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- 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 that combines executive support with impactful financial services experience.
- Qualifications: 2+ years in Financial Services and 5+ years in senior administrative roles required.
- Other info: Great opportunity for career advancement in a trusted and high-responsibility position.
The predicted salary is between 36000 - 60000 £ 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 involves first-class executive support combined 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 London employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Admin in London
✨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 skills as an Executive PA. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on showcasing your IFA experience and how it relates to the responsibilities of the Executive PA position.
✨Tip Number 4
Don't forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace New Business Admin in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Executive PA. Highlight your experience in financial services and any specific IFA administration skills you have. 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. Share specific examples of your organisational skills and how you've managed confidential information in the past. We love a good story!
Showcase Your Communication Skills: Since strong written communication is key for this position, make sure your application is clear and professional. We appreciate attention to detail, so double-check for any typos or errors before hitting send!
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 get the best chance to showcase your skills. We can't wait to hear from you!
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 tools and systems mentioned in the job description, like cashflow modelling and back-office systems. This will show that you're not just a good fit for the role but also genuinely interested in the industry.
✨Showcase Your Organisation Skills
As an Executive PA, being organised is key. Prepare examples from your past experience where you've successfully managed diaries, coordinated meetings, or handled sensitive information. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your organisational prowess.
✨Demonstrate Discretion and Trustworthiness
This role involves handling confidential information, so it's crucial to convey your ability to manage sensitive data discreetly. Share instances where you've maintained confidentiality in previous roles, and emphasise your understanding of the importance of trust in a high-responsibility position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges the Senior Adviser faces. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you. Plus, it demonstrates your proactive approach to understanding the business.