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.
Key Responsibilities 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 completion
Fund 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 This is an excellent opportunity for an experienced IFA Administrator ready to step into a senior, high-responsibility Executive PA position.
If you would like further information, please apply or get in touch for a confidential discussion
Salary description
£28000.00 - £35000.00 per year