Executive PA to Senior IFA Adviser (Full‑Time Hybrid)
Salary: Up to £35k
An established Independent Financial Advice firm is seeking a highly organised and discreet Executive PA to provide dedicated support to a Senior Adviser, alongside delivering high‑quality IFA administrative and technical support. This is a pivotal, high‑trust role supporting senior leadership in a growing financial services business.
The Role
You will combine first‑class executive support with strong IFA administration experience, ensuring the Adviser is fully supported across diary management, client servicing, compliance and strategic priorities.
Executive Support
* Full diary, inbox and task management
* Preparing meeting packs, briefing documents and follow‑up actions
* Managing confidential information with discretion
* Coordinating meetings, travel and stakeholder communication
* Acting as gatekeeper and first point of contact
IFA Administration & Technical Support
* Processing LOAs and liaising with providers
* Preparing valuations, portfolio comparisons and cashflow inputs
* Managing attitude‑to‑risk questionnaires and suitability documentation
* Preparing client meeting packs
* Processing new business applications and tracking to completionFund switches and no action suitability letters
* Handling sensitive cases including death claims
* Ensuring FCA, AML and compliance adherence
Experience Required
* Minimum 2 years experience within Financial Services (IFA experience essential)
* Minimum 5 years senior administrative or executive support experience
* Strong understanding of IFA processes, compliance and provider interactions
* Experience with cashflow modelling and analytics tools
* New business, pension and insurance submission experience advantageous
Skills & Attributes
* Professional, discreet and trustworthy
* Highly organised and proactive
* Strong written and verbal communication skills
* Confident using Microsoft Office; back‑office system experience preferred (Curo advantageous)
* Able to manage competing priorities with accuracy
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