Trainee Client Service Assistant

3 weeks ago


Edinburgh, Edinburgh, United Kingdom Idex Full time

A new opportunity for an Trainee Client Support Assistant to join a IFA Practice in Edinburgh City Centre.

Initial Responsibilities:

  • Making client Appointments
  • Dealing with mail, scanning all relevant documentation
  • Typing up of the Client Factfinds
  • Ensure client data is accurate and up to date
  • Preparation of correspondence including general letters and emails
  • General administrative duties such as photocopying and filing


Requirements:

  • Experience within Financial Services preferred, but not essential
  • Experienced using Microsoft Word, Excel, Outlook and Internet Explorer is 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.



  • Edinburgh, Edinburgh, United Kingdom Marsh Full time

    Trainee Insurance Client Manager – Marsh Private Clients – Edinburgh/GlasgowMarsh Commercial is one of the UK's leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.Marsh Commercial is member of the wider...


  • Edinburgh, Edinburgh, United Kingdom Marsh Full time

    Trainee Insurance Client Manager – Marsh Private Clients – Edinburgh/GlasgowMarsh Commercial is one of the UK's leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.Marsh Commercial is member of the wider...


  • Edinburgh, Edinburgh, United Kingdom Marsh Full time

    Job Description For PostingTrainee Insurance Client Manager – Marsh Private Clients – London / Leeds / Letchworth / Glasgow / Edinburgh / PerthMarsh Commercial is one of the UK's leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and...


  • Edinburgh, Edinburgh, United Kingdom Marsh Full time

    Job Description For PostingTrainee Insurance Client Manager – Marsh Private Clients – London / Leeds / Letchworth / Glasgow / Edinburgh / PerthMarsh Commercial is one of the UK's leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and...


  • Edinburgh, Edinburgh, United Kingdom 7IM Full time

    "Getting your foot in the door" within the Financial Services/Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kickstart to your careerHave you ever considered becoming a Financial Planning Director but don't know where to...


  • Edinburgh, Edinburgh, United Kingdom 7IM Full time

    "Getting your foot in the door" within the Financial Services/Wealth Management firm might seem like trying to find a needle in a haystack because you think you lack experience in these areas. 7IM are here to break that barrier by proposing a kickstart to your careerHave you ever considered becoming a Financial Planning Director but don't know where to...


  • Edinburgh, Edinburgh, United Kingdom RMK Talent Solutions Full time

    *Trainee Financial Adviser opportunity - LEVEL 4 QUALIFIED - UK Wide*** Have you gained your CII/LIBF/CISI level 4 qualification and ready to move into an Adviser role? If so this may be the opportunity you are seeking We are hiring for Trainee Financial Advisers for a new, fully funded training academy (18 months guaranteed income). This is a fantastic...


  • Edinburgh, Edinburgh, United Kingdom Nuffield Health Full time

    Edinburgh | Corporate Fitness & Wellbeing | Permanent | Full timeUp to £25,480.00 per annum depending on experience40 hours per week We are looking for a Client Services Team member to work at one of our high profile sites in Nuffield Health Gogarburn. The team member will warmly meet and greet all our visitors, ensuring the smooth running of the reception...


  • Edinburgh, Edinburgh, United Kingdom Nuffield Health Full time

    Edinburgh | Corporate Fitness & Wellbeing | Permanent | Full timeUp to £25,480.00 per annum depending on experience40 hours per week We are looking for a Client Services Team member to work at one of our high profile sites in Nuffield Health Gogarburn. The team member will warmly meet and greet all our visitors, ensuring the smooth running of the reception...


  • Edinburgh, Edinburgh, United Kingdom worldline Full time

    CLIENT SERVICE EXECUTIVELocation: Scotland, Dalgety Bay Office This is Worldline Worldline helps businesses of all shapes and sizes to accelerate their growth journey - quickly, simply, and securely. We are the innovators at the heart of the payments technology industry, shaping how the world pays and gets paid. Our technology powers the growth of millions...


  • Edinburgh, Edinburgh, United Kingdom worldline Full time

    CLIENT SERVICE EXECUTIVELocation: Scotland, Dalgety Bay Office This is Worldline Worldline helps businesses of all shapes and sizes to accelerate their growth journey - quickly, simply, and securely. We are the innovators at the heart of the payments technology industry, shaping how the world pays and gets paid. Our technology powers the growth of millions...

  • Client Executive

    2 weeks ago


    Edinburgh, Edinburgh, United Kingdom Marsh & McLennan Companies, Inc. Full time

    Are you a natural at building relationships? Do you thrive on customer satisfaction?Are you tenacious, interested in sport, and get a buzz from working in a busy environment?If you answered yes, we have the perfect role for youWe have a fantastic opportunity to join our team within Marsh Sport as a Client Executive, this is the perfect role for an individual...

  • Client Executive

    3 weeks ago


    Edinburgh, Edinburgh, United Kingdom Marsh & McLennan Companies, Inc. Full time

    Are you a natural at building relationships? Do you thrive on customer satisfaction?Are you tenacious, interested in sport, and get a buzz from working in a busy environment?If you answered yes, we have the perfect role for youWe have a fantastic opportunity to join our team within Marsh Sport as a Client Executive, this is the perfect role for an individual...


  • Edinburgh, Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...


  • Edinburgh, Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...


  • Edinburgh, Edinburgh, United Kingdom AH&Co Ltd Full time

    We are offering a competitive salary and ACCA training package for the right candidate to join our team as trainee or part qualified Chartered Accountant in our Edinburgh office. This role is based in our busy accounts department where you will be involved in bookkeeping, VAT returns, preparation of accounts for various business clients, calculating business...


  • Edinburgh, Edinburgh, United Kingdom meraki talent ltd Full time

    Private Client SolicitorPermanent, Full-timeEdinburghMeraki Talent is partnered with an established, boutique legal firm based in the heart of Edinburgh to assist with recruiting an experienced Private Client Solicitor. This is a full-time, permanent opportunity which offers autonomy with caseload and the opportunity for career development.Not sure what...


  • Edinburgh, Edinburgh, United Kingdom Mercer Full time

    Client Relationship Manager – Mercer Marsh Benefits (MMB) - Edinburgh, Bristol or ManchesterMercer Marsh Benefits TM (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits.MMB is a global leader in the health and benefits...


  • Edinburgh, Edinburgh, United Kingdom Mercer Full time

    Client Relationship Manager – Mercer Marsh Benefits (MMB) - Edinburgh, Bristol or ManchesterMercer Marsh Benefits TM (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits.MMB is a global leader in the health and benefits...

  • Senior Client

    2 weeks ago


    Edinburgh, Edinburgh, United Kingdom abrdn Full time

    Job Description At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by...