In this role, you will provide first‑class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks. You will be the go‑to person for diary management, client coordination, new business processing and preparation of high‑quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser’s ability to deliver exceptional client service.
Day to day, you will support client meetings, prepare valuations and suitability‑related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser’s workload, priorities and communications run smoothly.
This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long‑term, impactful position.
Executive PA Requirements
• You must have a minimum 2 years Financial Services experience with IFA admin background
• You should have experience preparing valuations, cashflow inputs and fund switch reports
• You should have a strong understanding of IFA processes and FCA compliance
• You should have new business processing experience (investments, pensions, protection)
• Strong MS Office skills
• ideally you should have experience using Curo
• Experience handling death claims
The Company
You will be joining a well‑established Independent Financial Advice firm known for professional standards, strong client relationships and a supportive internal culture. The business is continuing to grow steadily, creating development opportunities for dedicated, high‑performing team members.
Executive PA Benefits
• Salary up to £35k
• Full time office based role
• Supportive team culture with long‑term career potential
• Opportunity to work directly with a Senior Adviser in a trusted position
Location
Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance.
If this sounds like the next step you are looking for, we would love to receive your application.
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Salary description
£35000.00 - £35000.00 per year