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

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

New

Supervisor - Tills

Excitingly, we are now looking for a talented Supervisor to join our Lower Groun...

Location

United Kingdom , London

Salary:

Not provided

Fortnum & Mason

Expiration Date

Until further notice

Requirements

Already be in a similar role within the retail industry
Possess experience working within a fast-paced, luxury environment
Demonstrate your proven ability to deliver excellent customer service
Be fully flexible to work varying shifts including weekends
Have superb communication skills as you will be working with a number of departments

Job Responsibility

Provide exceptional and personalised luxury customer service
Lead our close knit retail team
Offer guidance, and share responsibility for the floor’s day-to-day operations
Assist in motivating and coaching the team to ensure they all deliver world-class customer service consistently
Confidently guide a diverse team of sales staff

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

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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