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Executive PA to Senior Advisor Remember to check your CV before applying Also, ensure you read through all the requirements related to this role. Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor • Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised., • Manage confidential and sensitive information with absolute discretion., • Prepare briefing documents, meeting packs, agendas and follow-up actions., • Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner., • Coordinate travel, meetings, events and key leadership engagements., • Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams., • Process LOAs and liaise with product providers., • Prepare valuations, portfolio comparison analytics and cashflow modelling inputs., • Manage attitude-to-risk questionnaires and support suitability documentation processes., • Produce and prepare client appointment packs for new and existing clients., • Carry out fund switches and no action suitability letters where required., • Manage adviser diary booking and scheduling for client meetings., • Process new business applications, ensuring accuracy and regulatory compliance., • Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor., • Handle death claims with professionalism, sensitivity and empathy., • Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures., • Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential)., • Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion., • Exceptional professionalism, confidentiality and judgement., • Highly organised, proactive and able to manage competing deadlines., • Confident communicator with excellent written and verbal skills., • Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage., • Able to work independently with minimal supervision while maintaining high accuracy., • Composed under pressure; able to navigate interruptions and shifting priorities., • Opportunity to work directly with the Senior Advisor in a trusted, high-impact position.

Self-Employed Protection Advisor (Domestic & Business) Exceptional Commission Structure Find out if this opportunity is a good fit by reading all of the information that follows below. No previous experience necessary full training will be given. This is your opportunity to join a market-leading company offering outstanding commission rates, full training, and the freedom of being your own boss. Our client, a well-established and trusted name in financial protection, is rapidly expanding across Great Britain and Northern Ireland. They are now looking for driven and experienced Sales Executives/Protection Advisers to join their high-performing team. With a reputation for stability, integrity, and success, our client supports people in achieving financial freedom while protecting them from lifes uncertainties. What You'll Be Doing: As a Protection Adviser, youll be: • Generating and managing your own leads, full training provided on how to do this, • Accident Protection, • Accident & Sickness Cover, • Critical Illness Cover, • Income Protection Were seeking ambitious, self-motivated sales professionals with: • Proven success in sales (financial services or protection experience highly desirable), • A confident, resilient personality and strong closing skills, • Excellent communication and relationship-building abilities, • Uncapped earnings average first-year consultants earn £47,000, • Top performers are earning £100,000+, • Market-leading commission:, • Starting at 120% (4-year indemnity), • Up to 175% (4-year indemnity) or 220% (non-indemnity) paid weekly, • All leads self-generated you're in control of your income, • Full product training and development provided, • No comparison quotes or retention account needed, • Online, paperless sales process can close sales on the first meeting, • Domestic & business protection products, • Automatic SODANs and suitability reports provided, • Have experience in Protection Sales / Sales / Customer Service / Telesales, • Motivated and looking for your first chance in sales. xrnqpay, • Are ready to take your career to the next level, • Want to work independently with high earning potential on a self employed commission only basis, • Are entrepreneurial and confident in generating your own leads

A superb accountancy firm, basedwithin an easy commute of Leicester, Loughborough, Coalville and South Nottingham are hiring a tremendous job role, ideally at a qualified level (ACA, ACCA etc), but they will consider finalist level studiers too. Some of the key aspects of this job are below: SALARY LEVEL , the guide is around the mid £40s, with some flexibility dependent on your experience / qualification, but they may consider a higher-level hire on an increased salary, if you are someone that could win work and hold meetings. In addition, the firm pay commission on all work brought in, which can add up cumulatively and really increase your take-home pay. HYBRID WORKING after the probationary period, allowing for up to 60% home working MAIN BENEFITS INCLUDE remote working per above, opportunity to lead a client facing role, death in service package, autonomy to run a client portfolio and develop knowledge in other areas such as special project work.plus free food regularly in the office! OVERVIEW: We have a superb new role withan excellent accountancy and advisory business. offering a competitive salary, plus astrong and recurring bonus system which adds significantly as time passes to your basic salary. 1) Must have at least 3 years experience in an accountancy practise, ideally accounts and potentially some audit, but the firm are open for the right person. 2) The role is client facing, so must be personable. The role is a varied role as "Client Manager" the candidate would be responsible for the day-to-day needs of a client base, responsible for the overall service to the client. Responsible for a portfolio of clients: Main point of contact for all client queries. Responsible for accounts preparation, potentially some audit work, corporation tax return preparation and personal tax preparation High level of involvement in tax compliance and tax planning both personal and corporate Responsibility for the preparation of trust and estate returns Involvement in inheritance tax planning Supervising and coaching other members of staff Involvement in the day to day planning and management of the practise Assisting client with budgeting and other financial planning including liaising with banks and financial advisers Why do they retain staff so successfully and appear to have such a happy work force? The roles give you total control of your client portfolio and this leads to in depth and interesting work such as sophisticated tax involvement, helping clients refinance, buy / sell etc. You become a business and accountancy / tax adviser and your job duties and responsibilities grow organically and can grow as far as you want them to. The firm have a good work / life balance, the pay bonus system ensures you earn well for what you do and can keep improving your salary, your colleagues are all Accountants and you help each other, but work very much as a team and the firms continued growth ensures it is a positive and energising place to work. We have had great experiences of recruiting for this firm and are delighted to receive their new vacancy. ADDITIONAL INFORMATION Fundamentally, a goodsalary and career progression and genuine work / life balance. In that respect,this firm can offer the benefits of variety and satisfaction that comes from the best parts of working in practice with the salary and balance of industry. TPBN1_UKTJ

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