Executive PA for Senior IFA Adviser | Admin & Coordination

Executive PA for Senior IFA Adviser | Admin & Coordination

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
Broughton Group

At a Glance

  • Tasks: Provide executive support and manage IFA administration tasks for a Senior Adviser.
  • Company: Broughton Group, a supportive team with long-term career potential.
  • Benefits: Competitive salary and opportunities for professional growth.
  • Other info: Thriving office environment focused on collaboration and career development.
  • Why this job: Join a dynamic team and make a real impact in the financial services sector.
  • Qualifications: Minimum 2 years in Financial Services with strong IFA admin skills.

The predicted salary is between 30000 - 40000 £ per year.

Broughton Group is seeking an experienced IFA Administrator to provide executive support to a Senior Adviser in an office-based role. This position is pivotal in managing IFA administration tasks, client coordination, and diary management.

The ideal candidate will possess a minimum of 2 years in Financial Services, with strong IFA admin skills including valuations preparation and FCA compliance. You will thrive in a supportive team culture with long-term career potential.

Executive PA for Senior IFA Adviser | Admin & Coordination employer: Broughton Group

Broughton Group is an excellent employer, offering a supportive team culture that fosters collaboration and professional growth. With a focus on long-term career potential, employees benefit from comprehensive training and development opportunities in the dynamic field of Financial Services. Located in a vibrant area, the company provides a stimulating work environment where your contributions are valued and recognised.

Broughton Group

Contact Details:

Broughton Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Executive PA for Senior IFA Adviser | Admin & Coordination

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an Executive PA role. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for interviews by researching the company and the Senior Adviser you'll be supporting. Show us that you understand their values and how your IFA admin skills can make a real difference in their day-to-day operations.

Tip Number 3

Practice your pitch! Be ready to explain how your experience aligns with the role, especially your skills in valuations preparation and FCA compliance. We want to hear how you can hit the ground running and support the team effectively.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Executive PA for Senior IFA Adviser | Admin & Coordination

IFA Administration
Client Coordination
Diary Management
Valuations Preparation
FCA Compliance
Financial Services Knowledge
Team Collaboration

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in Financial Services and IFA administration. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Executive PA role. Share specific examples of your past experiences that relate to diary management and client coordination.

Showcase Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. We appreciate a polished application that reflects your professionalism and care.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Broughton Group

Know Your Financial Services Stuff

Make sure you brush up on your knowledge of the Financial Services sector, especially IFA administration. Be ready to discuss your experience with valuations preparation and FCA compliance, as these are key areas for the role.

Showcase Your Coordination Skills

Since this role involves a lot of client coordination and diary management, prepare examples that highlight your organisational skills. Think about times when you successfully managed multiple tasks or schedules and how you kept everything running smoothly.

Emphasise Team Spirit

Broughton Group values a supportive team culture, so be sure to express your enthusiasm for teamwork. Share experiences where you collaborated effectively with colleagues and contributed to a positive work environment.

Ask Insightful Questions

Prepare some thoughtful questions about the company and the role. This shows your genuine interest and helps you understand if the company culture aligns with your career goals. Ask about their approach to professional development and long-term career potential.