IFA Administrator to Senior Financial Planner
Location: Leicester
Salary: up to £35,000 experience dependant
The Role
An excellent opportunity has arisen for a highly professional, discreet, and exceptionally organised Executive PA to provide dedicated support to a Senior Financial Planner within a growing financial Planning organisation.
This is a pivotal, high-trust role combining senior-level executive support with hands-on IFA technical and administrative responsibilities. You will work closely with senior leadership, ensuring day-to-day operations run seamlessly while supporting client management, compliance, and strategic priorities. This position is ideal for an experienced Financial Services administrator who is ready to step into a senior, influential role supporting a key decision-maker within the business.
Key Responsibilities
Executive PA Support
1. Provide comprehensive diary, inbox, and task management, ensuring the Advisers time is used effectively
2. Act as a trusted gatekeeper and first point of contact for clients, stakeholders, and internal teams
3. Manage confidential and sensitive information with absolute discretion
4. Prepare meeting packs, briefing notes, agenda...