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For Companies At a Glance
- Tasks: Provide top-notch support to a Senior Adviser in a dynamic financial services environment.
- Company: Established Independent Financial Advice firm with a focus on growth and collaboration.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Why this job: Step into a pivotal role and make a real impact in the financial services sector.
- Qualifications: 2+ years in Financial Services and strong administrative skills required.
- Other info: Great opportunity for career advancement in a high-responsibility position.
The predicted salary is between 28800 - 43200 ÂŁ per year.
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
- 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
- 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.
New Business Admin in Leicester employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Admin in Leicester
✨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 a new 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 own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on articulating your experience in IFA administration and how it relates to the Executive PA role.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and showcase your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace New Business Admin in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Executive PA. Highlight your experience in IFA administration and any relevant skills that match the job description. We want to see how your background aligns with what we're looking for!
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. Be sure to mention your organisational skills and experience in managing confidential information, as these are key for us.
Showcase Your Communication Skills: Since strong written communication is essential, make sure your application is clear and professional. We appreciate a well-structured application that reflects your ability to communicate effectively, just like you would in the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Integro Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of IFA processes and compliance. Familiarise yourself with the specific responsibilities listed in the job description, like diary management and client servicing. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Organisation Skills
Since this role requires a high level of organisation, prepare examples from your past experience where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise and keep everything on track, especially when dealing with sensitive information.
✨Practice Discretion
As an Executive PA, you'll be handling confidential information. Think of scenarios where you've had to maintain discretion and confidentiality in your previous roles. Be prepared to share these examples during the interview to demonstrate your trustworthiness.
✨Engage with Questions
Prepare thoughtful questions to ask at the end of your interview. This could be about the team dynamics, the tools they use for cashflow modelling, or how they handle compliance challenges. Engaging with the interviewer shows your genuine interest in the role and the company.
