FS Administrator/Trainee Paraplanner

2 months ago


Edinburgh, Edinburgh, United Kingdom Idex Full time

Idex Consulting are recruiting for an experienced administrator to join an IFA practice in Edinburgh.

Your main responsibilities in this role will be:

  • Using automated letter of authority process.
  • Extracting provider information into the template with the aid of AI
  • Generating additional information requests to be sent to providers.
  • Making additional information requests via email and telephone.


Requirements:

  • The successful candidate will have at least one year's relevant experience within Financial Services
  • Experienced using Microsoft Word, Excel, Outlook and Internet Explorer is essential
  • Experience of using Platforms and Provider websites desirable but not essential

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.


  • Paraplanner

    2 months ago


    Edinburgh, Edinburgh, United Kingdom Idex Full time

    A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Edinburgh.The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.Responsibilities:Liaise closely with Financial Planners to gather fact find information for researching suitable outcomesPrepare...

  • Junior Paraplanner

    3 weeks ago


    Edinburgh, Edinburgh, United Kingdom TN United Kingdom Full time

    My client is a highly reputable and well regarded IFA practice in Edinburgh. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career to start...


  • Edinburgh, Edinburgh, United Kingdom Highland Council Full time

    Job Overview Position: Trainee in Business Administration Work Hours: 35 hours weekly Employment Type: Fixed Term for 18 Months Compensation: £22,000 per annum Initial salary placement will typically be at the entry level of the pay scale. Contact Information: Objective of the Role: To deliver a variety of administrative support...


  • Edinburgh, Edinburgh, United Kingdom Highland Council Full time

    Job Overview Position: Trainee Business Support Administrator Location: Highland Council Headquarters Working Hours: 35 hours per week Contract Duration: Fixed Term for 18 Months Annual Salary: £22, per annum The salary will typically start at the initial point of the pay scale. Contact Information: Objective of the Role: To...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full time

    Job Title: ParaplannerAbout the Role:We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Liaise closely with Financial Planners to gather fact find...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full time

    Job Title: ParaplannerAbout the Role:We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Liaise closely with Financial Planners to gather fact find...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full time £40,000 - £50,000

    About the Role:We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Liaise closely with Financial Planners to gather fact find information for researching...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full time

    About the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.Key Responsibilities:Liaise closely with Financial Planners to gather fact find information for researching suitable...


  • Edinburgh, Edinburgh, United Kingdom IDEX Consulting Ltd Full time £40,000 - £50,000

    About the Role:We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.Key Responsibilities:Liaise closely with Financial Planners to gather fact find information for researching...

  • Paraplanner

    3 weeks ago


    Edinburgh, Midlothian, EH3 8BP, Edinburgh, United Kingdom Forvis Mazars Full time

    Paraplanner Forvis Mazars is an engine for rapid and consistent career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update...


  • Edinburgh, Edinburgh, United Kingdom NHS Lothian Full time

    Position Overview: Join our dedicated team within the Medical Education Directorate, where you will play a crucial role in the administration that supports medical education initiatives. Collaborating closely with the Education Coordinator, Associate Director of Medical Education, and the Medical Education Service Manager, you will ensure the smooth...


  • Edinburgh, Edinburgh, United Kingdom The Conservation Volunteers Full time

    About the RoleThe Conservation Volunteers is seeking a highly organized and communicative People and Administrative Support Specialist to join our team. As a key member of our staff, you will play a crucial role in supporting the success of our projects, including the John Muir Way Green Skills program.Key ResponsibilitiesProvide administrative support to...


  • Edinburgh, Edinburgh, United Kingdom NHS Lothian Full time

    Role Overview: As a vital member of the Medical Education Directorate's administrative team, you will play a key role in the daily operations that facilitate medical education. Collaborating closely with the Education Coordinator, Associate Director of Medical Education, and the Medical Education Service Manager, your contributions will support educational...


  • Edinburgh, Edinburgh, United Kingdom The Conservation Volunteers Full time

    About the RoleThe Conservation Volunteers is seeking a highly organized and people-focused individual to support the John Muir Way project as a People and Admin Support Specialist. This role will play a crucial part in ensuring the success of the project by providing administrative support to the Operations Leader, Greenskills Officers, and the Central...


  • Edinburgh, Edinburgh, United Kingdom NHS Scotland Full time

    Role Overview: Join our dedicated Medical Education Directorate team as an Administration Assistant, where you will play a crucial role in the daily operations that support medical education.Key Responsibilities:Provide comprehensive administrative support to the Education Coordinator, Associate Director of Medical Education, and Medical Education Service...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job Summary:We are seeking an experienced Pensions Management Specialist to join our team at Eden Scott. As a Senior Paraplanner, you will play a key role in supporting our Financial Advisers and contributing to the growth of our business.Key Responsibilities:Preparation of Suitability Reports for clientsLiaising with product providers to collate pension and...


  • Edinburgh, Edinburgh, United Kingdom NHS Scotland Full time

    Role Overview: As a vital member of the Medical Education Directorate administrative team, you will play a key role in the daily operations that support medical education initiatives. Collaborating closely with the Education Coordinator, Associate Director of Medical Education, and the Medical Education Service Manager, your efforts will enhance the...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job OverviewEden Scott is seeking a highly skilled and experienced Independent Financial Advisor to join their team. As a key member of the wealth management practice, you will be responsible for servicing a book of business and developing new relationships with high net worth clients.Key ResponsibilitiesManage and grow a portfolio of high net worth clients,...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    About the Role: Join a prestigious and expanding wealth management firm that is recognized for its stability and growth. We are currently seeking a seasoned Independent Financial Advisor to enhance our team.Key Responsibilities:Manage and nurture your existing client portfolio while also pursuing new business opportunities driven by our strong reputation and...


  • Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

    Job OverviewEden Scott is seeking a highly skilled and experienced Independent Financial Advisor to join their team. As a key member of the wealth management practice, you will be responsible for servicing a book of business and developing new relationships with high net worth clients.Key ResponsibilitiesManage and grow a portfolio of high net worth clients,...