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Executive pa to senior advisor

Leicester
Permanent
North Oak Recruitment
Executive pa
Posted: 10h ago
Offer description

Executive PA to Senior Advisor

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

1. Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised.
2. Manage confident...

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