Jobs
>
Edinburgh

    Trainee Client Support Administrator - Edinburgh, United Kingdom - Idex

    Default job background
    Description

    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.



  • Ministry of Defence Edinburgh, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £22,758- We are passionate about Smarter Working and believe that a combination of flexible working practices, digital technology and modern workspaces will give you the opportunity to enjoy a healthy work-life balance, while ...


  • Forestry and Land Scotland Edinburgh, United Kingdom

    **Job details**: · Job reference · - REQ0761 · Date posted · - 19/03/2024 · Application closing date · - 14/04/2024 · Location · - Edinburgh · Salary · - £28,225 - £29,556 (27% pension contribution plus benefits) · Contractual hours · - Blank · Basis · - Full time · Job category/ ...


  • University of Edinburgh Edinburgh, United Kingdom

    **UE04 £22,630 - £24,715 Per Annum** · **College of Medicine and Veterinary Medicine / Edinburgh Medical School / Deanery of Biomedical Sciences / Biomedical Sciences Teaching Organisation** · **Full time (35 hours per week)** · **Fixed Term for 3 years** · We are looking for a T ...


  • 2i Testing Edinburgh, United Kingdom

    Location: Edinburgh (Full-time office based) · Role type: Permanent · Hours: 35 hours per week · **Salary**: £22,000 - £24,000 · Closing Date: Friday 2nd February · **Who are 2i?** · We are a leading software testing and quality assurance consultancy. Since our inception in 2005, ...


  • InternalLorien Edinburgh, United Kingdom Freelance

    **Contractor Support Administrator** · **Edinburgh Office (+ WFH)** · **£22,000 - £23,000 plus £2k Bonus & Benefits** · **Your new company**: · Lorien Resourcing is part of the Impellam Group (the largest Staffing company in the UK, and 6th largest worldwide). We are market leade ...


  • Centre for Ecology & Hydrology Edinburgh, United Kingdom

    Salary - £23,914 to £25,378 Depending on experience · Permanent and Full Time (37 hours per week) · Fully site based · Hours: Mon to Thurs 09:00 - 17:00, Fridays 09:00-16:30 · Closing date: Thurs, 3rd August 2023 · UKCEH is looking for an experienced Workplace Administration Supp ...


  • Archdiocese of St Andrews & Edinburgh Edinburgh, United Kingdom

    **Job Vacancy: Support and Property Administrator** · **Location: 100 Strathearn Rd, Edinburgh, EH9 1BB** · **Hours: Full time, 35 hours a week, Mon · - Fri** · **Salary: £24,500** · The Archdiocese of St Andrews & Edinburgh is seeking to appoint an Administrator to provide suppo ...


  • 2i Limited Edinburgh, United Kingdom

    Job title: Business Support Administrator · Location: Edinburgh (Full-time office based) · Role type: Permanent · Hours: 35 hours per week · **Salary**: £22,000 - £24,000 · Closing Date: Friday 2nd February · **Who are 2i?** · We are a leading software testing and quality assuran ...


  • Blue Arrow Ltd Edinburgh, United Kingdom

    Blue Arrow Edinburgh are currently recruiting for a Business Support Administrator to join our prestigious city centre client on a permanent basis. The role is predominantly a Front of House role, being the first point of contact for visitors into the office both in person and by ...


  • Lane Clark & Peacock Edinburgh, United Kingdom

    **The Opportunity** · We are looking for a **Business Support Administrator** who will be responsible for providing administrative support for our growing team. Reporting to our Head of Subscription Research you will cover a variety of admin duties for our subscription research & ...


  • New Leaf Search Edinburgh, United Kingdom

    **Job description**: · J3183 - New Leaf Search has partnered with a leading provider of asset finance to UK businesses in their search for a** Sales Support Administrator**. You will be trained to deliver exceptional customer service whilst handling telephone enquiries on a wide ...


  • University of Edinburgh Edinburgh, United Kingdom

    **UE05 £25, £28,929.00** · **College of Arts, Humanities and Social Sciences, School of Law** · **Open Ended - Permanent** · **Full Time, 35 hours per week · **We are looking for an empathetic, organised and committed administrator to join our busy Student Support Team at Edinbur ...


  • Scottish Courts and Tribunals Service Edinburgh, United Kingdom

    **Salary** · From £26,739 per annum · **Contractual hours** · 37 · **Basis** · Full time · **Region** · Lothian and Borders · **Package** · Standard SCTS package · **Date posted** · 12/04/2024 · **Job reference** · REQ00419 · We are looking for a new team member to join our busy ...


  • Page Personnel Finance Edinburgh, United Kingdom

    Our client is looking for a Sales Administrator · **Client Details** · A leading global business · **Description** · - Administration of our CRM system (Microsoft Dynamics), dealing with data collection, checks, updating, inputting and reporting. · ¦ Supporting our sales team thr ...


  • University of Edinburgh Edinburgh, United Kingdom

    **School of Engineering, College of Science & Engineering** · **Department: Edinburgh Teaching Organisation** · **Grade, Salary Range: UE05 £25, £29,605.00** · **Contract type, Hours Per Week: Full time, 35 Hours Per Week** · **Number of posts 1 · **The Opportunity**: · The Schoo ...


  • Denholm Associates Edinburgh, United Kingdom

    Denholm Associates are excited to be partnering with a growing, award-winning Fintech business, based in Edinburgh, who are looking for a Customer Support Administrator to join their expanding team. You will join an innovative and growing online accountancybusiness, with excellen ...


  • University of Edinburgh Edinburgh, United Kingdom

    **Student Support Administrator** · **UE05 £25,285 - £28,929 Per Annum** · **College of Science and Engineering / School of Mathematics** · **Open Ended (Permanent)** · **Full time (35 hours per week)** · The School of Mathematics wishes to recruit a Student Support Administrator ...


  • Vegware Ltd Edinburgh, United Kingdom

    **12 month contract opportunity.** · The Company Vegware is a dynamic, award winning and rapidly expanding Edinburgh based eco-friendly packaging company. We create innovative catering disposables and food packaging. All our products are made from renewable or recycled materials, ...


  • University of Edinburgh Edinburgh, United Kingdom

    **UE03: £20, £21,197.00 Per annum** · **Information Services Group / ISG Business Administration** · **Open-Ended Contract: Permanent** · **Full time: 35 hours per week** · **The Opportunity** · This post presents an exciting opportunity to join the Business Administration Team r ...


  • University of Edinburgh Edinburgh, United Kingdom

    **Job title: Business Support Administrator** · **Grade: UE05 - £24,285 - £27,929 per annum** · **Finance Directorate** · **Full-time contract (35 hours per week)** · **Open-ended; permanent role** · We are looking for an enthusiastic, service-focused individual to provide dedica ...