Trainee Financial Advisor Job at IDEX Consulting Ltd (Bristol)

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 Mortgage Advisor

This is a rare chance to completely transform your professional future. Join an ...

Location

United Kingdom , Taunton

Salary:

42000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

A proven track record in a professional or customer-facing role
Outstanding communication skills - both written and verbal
A strong educational background
A passion for personal growth and a hunger for success

Job Responsibility

Engage in a comprehensive training programme with mentorship from experienced advisors
Study for and achieve industry-recognised qualifications
Support lead generation by connecting with potential clients and understanding their needs
Build strong relationships with clients and colleagues alike

What we offer

Structured Training Programme with full qualification support
Modern, Luxurious Offices with on-site gym, showers, and stylish staff lounge
Free Fruit Baskets, widescreen TV, and comfy breakout areas
Generous Holiday Allowance
Access to Bupa Healthcare Plan
Uncapped Earning Potential once qualified

Fulltime

Trainee, Energy & Infrastructure

Trainee program is one year to begin with and possible for extension up to 2 yea...

Location

Hong Kong , HONG KONG

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Bachelor / Master Degree in Business Administration, Finance or relevant discipline with less than 12 months of full-time experiences
Strong analytical skills and sensitive to numbers
Ability to deal with multi tasks and multiple deadlines, work within a dynamic and evolving environment, productively manage stress
Task management skills, initiative, effectiveness, leading to bank profitability and client satisfaction in the execution of mandates
Strong interpersonal, presentation and influencing skills
Financial modelling under Excel
Excellent written and spoken English

Job Responsibility

Assistance to senior team members in the origination of new business
Execution of mandates in the respective business lines in the capacity of financial advisor, arranger, underwriter or other roles (agent, etc.) throughout the Asia region
Financial analysis, research and modelling in the execution of mandates (arranging or advisory)
Research, marketing and the preparation of proposals or presentations to prospective clients
Support to Portfolio Manager in terms of preparing waiver requests and annual reviews
Generally, assistance to the EIG Asia team in all commercial, execution, marketing and reporting / budgeting functions

Fulltime

New

Trainee Customer Service Advisor

This is a really exciting, entry level, customer service job in Worcester. Worki...

Location

United Kingdom , Worcester

Salary:

24000.00 GBP / Year

Foxtons

Expiration Date

Until further notice

Requirements

No previous experience required
Desire to learn
Ability to provide an excellent level of customer service

Job Responsibility

Provide a single point of contact for landlords and tenants
Provide professional advice and assistance to clients
Help every tenancy under your care to progress seamlessly
Deliver expert advice on all aspects of the tenancy, including financial, rental and legal matters
Organise maintenance projects
Act as a source of knowledge for key clients and local offices

What we offer

Meaningful career progression based on performance, knowledge and attitude
Equity, Diversity and Inclusivity networks with Foxtons-funded social events
Unrivalled training and upskilling opportunities throughout your career
One paid work day a year to volunteer for a charity of your choice
Wellbeing package including enhanced sick pay, free confidential counselling helpline, Mental Health First Aiders, access to a coaching platform
Enhanced parental policies, including generous shared parental leave
Pension scheme
Free onsite parking
Industry-leading technology and top-tier training
Help to become ARLA qualified

Fulltime

New

Business System Analyst

This is a remote position. Exp- 3 to 6 yrs & 5 to 8 yrs Location- Remote Notice ...

Location

Salary:

Not provided

Overture Rede

Expiration Date

Until further notice

Requirements

Business System Analyst
Power BI
Excel
5+ years work experience
Experience in Insurance or Banking domain
3 to 6 yrs & 5 to 8 yrs experience

Job Responsibility

Develop and define IT requirements to support process and system changes
Lead mid to large-size ERP projects
Co-lead design sessions to identify gaps and opportunities
Create detailed functional design documents for conversions, interfaces, and reports
Coordinate with IT development teams to manage the development process and resolve issues
Prepare and execute testing plans to ensure high quality results
Monitor implemented systems and processes to ensure high performance
Manage support requests to ensure timely and thorough resolution of issues
Engage with vendor service support groups to bring resolution to system performance or other processing issues

Fulltime

New

Senior Data Analyst, Financial Regulatory Reporting-Assistant Vice President

Team Overview: Enterprise Data Office (EDO) Regulatory and Analytics. The Regula...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, statistics, mathematics, business administration, data science, or a related field
3+ years of experience in the financial services industry
Preference for experience in wholesale lending, regulatory reporting, commercial/corporate banking, or finance functions supporting these areas
Strong proficiency in advanced data analysis, statistical methods, and data visualization, including SQL
Proven experience with business intelligence platforms like Tableau or Power BI
Demonstrated ability to summarize analytics or reporting into actionable intelligence
Intellectually curious and self-motivated
Ability to do exploratory analytics that are not fully developed and require in depth research
Ability to collaborate effectively with cross-functional teams and stakeholders

Job Responsibility

Lead creation of analytics & reporting to provide macro/portfolio level views for regulatory reports supported by EDO Regulatory and Analytics (SNC, Y14Q, 2052A, Y9C, etc)
Lead analytics on supported regulatory reports to produce macro and portfolio level regulatory insights
Gather complex data from diverse sources, including product processors, risk systems, and spreadsheets, to further drive analytical values
Collaborate with end users ensure meaningful insights are designed and ready to be executed upon/actionable
Communicate results and findings to stakeholders
Present summaries & findings to EDO regulatory reporting leads and senior management
Contribute to the implementation of analytical insights into regulatory reporting production routines
Leverage AI to accelerate pattern identification and analytical insights, where appropriate
Collaborate with AI development teams to provide use cases and requirements for future analytical and reporting capabilities
Work with technical teams to ensure a successful deployment, including testing

Fulltime

New

Key Account Manager E-Commerce

Be part of an iconic story. At Calvin Klein, we believe in fostering an inclusiv...

Location

Germany , Düsseldorf

Salary:

Not provided

Tommy Hilfiger

Expiration Date

Until further notice

Requirements

A minimum of 3 years profound work experience in Sales, E-Commerce or Omni-Channel
A high degree of team spirit
A solution-oriented and precise working method and a strong analytical skillset
Strong sales and negotiation skills and natural desire for improving solutions across people, processes and systems
A hands-on mentality in working with frequently changing tools and software’s to translate work resources into efficiency
A very good command of written and spoken German and English
A very good command of MS-Office skills (Word, Excel, PowerPoint)

Job Responsibility

Develop strategies and measures to expand the digital presence of our brands with defined wholesale customers and subsequent control and management
Have cross divisional account responsibility
Sell divisional collections in our physical and digital showrooms
Be responsible for order creation and order management via our digital sell-in tool
Do budget- and net sales planning and monitor your division
Generate reports, forecasts, market and product analyses
Build the interface between your own, local category as well as other departments and the head office in Amsterdam
Have the responsibility for the divisional presentation in our PVH Region West online environment
Drive cross-functional projects in an agile E-Commerce team structure with our channel management as well as the marketing team

Fulltime

New

Food & Beverage Admin

Our Property Administrative Specialists play an important role in a number of vi...

Location

United States , Fort Worth

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

Creating a safe workplace
Following company policies and procedures
Upholding quality standards
Ensuring uniform, personal appearance, and communications are professional
Developing and maintaining positive working relationships with other employees and departments
Supporting team to reach common goals
Listening and responding appropriately to the concerns of other employees
Reporting accidents, injuries, and unsafe work conditions to manager
Moving, lifting, carrying, pushing, pulling, and placing objects weighing less than or equal to 10 pounds without assistance
Standing, sitting, or walking for an extended period of time

Job Responsibility

Play an important role in a number of vital hotel functions
Work across departments (e.g., Guest Services, Engineering, Food & Beverage) to support administrative needs
Providing administrative support (e.g., prepare documents using word processing, spreadsheet, database, or presentation software)
Serving as the point of contact for clients and vendors
Acting as the liaison between the Sales Office and clients throughout the event process (pre-event, event, post-event)
Ensuring smooth operations throughout the entire hotel

Parttime

Trainee Financial Advisor

IDEX Consulting Ltd

Location:
United Kingdom , Bristol

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:
January 11, 2026

Expiration:
April 19, 2026

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Trainee Financial Advisor

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Location:United Kingdom , Bristol

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Requirements:

Additional Information:

Job Posted:January 11, 2026

Expiration:April 19, 2026

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Category:
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Contract Type:
Not provided

Job Posted:
January 11, 2026

Expiration:
April 19, 2026