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

Warehouse Lean Replenishment Part Time 3rd Shift

Join our Staples World Class Supply Chain Team and deliver essential products to...

Location

United States , Portland

Salary:

24.50 USD / Hour

Staples Promotional Products

Expiration Date

Until further notice

Requirements

Minimum three (3) months related experience in a warehouse environment
or any equivalent combination of acceptable training, education, and experience
Ability to pass a drug screen to the extent permissible legally
Basic English language skills (both verbal and written communications)
If you are hired as a Full-Time associate, you must have the ability to work additional hours beyond scheduled shift
additional overtime hours will be required based on business need
Ability to work at heights up to 60 feet or more as needed
An ability to lift, push or pull boxes/merchandise weighing between 70 pounds and 100 pounds by hand
Must wear safety composite shoes
Ability to walk and stand 100% of the time

Job Responsibility

Operate material handling equipment such as forklifts, cherry pickers, turrets, or electric pallet jacks to pick product up to 100 lbs and move product within the warehouse while adhering to safety procedures
General cleaning and basic maintenance duties both inside and outside of the facility
Confirm accuracy of product and work with colleagues to address discrepancies and damages
Manually unload trucks and palletizing products
Match item quantities and descriptions to packing slips on returned items, checking in returned product and tagging it appropriate
Organize, stack, and shrink-wrap customer orders on pallets
Load trucks manually
lifting, lowering, and carrying product.

What we offer

Competitive Pay Rate: $24.50/hour (includes $2.00/hour Shift Differential)
Receive a pair of work shoes after 60 days
Inclusive culture with associate-led Business Resource Groups
112 Hours of PTO and Holiday Schedule (7 observed paid holidays + 1 floating holiday)
Online and Retail Discounts
Company Match 401(k)
Physical and Mental Health Wellness programs

Parttime

New

F&B Service Attendant

Our jobs aren’t just about putting food on the table or serving guests during a ...

Location

Thailand , Bangkok

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

High school diploma or G.E.D. equivalent
At least 1 year of related work experience

Job Responsibility

Set tables and event materials
communicate with the kitchen
interact and serve guests
clean work areas and supplies
follow all company and safety and security policies and procedures
report maintenance needs, accidents, injuries, and unsafe work conditions to manager
complete safety training and certifications
ensure uniform and personal appearance are clean and professional
maintain confidentiality of proprietary information
protect company assets

Fulltime

New

Administrative Assistant

We are looking for an Administrative Assistant to provide dependable operational...

Location

United States , New York

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 3 years of administrative support experience, preferably within healthcare, care management, or a similar regulated environment
Demonstrated ability to perform receptionist duties, including greeting visitors, managing front-desk activity, and handling inbound calls professionally
Strong data entry skills with the ability to maintain accurate records across paper files and electronic systems
Experience working with confidential information and following privacy standards when handling personal or clinical documentation
Proficiency with general office tasks such as filing, scanning, mailing, inventory tracking, and document organization
Ability to manage multiple priorities, stay organized, and maintain attention to detail in a fast-paced setting
Comfortable using computer-based record systems and administrative software to update, review, and maintain client information

Job Responsibility

Organize, update, and maintain client files, including creating new records, archiving closed charts, tracking stored files, and keeping the file room orderly and accessible
Process paperwork by filing hard-copy documents, scanning records, and uploading materials into designated electronic systems with accuracy and timeliness
Manage routine correspondence by preparing and sending client letters and other program-related mailings as requested
Welcome clients, visitors, and other contacts in a courteous manner while maintaining a clean, organized, and inviting reception area
Handle incoming and outgoing phone calls efficiently, directing calls appropriately and providing responsive, service-oriented communication
Enter and update client information in electronic health record platforms, including demographic details, assignments, and progress-related documentation
Review records for completeness and accuracy, ensuring required forms, releases, eligibility support, and insurance information are properly documented
Verify Medicaid coverage, complete daily encounter log audits and submissions, and support ongoing program tracking and reporting needs
Monitor office and program supplies, coordinate routine operational needs such as postage and shredding services, and assist with department keys and vehicle usage records
Communicate urgent client matters, facility concerns, and other operational issues to leadership or supervisors, and participate in required meetings, trainings, and occasional after-hours support when needed

What we offer

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

New

Facilities Helpdesk Coordinator

Keep Things Running. Solve Problems Fast. Be The Go To Person That Keeps Our Wor...

Location

United Kingdom , Rochdale

Salary:

27000.00 - 30000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

A confident communicator with excellent customer service skills
Someone who thrives in a busy environment and stays calm under pressure
Strong organisational skills with the ability to multitask effectively
Excellent attention to detail and a proactive mindset
Experience using CAFM or Facilities Management systems
Good knowledge of Microsoft Office including Excel, Outlook, Teams, and Word
A reliable and professional team player with a positive attitude

Job Responsibility

Managing the Facilities Helpdesk inbox, calls, and ticketing system
Logging and prioritising maintenance requests accurately and efficiently
Coordinating engineers, contractors, and suppliers
Tracking reactive and planned maintenance tasks through to completion
Escalating urgent facilities issues quickly and effectively
Supporting Planned Preventive Maintenance programmes
Maintaining compliance records and service documentation
Producing KPI reports and helping drive service improvements
Communicating updates clearly with colleagues and stakeholders across the business

What we offer

Hybrid working (2 - 3 days WFH)
A wide range of flexible staff benefits, from high-street discounts to wellbeing and lifestyle perks
Healthcare cash plan
24 days’ holiday plus holidays
Enhanced maternity and paternity packages (eligibility criteria apply)

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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