IDEX Consulting - Trainee Client Service Assistant

Deadline: June 20, 2024

Internships

Companies

Location(s)

United Kingdom

Edinburgh

Overview

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

Details

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

ABOUT US

We are an award winning, independent, talent and business growth consultancy specialising in the General Insurance, Financial Services and Legal professions. Since we started our journey in 2006 we have adapted and evolved to provide innovative solutions to enable businesses to grow organically through talent acquisition, business consultancy and innovation, as well as helping people achieve their career aspirations.

Opportunity is About

Economics & Business

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Eligibility

Candidates should be from:

Afghanistan Albania Algeria Andorra Angola Antigua and Barbuda Argentina Armenia Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bosnia and Herzegovina Botswana Brazil Brunei Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Central African Republic Chad Chile China Colombia Comoros Congo: Democratic Republic Congo: Republic Cook Islands Costa Rica Croatia Cuba Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Fiji Finland France Gabon Gambia Georgia Germany Ghana Gibraltar Greece Grenada Guatemala Guinea Guinea-Bissau Guyana Haiti Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Ivory Coast Jamaica Japan Jordan Kazakhstan Kenya Kiribati Korea, North Korea, South Kosovo UN1244 (*not recognized by majority of countries) Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macau North Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Mauritania Mauritius Mexico Micronesia Moldova Monaco Mongolia Montenegro Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Zealand Nicaragua Niger Nigeria Niue Norway Oman Pakistan Palau Palestinian Authority Panama Papua New Guinea Paraguay Peru Philippines Poland Portugal Puerto Rico Qatar Romania Russia Rwanda Saint Kitts and Nevis Saint Lucia Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa South Sudan Spain Sri Lanka Sudan Suriname Swaziland Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Togo Tonga Trinidad and Tobago Tunisia Turkey Turkmenistan Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States of America Uruguay Uzbekistan Vanuatu Vatican City Venezuela Vietnam Western Sahara Yemen Zambia Zimbabwe

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Description of Ideal Candidate

Requirements:

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

Dates

Deadline: June 20, 2024

Cost/funding for participants

Fully Funded

Salary: £18000.00 - £19000.00 per annum

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