Executive PA to Senior Advisor
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Full-time, office-based – Leicestershire (our ref AL1401)
Salary: Competitive, dependent on experience
Industry: Independent Financial Advice (IFA)
If you're a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we'd 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.
* Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities.
IFA Technical Administration
* 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.
* Keep up to date with product, legislative and industry changes.
What We're Looking For - Essential Experience
* 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.
* Strong understanding of IFA processes, compliance requirements and provider interactions.
Skills & Attributes
* 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.
* A positive, solutions-focused team player who contributes ideas for improving processes and client service.
Why Apply?
* Opportunity to work directly with the Senior Advisor in a trusted, high-impact position.
* A supportive, professional environment committed to excellence in client service. xxuwjjq