Executive PA to IFA Managing Director Leicestershire (our ref AL1401) Office based role full time Salary to c£35,000 dep on exp excellent benefits inc parking My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients.They now have an exciting new opportunity for an individual who has experience within financial services, to provide Executive PA support to the MD along with client administration. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service being paramount. The Role: Focus on Senior PA duties on a 1:1 basis with the MD, including diary management & travel arrangements Deal with the MDs confidential business needs Be involved in administration associated with the MDs clients which may involve: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires Booking then preparing new and existing client appointment packs Adviser diary management Regular engagement with clients and providers via telephone, email and letter Produce no action and fund switch suitability letters Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an ExecutivePA position and also Administration within the Financial Services sector Experience of handling work of a confidential nature Thrives in a fast-paced environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team a good communicator, willing to input new ideas and suggestions to improve process. Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. Benefits: 25 days holiday, plus bank holidays. Generous non-contributory pension scheme, commencing after three months continuous service Death in Service benefit On-site parking If this role is of interest, please apply with an up-to-date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website .