Trainee Paraplanner Job at IDEX Consulting Ltd (Hove)

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

A top-rated, client-focused financial planning firm is seeking a Trainee Parapla...

Location

United Kingdom , Redditch

Salary:

37000.00 - 40000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

July 02, 2026

Requirements

Strong attention to detail and organisational skills
Confident communicator with a professional approach
Keen interest in financial planning and wealth management
Previous financial services or administrative experience is beneficial but not essential
Motivated to learn and develop technical expertise

Job Responsibility

Support Financial Advisers with research, analysis, and report preparation
Assist in suitability, protection, and annual review reports
Gather and analyse client financial information
Liaise with pension, investment, and insurance providers
Maintain accurate client records and back-office systems
Support ongoing client servicing

What we offer

35-hour working week with early finish on Fridays
26 days holiday plus bank holidays and holiday purchase scheme
Contributory pension and death-in-service benefit
Ongoing professional development support, including funding towards Diploma exams

Fulltime

Independent Financial Adviser

My client is currently looking for an experienced or Trainee Financial Adviser t...

Location

United Kingdom , Penrith

Salary:

50000.00 - 70000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

July 30, 2026

Requirements

A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions
A history of delivering quality, fee based advice or experience of working as a Paraplanner looking to take the next step
Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status
Able and willing to travel regionally to accommodate client facing appointments

Job Responsibility

Take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice
As a Trainee Financial Adviser you will be fully supported and shadow an experienced Adviser until ready to take on a portfolio of clients
You will be supported with an established and growing business development, marketing and operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region

What we offer

Competitive starting salary, bonus structure and package
Flexible working, with structured career and professional development initiatives

Fulltime

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

Dental Nurse

Join Our Team at New Lodge Dental Practice – Oxted, Surrey. Are you an experienc...

Location

United Kingdom , Oxted

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

GDC-registered Dental Nurse (or a trainee enrolled on a course with solid chairside experience)
Friendly, approachable, and a real team player
Comfortable in a busy practice and eager to learn
Keen to expand your knowledge in more complex treatments

Job Responsibility

Work alongside an experienced dentist as well as an implantologist and oral surgeon
Support your training in implantology and oral surgery if needed

What we offer

Competitive Pay
Birthday Off (Paid!)
Free Parking
Modern, Bright Practice
Supportive Team
Specialist Experience
Referral Bonus
Uniform Provided
Discretionary Dental Care
Team socials and activities

Parttime

New

Advanced Pharmacy Technician, Back End

We’re building a world of health around every individual — shaping a more connec...

Location

United States , Spartanburg

Salary:

17.00 - 28.46 USD / Hour

CVS Health

Expiration Date

June 28, 2026

Requirements

Certification/licensed/registered pharmacy technician or as required by state law
One (1) or more years of experience as a pharmacy technician or equivalent experience

Job Responsibility

Partnering with function supervisor to coordinate workflow for assigned areas that prepare and process medications
Rotating and working in various assigned pharmacy workstations including Packaging, Staging, Returns, Receiving, Narcotics, IV, Ekit, Compounding, Omnicell Cycle Fill, Machine Packaging
Receiving product deliveries, pull and stage product for distribution, rotate stock, and coordinate activities with drivers to ensure shipments are accurate and deliveries are timely
Performing physical inventories of medication

What we offer

Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
Benefit solutions including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access

Fulltime

New

Java Developer For Trading (Securities Lending) - Vice President

The Equity Finance Technology team are seeking a highly motivated software engin...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience in Apps Development or systems analysis role
Extensive experience system analysis and in programming of software applications
Experience in managing and implementing successful projects
Subject Matter Expert (SME) in at least one area of Applications Development
Ability to adjust priorities quickly as circumstances dictate
Extensive development experience
Technical skills in Java, Kafka, SQL, Git
Experience in performing QA, TDD and BDD practices
Proven ability to work in high pressure environment
Flexibility to work with a global team, across geographies and time zones

Job Responsibility

Resolve variety of high impact problems/projects through in-depth evaluation of complex business processes, system processes, and industry standards
Provide expertise in area and advanced knowledge of applications programming and ensure application design adheres to the overall architecture blueprint
Utilise advanced knowledge of system flow and develop standards for coding, testing, debugging, and implementation
Develop comprehensive knowledge of how areas of business, such as architecture and infrastructure, integrate to accomplish business goals
Provide in-depth analysis with interpretive thinking to define issues and develop innovative solutions
Serve as adviser or coach to mid-level developers and analysts, allocating work as necessary
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Trainee Paraplanner

IDEX Consulting Ltd

Location:
United Kingdom , Hove

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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