ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
ITonlinelearning Recruitment
Edinburgh
Are you looking to benefit from a new career in Project Management? If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager. We do this using our specialised programme looking at placing candidates into gateway project management positions to bu
Job Source: ITonlinelearning RecruitmentIT Career Switch
Edinburgh
Trainee IT Support Technician - No Experience Required Are you looking to kick-start a brand new career in IT? We are recruiting for companies who are looking to employ our IT Technician Traineeship graduates to keep up with their growth. The best part is you will not need any previous experience as full training will be provided. You will also hav
Job Source: IT Career SwitchITonlinelearning Recruitment
Edinburgh
Are you looking to benefit from a new career in Project Management? If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager. We specialise in placing candidates within the project sector using our career progression and placement program. Please
Job Source: ITonlinelearning RecruitmentPertemps Scotland
Edinburgh
Position : Business Support Administrator Location : Leith,Edinburgh, EH6 4HF Pay : £12.81 per hour Hours : 36 hours per week, Monday to Friday.- Monday to Thursday: 08:30 - 17:00- Friday: 08:30 - 15:55 Contract Length: Initially 3 months, with possible extension to 6-12 months Hybrid Working: E njoy the flexibility of remote and office work in Le
Job Source: Pertemps ScotlandSmart Data Foundry
Edinburgh
Job Description About Smart Data Foundry Smart Data Foundry has a purpose to unlock the power of financial data as a force to improve people’s lives. What we do We enable the research ecosystem to flourish through the provision of research ready real financial data. We create data-driven insights based on real financial data, that identify area
Job Source: Smart Data FoundrySmart Data Foundry
Edinburgh, Scotland, United Kingdom
About Smart Data Foundry Smart Data Foundry has a purpose to unlock the power of financial data as a force to improve people’s lives. What we do We enable the research ecosystem to flourish through the provision of research ready real financial data. We create data-driven insights based on real financial data, that identify areas to inform policy
Job Source: Smart Data FoundrySNJ Recruitment
Edinburgh
Senior Pensions Administrator Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator. This position is a permanent and the client is looking for an ambitious individual with a progressive attitude. Hours of work: Monday to Friday, 9am-5pm. Office F
Job Source: SNJ RecruitmentITonlinelearning
Edinburgh
Trainee Project Administrator Placement Programme Please note that this is a training course and fees apply. Our money back guarantee If after 1 year of passing your formal qualifications, we have been unable to help you secure a role, we will refund your study fees minus the cost of the exams. However, we are normally able to help candidates find
Job Source: ITonlinelearningEdinburgh
A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities:
Making client Appointments
Opening and franking mail, scanning all relevant documentation to client file and updating back office system
Typing up of the Client Factfinds
Ensure client data is accurate and up to date on the back office system
Dealing with clients and providers over the telephone and email
Ensuring client files are compliant with FCA and Company guidelines
Preparation of correspondence including general letters and emails
General administrative duties such as photocopying and filing
Further Responsibilities After Training:
Sending out Letters of Authority to life companies and chase up accordingly
Issuing policy documentation
Processing withdrawal and surrender requests and chase up accordingly
Obtaining values for client reviews and preparing valuation reports
Delivering research when requested
Processing and chasing of new business, both paper based and online
Process fund switches and rebalances
Preparing incremental monies and rebalance reports from templates
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 Intelligent Office desirable but not 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.
Trainee Client Support Administrator jobs in Edinburgh
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.