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

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

Location

United Kingdom , Brighton

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

Software Engineer

Join NTT DATA as a Software Engineer, where you will leverage your expertise in ...

Location

India , Bangalore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

5+ years of hands-on experience delivering Salesforce Consumer Goods Cloud solutions
Strong understanding of Retail Execution processes including visit planning, task execution, asset management, and in‑store activities
Expertise in CG Cloud mobile app, including offline capability and field execution workflows
Experience implementing Retail Visit Schedulers, Survey Builder, Perfect Store KPIs, and Route Optimization
Ability to design and optimize product hierarchies, assortments, promotions, and trade spend workflows
Hands-on experience integrating CG Cloud with ERP, DMS, TPM, OMS, and analytics platforms
Experience working with FMCG/CPG clients across sales, merchandising, distribution, and retail operations
Industry experience in the Consumer Goods sector is highly preferred to enable accurate mapping of business needs to Salesforce capabilities

Job Responsibility

Create, own, and maintain technical documentation related to the project
Implement a defined approach for frameworks, technologies, and toolsets to be used during the implementation of the solution design
Prepare and lead Technical Demonstrations with key stakeholders for small to medium-complexity projects
Participate in NTT DATA added value activities outside regular client work
Complete mandatory training and maintain certification level
Identify and raise potential risks to a project and suggest, where possible, mitigation strategies
Coach and mentor Functional Consultants through technical doubts to ensure quality completion of their tasks by or before their due dates and maintain the overall integrity of the solution
Work with key stakeholders to communicate and manage design changes, backlog management, and sprint planning to ensure all tasks can be completed during a given sprint for small to medium-complexity projects
Develop code for high-complexity technical design notes complying with coding standards, perform unit testing, and actively manage assigned tasks to ensure quality completion by or before their due dates
Create POCs and perform impact analysis to ensure technical design notes are complete and meet the requirements for the proposed solution

New

Principal Software Engineer

Azure High Performance Computing and AI Platform (HPC/AI) group is the team behi...

Location

United States , Multiple Locations

Salary:

139900.00 - 274800.00 USD / Year

Microsoft Corporation

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Computer Science or related technical field AND 6+ years technical engineering experience with coding in languages including, but not limited to, C, C++, C#, Java, JavaScript, or Python
OR equivalent experience.
Ability to meet Microsoft, customer and/or government security screening requirements are required for this role. These requirements include, but are not limited to the following specialized security screenings: Microsoft Cloud Background Check: This position will be required to pass the Microsoft Cloud Background Check upon hire/transfer and every two years thereafter.

Job Responsibility

Willing to dive deeply into any level or layer of a problem.
Willing to learn emerging technologies, from hardware to software. Evaluate and make recommendations that advance Azure infrastructure for AI and other GPU-based workloads.
Leads by example within the team by producing extensible and maintainable. Optimizes, debugs, refactors, and reuses code to improve performance and maintainability, effectiveness, and return on investment (ROI). Applies metrics to drive the quality and stability of code, as well as appropriate coding patterns and best practices.
Maintains communication with key partners across the Microsoft ecosystem of engineers. Acts as a key contact for leadership to ensure alignment with partners' expectations. Considers partner teams across organizations and their end goals for products to drive and achieve desirable user experiences and fitting dynamic needs of partners/customers through product development.

Fulltime

New

Childrens Support Worker

Amisfield House caters for children and young people who have autism, severe and...

Location

United Kingdom , Halifax

Salary:

26742.81 - 28107.44 GBP / Year

Young Foundations Ltd

Expiration Date

Until further notice

Requirements

Bucketfuls of empathy
A caring and supportive nature
Patience and listening skills
A passion for helping young people thrive
Compassion, resilience, and commitment to making a real difference
Calm, caring, and reliable presence
Adaptable, proactive, and willing to go the extra mile
Believe in teamwork
Take pride in your work

Job Responsibility

Putting the needs of children and young people first
Helping young people at a crucial stage of their lives
Providing encouragement, structure, and positive role modelling to young people with complex needs, both at home and out in the community
Supporting children and young people to develop a wide range of skills, such as communication, social and independence skills

What we offer

Fully funded qualifications, including Level 3/4 Health & Social Care and a Therapeutic Childcare degree
A salary sacrifice scheme
Enhanced annual leave
Access to wellbeing support
A supportive team culture
Ongoing on-the-job training
Clear routes to progress into senior roles

Fulltime

New

Assistant Security and Safety Manager - Overnight

Assists in the management of the daily functions of the department to provide pr...

Location

United States

Salary:

28.35 - 36.06 USD / Hour

Marriott Bonvoy

Expiration Date

March 24, 2026

Requirements

High school diploma or GED
3 years experience in the security/loss prevention or related professional area
OR Bachelor’s degree from an accredited university in Criminal Justice or related major
1 year experience in the security/loss prevention or related professional area

Job Responsibility

Assists in the management of the daily functions of the department to provide protection of property assets, employees, guests and property
Maintains logs, certifications and documents required by law and Standard Operating Procedures
Assists in the training of staff in established emergency procedures and implements accident and fire prevention procedures
Promotes guest and employee satisfaction while achieving the operating budget
Assists in conducting hazard and risk assessments at the property to include quarterly OSHA/SAFETY audits, incident tracking, and the hazard abatement process
Complies with applicable federal, state and local law and safety regulations
Supervises and reviews initial incident investigations and promote a timely responses for all reported incidents
Follows proper key control guidelines in loss prevention and in the property
Assists with promotion and implementation of accident and fire prevention procedures
Incorporates into patrols, which encompass all areas of the property's interior and exterior, an inspection tour of recording system

What we offer

Relocation Assistance Available

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

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Trainee Paraplanner