Trainee Paraplanner Job at IDEX Consulting Ltd (Redditch)

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

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

Bartender

Join one of the UK's leading hospitality businesses as a bartender. In return yo...

Location

United Kingdom , Birmingham

Salary:

12.71 - 14.06 GBP / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Must be over 18 years of age
Great people skills
Excellent organisational and multitasking abilities
Ability to keep a positive attitude in a fast-paced airport environment
Flexibility in hours, airport shifts can start at 3am
Also be able to provide a 5 year work/education/personal reference history and undertake a criminal record check.

Job Responsibility

Create unforgettable guest experiences
From delivering warm welcomes, staying fresh with drink recommendations, preparing the perfect drinks, and maintaining the bar so we are always guest ready
In our busy airports sites teamwork is key, so you'll always step in to support colleagues.

What we offer

Free meals on shift
Up to 30% discount at all our brands with no limit on number of guests
Excellent career opportunities
Duty free discounts excluding alcohol and cigarettes
Access to a great discount platform, saving you money on everyday purchases and so much more
Wagestream platform to access your wages as they are earned
Superb training and development, apprenticeships open to all.

Fulltime

New

Sales Consultant

Join the Ann Summers family for GOOD VIBES ONLY! We're a unique brand that striv...

Location

Ireland , Dublin

Salary:

14.15 EUR / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

real flair for selling
achieving sales targets
currently working in a sales or service led environment

Job Responsibility

build fantastic relationships with retail customers
give expert knowledge

What we offer

50% staff discount
performance related bonus
career opportunities with internal progression development journey
fun in store initiatives
wellness programme

Parttime

New

Hr Records Digitization Project

Robert Half is supporting an organization with a major HR records digitization i...

Location

United States , Muscatine

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong attention to detail and ability to follow structured processes
Tech-savvy, comfortable working within digital systems and file management platforms
High level of professionalism when handling confidential employee data

Job Responsibility

Digitize employee files, including scanning, organizing, and consistently naming documents for electronic storage
Pull employee records from a sunset HRIS system and upload them into new digital employee files
Maintain accuracy and organization across all records
Handle sensitive and confidential information with discretion
Support additional administrative tasks as needed

What we offer

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

New

Project Manager (SC or NPPV3 Cleared)

I'm looking for an experienced SC-cleared Project Manager to join a rapidly grow...

Location

United Kingdom , London

Salary:

50000.00 - 60000.00 GBP / Year

Fynity

Expiration Date

Until further notice

Requirements

Be currently SC Cleared
Strong project management experience in a commercial setting
Excellent communication, leadership, and interpersonal skills
The ability to work independently and as part of a team
A proactive and results-oriented approach
A commitment to lifelong learning

Job Responsibility

Manage projects from start to finish, ensuring they meet client requirements, budget, and deadlines
Build strong relationships with clients and internal teams
Oversee project documentation and reporting
Identify and manage risks effectively
Scope and qualify new project opportunities

Fulltime

Trainee Paraplanner

IDEX Consulting Ltd

Location:
United Kingdom , Redditch

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 26, 2026

Expiration:
July 02, 2026

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