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- Tasks: Support an Independent Financial Adviser with administrative tasks and client management.
- Company: Dynamic financial services firm in Leicester with a collaborative culture.
- Benefits: Competitive salary, ongoing training, and a supportive work environment.
- Why this job: Gain valuable experience in wealth management while making a real impact.
- Qualifications: 5+ years of administration experience, preferably in financial services.
- Other info: Opportunity for career progression and professional development.
The predicted salary is between 24000 - 36000 £ per year.
Executive PA to Senior IFA Adviser
Full-Time Office-Based
Salary: Competitive DOE
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.
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New Business Admin employer: Integro Partners
Contact Detail:
Integro Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Business Admin
✨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 new opportunities. You never know who might have the inside scoop on a job that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their services and think about how your experience aligns with their needs. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to financial services administration. Being articulate and confident in your answers can make a huge difference in how you’re perceived by potential employers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love hearing from candidates who are genuinely interested in joining our team.
We think you need these skills to ace New Business Admin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight your experience in Financial Services 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 passionate about this role and how your skills can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Attention to Detail: As an IFA Administrator, attention to detail is key. In your application, make sure to demonstrate this by avoiding typos and ensuring all information is accurate. We appreciate candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at Integro Partners
✨Know Your Financial Services Inside Out
Make sure you brush up on your knowledge of financial services processes, regulations, and compliance. Being able to discuss these topics confidently will show that you're not just experienced but also genuinely interested in the field.
✨Demonstrate Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. Highlight your ability to prioritise and meet deadlines, as this role requires strong organisational skills. Use specific scenarios to illustrate your point.
✨Showcase Your Communication Skills
Since you'll be handling telephony with clients and providers, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend to refine your verbal communication and ensure you come across as courteous and well-presented.
✨Be Ready for Compliance Questions
Expect questions related to FCA regulations and compliance procedures. Familiarise yourself with the latest updates in financial crime procedures and be prepared to discuss how you would handle sensitive situations, like death claims, with empathy and professionalism.