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

Paraplanning Team Leader

I'm currently working with a growing financial planning firm in Birmingham that ...

Location

United Kingdom , Birmingham

Salary:

45000.00 - 50000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

September 16, 2026

Requirements

Significant paraplanning experience within a financial planning environment
Strong technical knowledge across pensions, investments, retirement planning and taxation
Experience dealing with complex financial planning cases
Excellent report writing and analytical skills
The ability to support and develop less experienced colleagues
Strong communication and stakeholder management skills

Job Responsibility

Leading and supporting a team of two Paraplanners
Acting as the technical expert within the business
Providing guidance and technical support to three Trainee Advisers
Producing and reviewing suitability reports
Conducting technical research across pensions, investments and protection
Assisting with complex client cases and financial planning strategies
Maintaining high standards of report writing and compliance
Supporting the ongoing development of junior team members
Contributing to process improvements across the technical function

What we offer

3% employee and 5% employer pension contributions
4x death in service cover
25 days holiday plus bank holidays and your birthday off
Financial support towards professional qualifications
Free onsite parking
Regular team events, including overseas incentives

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

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

Resident Assistant

If you’re looking for a job that goes beyond the basics to deliver purpose and j...

Location

United States of America , Hillsboro

Salary:

18.00 - 20.00 USD / Hour

Leisure Care

Expiration Date

Until further notice

Requirements

Demonstrated experience in a caregiving role
Current CNA a plus!

Job Responsibility

Assists resident with activities of daily living (ADL's) and all personal care skills (bathing, dressing, grooming, toileting)
Makes appropriate observations about the resident’s condition in every interaction
Records and follows-up with changes in resident’s condition in a timely manner
Assists residents with laundry and housekeeping services as needed

What we offer

Medical, Dental and Vision
Early Wage Access (access to earned wages when needed!)
401k
10 days vacation & 1 hour Sick Leave earned for every 30 hours worked
Bereavement & Jury Duty Leave
6 Holidays
2 Float Holidays
Flexible Spending Accounts (Health and Dependent Care)
Meal Discounts
Tuition Assistance

Fulltime

Traffic Management CAD Technician

FM Conway is currently recruiting a Traffic Management CAD Technician to join ou...

Location

United Kingdom , Ipswich

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

July 04, 2026

Requirements

Strong knowledge of Traffic Management operations
experience using CAD, BricsCAD and Cone 11 software
ability to read and translate blueprints and technical drawings
ability to work well under pressure, prioritise tasks effectively and have excellent attention to detail
M7 Lantra qualification is highly desirable, but not essential

Job Responsibility

Working within a team of Traffic Management development designers and Project Engineers to ensure that drawings are to a high and legal standard
Producing clear drawings, signage placement layouts and diversion route strategies
Developing safe and efficient traffic management plans for work sites and road network
Carrying out on site assessments as required
Designing sites in accordance with Chapter 8 TSM
Engaging with Project Teams & Engineers to respond effectively to working methods that require traffic Management designs that conform to a legal standard

What we offer

Career and professional development
23 days holiday plus bank holidays
Life assurance
Opportunities for internal and external training
Access to a wide range of shopping discounts through Rewarding Great People platform
Health and well-being benefits including 24-hour advice lines
Support from in-house mental health first aiders

Fulltime

Registered Nurse, CVOR

Baptist Downtown is hiring a Registered Nurse for our Cardiovascular Operating R...

Location

United States , Jacksonville

Salary:

Not provided

Baptist Health (Florida)

Expiration Date

Until further notice

Requirements

1-2 years Operating Room Nursing Experience Required
Basic Life Support (BLS) Required
Advanced Cardiac Life Support (ACLS) Required
Licensed Registered Nurse Required
Associate of Science, Nursing
Registered Nurse (RN) - State Nursing Boards
Driver's License - DMV
Basic Life Support (BLS) - AHA
Advanced Cardiac Life Support (ACLS) - AHA

Job Responsibility

Providing for patient needs as recognized through use of the nursing process
Supervision of care provided by supportive personnel and coordination of care provided by ancillary services
Including patients and significant others (SO)/families in developing an individualized plan of care
Education of patients/SO/families to their disease process and plan of care
Coordinating and preparing assigned operating room/case
Assessment of patient care needs and the anticipation of needs of the case
Circulating, scrubbing, assisting on Cardiothoracic and vascular procedures

Fulltime

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