporting Advisers in collating information/documents in preparation for meetings
Ad hoc Projects

What we offer

benefits package
excellent training
full support to acquire industry qualifications
extremely friendly and supportive environment
personal and professional development is actively encouraged

Fulltime

New

Trainee Financial Planning Administrator

This position is based in the busy financial planning department of our office a...

Location

United Kingdom , Bury St Edmunds

Salary:

Not provided

Churchgate Accountants

Expiration Date

Until further notice

Requirements

Have (or be predicted) good exam results at A level or equivalent
Excellent organisational ability and a good eye for detail
Be interested in pursuing a career in the financial services industry
Strong interpersonal skills, be able to build good working relationships and an excellent team player
The ability to deliver excellent service to clients both in person and over telephone and via email
Strong communication skills to liaise with both client and providers are essential
The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required
Be able to work well under pressure, managing a varied workload whilst remaining organised and focused
Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving
Excellent computer skills, particularly using Microsoft Office

Job Responsibility

Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents
Maintaining accurate client information on the firm’s software systems, such as CCH, XPLAN and investment platforms
Assisting with the onboarding of new clients and supporting the servicing of existing clients
Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings
Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees
Assisting with the preparation of annual portfolio review packs for clients
Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems
Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations
Assisting with mortgage administration, liaising with clients and mortgage providers where necessary
Working alongside and being supported by the Operations Manager, including receiving training on systems and processes

What we offer

A competitive salary
A minimum of 22 days holiday (excluding bank holidays)
Birthday Leave
Holiday purchase/sale scheme
Matching employer pension contributions up to 6% of salary
Salary sacrifice available for pension contributions
Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age
Death in service benefit (4 x basic salary)
Private health insurance – individual cover paid for
Paid study leave

Fulltime

New

Accounts Payable Lead

We are looking for an experienced Accounts Payable Lead with over 10 years of ex...

Location

United States , San Mateo

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 10 years of experience in accounts payable or a related financial role
Proficiency in NetSuite and other financial systems
Strong knowledge of financial statement audits and account reconciliation
Excellent problem-solving skills and attention to detail
Ability to manage multiple priorities and work within tight deadlines
Strong communication and leadership abilities

Job Responsibility

Lead the accounts payable function, ensuring accuracy and timeliness in vendor payments
Develop and implement best practices for procure-to-pay processes to enhance efficiency and control
Perform detailed account reconciliations to maintain accurate financial records
Collaborate with internal teams to support audits and ensure compliance with financial regulations
Utilize NetSuite and other financial systems to manage workflows effectively
Analyze current processes and identify opportunities for improvement
Oversee the resolution of payment discrepancies and vendor inquiries promptly
Maintain strong relationships with vendors, ensuring clear communication and adherence to payment terms
Provide guidance and leadership to the accounts payable team
Monitor key metrics and prepare reports to track performance and progress

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Workday Reporting Analyst

Robert Half Management Resources is looking for a highly skilled Workday Reporti...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Extensive experience in Workday reporting, specifically within payroll data structures such as earnings, deductions, and retro calculations
Advanced proficiency in building calculated fields and navigating Workday’s Business Object Model
Strong understanding of payroll compliance, audit controls, and regulatory standards
Familiarity with integrating data feeds to external systems, including financial tools and benefits platforms
Proven ability to manage multiple requests and communicate priorities effectively with stakeholders
Expertise in validation testing and data reconciliation for enterprise payroll systems
Solid background in business analysis and systems integration related to Workday
Exceptional attention to detail and analytical skills for managing large-scale data sets

Job Responsibility

Develop and maintain a variety of advanced Workday reports, including matrix, composite, trending, and calculated fields
Collaborate with stakeholders to gather requirements and translate business needs into detailed technical specifications
Conduct thorough data validation and reconciliation to ensure the accuracy of payroll reports and compliance with financial records
Optimize report performance by troubleshooting and fine-tuning parameters for efficiency
Ensure sensitive payroll data adheres to security standards and governance policies within Workday
Create and document clear user guides, testing procedures, and logic definitions for internal teams and audits
Support outbound data integrations to financial systems, third-party vendors, and business intelligence platforms
Perform audits and validations to confirm compliance with statutory payroll reporting requirements
Work closely with cross-functional teams to prioritize and manage reporting requests based on business impact

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Talent acquisition & HR development intern

This role is important to develop our employer brand towards students and school...

Location

France , Paris

Salary:

Not provided

Deezer

Expiration Date

Until further notice

Requirements

A HR or Business Master
Fluent in French and in English (Portuguese is a +)
Active listening, curiosity and ability to think out of the box
Team player, self-starter rigorous and organized
Interested in discovering all the aspects of talent development, acquisition
At ease with project management processes and methodologies

Job Responsibility

Structure and lead a full recruitment cycle for interns and apprentices for business and tech functions and ensure the best candidate experience
Contribute to the definition of our Campus Management Strategy, and then actively contribute to it
Animate the internal interns/apprentice community at Deezer
Contribute to Competencies framework project and DEI plans initiatives and follow up
Develop new employer branding actions, leveraging our communities and talent pools
Ad hoc contribution to other talent team projects or talent event organisation

What we offer

A Deezer premium family account for free
Access to gym classes
Join over 70 Deezer Communities to connect beyond your day-to-day work
Deezer parties several times a year and drinks every thursday
Allowance for sports, travelling and culture
Meal vouchers
Mental health and well-being support from Moka.Care
Great offices always located in dynamic and attractive districts
Hybrid remote work policy

Fulltime

New

HR/Payroll Coordinator

We are looking for an organized and detail-oriented HR/Payroll Coordinator to jo...

Location

United States , Dallas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience managing full-cycle payroll for 50-100 employees
Familiarity with multi-state payroll processes and compliance regulations
Strong knowledge of employee relations, onboarding practices, and HR functions
Hands-on experience with 401K administration and year-end reporting
Expertise in benefits administration, including open enrollment processes
Ability to manage payroll deductions and garnishments accurately
Solid organizational and time-management skills to handle multiple tasks and deadlines
Excellent communication skills to collaborate effectively across departments

Job Responsibility

Manage payroll processes for employees, ensuring accuracy and compliance with multi-state regulations
Support recruitment efforts, including screening candidates and coordinating onboarding for new team members
Administer employee benefit programs, including open enrollment and annual renewals
Process monthly commission payments and assist with customer and vendor rebate administration
Coordinate the administration of the company’s 401K plan, including year-end reporting and filings
Oversee corporate certifications, including filing and renewals, to ensure compliance
Handle commercial liability and auto insurance policies, including renewals and updates
Generate and manage monthly, quarterly, and annual payroll reports for internal use and regulatory compliance
Assist with special projects and provide support to various departments as needed
Monitor task lists to ensure timely completion of monthly, quarterly, and yearly assignments

What we offer

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

Trainee Paraplanner

IDEX Consulting Ltd

Location:
United Kingdom , Brighton

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 11, 2026

Expiration:
April 19, 2026

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