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IDEX Consulting Ltd
18 Mar, 2026
Permanent
Client Services Associates x6
IDEX Consulting Ltd Midlothian, UK
Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh.To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The Role Process new business (GIA/ISA/SIPP/bonds) and set up client accounts Manage transfers, fee estimates and cash/fee reconciliations Input new business cases on Xplan Support Adviser review cycles and produce follow-up documents Act as a client contact point, including for HNW clients Action dealing instructions (switches, rebalances, investments, withdrawals) About You: Experience in client services within wealth management is essential Experience in a financial services company Product knowledge of pensions, bonds and other wrappers Experience in the onboarding journey of a new client Good knowledge of operational administration including settlement and transfers What's on Offer...
Primecare Health Ltd
17 Mar, 2026
Permanent
Care at Home Coordinator
Primecare Health Ltd Midlothian, UK
Care at Home Coordinator Pay : £29,250 - £31,000 per year pro rata (depending on experience/qualifications) Hours : Full-time / Day, Evening, Weekend, with optional overtime Company : Primecare Health Ltd Primecare Health Ltd is an independent, highly rated care provider delivering high-quality Care at Home services across Edinburgh and West Lothian. Our mission is simple: to support people to live independently, stay connected to their communities, and continue enjoying life in the comfort of their own homes. We are now looking for a Care at Home Coordinator to join our growing team and help ensure the smooth delivery of care services across the region. This is a fantastic opportunity for someone with experience in the Care at Home sector who is ready to take the next step in their career within a supportive and forward-thinking organisation. The Role As Care at Home Coordinator, you will play a key role in supporting the day-to-day coordination of care...
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