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- Tasks: Provide high-level executive support and manage financial services administration.
- Company: Join a well-established financial services business with a professional culture.
- Benefits: Enjoy 33 days holiday, a 10% pension scheme, and a competitive salary.
- Why this job: Be a key player in a dynamic environment while managing sensitive client relationships.
- Qualifications: Experience as a PA in financial services and strong organisational skills required.
- Other info: Opportunity for career growth in a supportive workplace.
The predicted salary is between 28800 - 43200 £ per year.
Express Recruitment are proud to be working in partnership with a well-established and highly professional financial services business. Due to continued growth, our client is seeking an experienced and highly organised Executive PA. This is a pivotal role combining high-level executive support with hands-on financial services administration. The successful candidate will be trusted with sensitive information, client relationships and complex workloads requiring exceptional discretion, organisation and communication skills.
In return, the successful candidate will receive a competitive salary alongside an excellent benefits package including 33 days holiday (including bank holidays) and a 10% non-contributory pension scheme within a supportive and professional working environment.
- Provide proactive diary, inbox and meeting management for a senior stakeholder
- Prepare meeting packs, reports, follow-ups and documentation
- Act as a key point of contact for clients, providers and internal stakeholders
- Complete IFA administration including LOAs, valuations, appointment packs and new business processing
- Liaise with providers and maintain accurate and compliant records at all times
Skills & Experience
- Experience in a similar PA role ideally having worked in financial services
- Organised with the ability to manage senior-level demands independently
- Good written and verbal communication skills
- IT skills including Microsoft Office
- Experience with Curo is highly advantageous
- Discreet, professional and able to prioritise accurately under pressure
This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.
Executive PA – IFA employer: Express Recruitment
Contact Detail:
Express Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive PA – IFA
✨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 hunt 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 its culture. Understand their values and how they align with your skills as an Executive PA. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As an Executive PA, you'll need to convey information clearly and professionally. Consider doing mock interviews with friends or using online resources to refine your verbal and written communication.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find the right role. Just fill in our contact form, and we'll help you navigate the job market while you focus on landing that perfect Executive PA position.
We think you need these skills to ace Executive PA – IFA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Executive PA role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your organisational skills and discretion, as these are key for us at StudySmarter.
Showcase Your Communication Skills: Since communication is crucial in this role, make sure your application reflects your written communication skills. Keep it clear, concise, and professional – we love a well-structured application!
Apply Through Our Website: Don’t forget to apply 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 – just follow the prompts and you’re good to go!
How to prepare for a job interview at Express Recruitment
✨Know Your Stuff
Before the interview, make sure you thoroughly understand the financial services industry and the specific role of an Executive PA. Brush up on relevant terminology and processes, especially those related to IFA administration, as this will show your potential employer that you're serious about the position.
✨Showcase Your Organisation Skills
Since this role requires exceptional organisation, prepare examples from your past experiences where you've successfully managed complex workloads or high-level demands. Be ready to discuss how you prioritise tasks and maintain discretion when handling sensitive information.
✨Communicate Clearly
Strong communication skills are key for this position. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview, demonstrating your interest in the role and the company.
✨Familiarise Yourself with Technology
If you have experience with Microsoft Office and Curo, be prepared to discuss it. If not, consider brushing up on these tools before the interview. Showing that you're tech-savvy can give you an edge, especially in a role that involves managing diaries and documentation.
