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

Trainee Paraplanner

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

Location

United Kingdom , Hove

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

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

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

Seasonal Cook II - Villas

Prepare ingredients for cooking, including portioning, chopping, and storing foo...

Location

United States , The Resort At Pelican Hill

Salary:

28.00 USD / Hour

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

Prepare ingredients for cooking, including portioning, chopping, and storing food
Wash and peel fresh fruits and vegetables
Weigh, measure, and mix ingredients
Prepare and cook food according to recipes, quality standards, presentation standards, and food preparation checklist
Prepare cold foods
Operate ovens, stoves, grills, microwaves, and fryers
Test foods to determine if they have been cooked sufficiently
Monitor food quality while preparing food
Set-up and break down work station
Serve food in proper portions onto proper receptacles

Fulltime

New

Bartender

Manahatta York are searching for passionate individuals to join our amazing Bar ...

Location

United Kingdom , York

Salary:

8.75 - 12.21 GBP / Hour

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Energetic and confident
Welcoming and caring team-player
Vibrant & magnetic personality
Obsessed with delivering fantastic experiences to guests
Enjoy working with people

Job Responsibility

Help deliver great experiences and create lasting memories

What we offer

Fully paid training with assigned trainer
Career development opportunities
Full and fair % split of all tips based on hours worked
Team discount for you and up to 3 friends at all brands
Access to 40% of earned wages before pay day
Free and confidential wellbeing support 24/7
Weekly allowance for each team to spend on food and drink
Team-based incentives, rewards and recognition
Individual recognition including Employee of the Quarter rewards
Trip incentives

New

Revenue Cycle Manager

Our client is looking for a Revenue Cycle Manager with advanced analytical skill...

Location

United States , Newark

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelors degree in Accounting/Finance/Economics
5+ years of progressive revenue cycle experience, with at least 2 years in a leadership role
Demonstrated history of driving measurable improvements in revenue cycle performance (e.g., reduced AR days, improved collections, decreased denial rates)
Strong knowledge of billing practices, payer requirements, and reimbursement methodologies
Experience with revenue cycle systems and electronic health records (EHR/EMR) platforms
Proficiency in Microsoft Excel and reporting tools
Advanced analytical skills with the ability to interpret data and translate insights into actionable strategies
Excellent multi-tasking abilities and high attention to detail

Job Responsibility

Manage end-of-month and end-of-year financial reviews to ensure accurate reporting
Develop and implement budgeting and forecasting strategies to support organizational goals
Reconcile general ledger accounts and oversee account reconciliation processes
Coordinate contract management activities and ensure compliance with terms and conditions
Conduct in-depth financial analyses to identify trends and opportunities for growth
Oversee revenue recognition processes in alignment with ASC 606 standards
Recommend strategies to enhance profitability and operational efficiency
Prepare and review financial calculations to support decision-making
Ensure adherence to internal and external controls to maintain compliance
Identify opportunities for data-driven strategies to improve business initiatives

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training
competitive compensation and benefits

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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