Senior IFA Executive Assistant (Hybrid)
Senior IFA Executive Assistant (Hybrid)

Senior IFA Executive Assistant (Hybrid)

Full-Time 35000 - 35000 £ / year (est.) Home office (partial)
Integro Partners

At a Glance

  • Tasks: Support a Senior IFA Adviser with executive assistance and client servicing.
  • Company: Integro Partners, a leading firm in the Financial Services sector.
  • Benefits: Starting salary up to £35,000, hybrid work model, and professional growth.
  • Other info: Experience with Microsoft Office and Curo is preferred.
  • Why this job: Join a dynamic team and enhance your skills in a thriving industry.
  • Qualifications: 2+ years in Financial Services with strong organisational and communication skills.

The predicted salary is between 35000 - 35000 £ per year.

Integro Partners in the United Kingdom is seeking an experienced Executive PA to support a Senior IFA Adviser. The role combines executive support with IFA administration, ensuring thorough management of client servicing and compliance.

Candidates should have at least 2 years in the Financial Services sector, with a strong understanding of IFA processes and compliance. The position offers a starting salary of up to £35,000 and requires excellent organizational and communication skills, preferably with experience in Microsoft Office and Curo.

Senior IFA Executive Assistant (Hybrid) employer: Integro Partners

Integro Partners is an exceptional employer, offering a dynamic work culture that values collaboration and professional growth. With a focus on employee development, the company provides ample opportunities for advancement within the Financial Services sector, all while enjoying the flexibility of a hybrid working model. Located in the UK, Integro Partners fosters a supportive environment where your contributions are recognised and rewarded, making it an ideal place for those seeking meaningful and fulfilling careers.
Integro Partners

Contact Detail:

Integro Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior IFA Executive Assistant (Hybrid)

✨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 Senior IFA Executive Assistant 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 those interviews! Research Integro Partners and brush up on your knowledge of IFA processes and compliance. Being able to speak confidently about the industry will show that you're not just another candidate, but someone who truly understands the role.

✨Tip Number 3

Show off your organisational skills! During the interview, share examples of how you've managed multiple tasks or projects in the past. This will demonstrate that you have what it takes to support a Senior IFA Adviser effectively.

✨Tip Number 4

Don't forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you're serious about joining our team at Integro Partners.

We think you need these skills to ace Senior IFA Executive Assistant (Hybrid)

Executive Support
IFA Administration
Client Servicing
Compliance Management
Organizational Skills
Communication Skills
Microsoft Office
Curo
Financial Services Knowledge
Understanding of IFA Processes

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in the Financial Services sector, especially any roles related to IFA processes and compliance. We want to see how your skills align with what we're looking for!

Showcase Your Skills: In your cover letter, emphasise your organisational and communication skills. Give us examples of how you've used these in previous roles, particularly in executive support or client servicing.

Be Specific About Your Experience: If you've worked with Microsoft Office and Curo, mention specific tasks or projects where you utilised these tools. We love seeing concrete examples that demonstrate your expertise!

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 don’t miss out on any important updates from us!

How to prepare for a job interview at Integro Partners

✨Know Your IFA Basics

Make sure you brush up on your understanding of Independent Financial Advisers (IFAs) and their processes. Being able to discuss compliance and client servicing confidently will show that you’re not just familiar with the role but also genuinely interested in it.

✨Showcase Your Organisational Skills

Prepare examples from your past experience where your organisational skills made a difference. Whether it was managing schedules or handling multiple tasks, having specific anecdotes ready will help demonstrate your capability to support a Senior IFA Adviser effectively.

✨Familiarise Yourself with Microsoft Office and Curo

Since the role requires proficiency in Microsoft Office and Curo, make sure you can discuss your experience with these tools. If you’ve used them in previous roles, be ready to share how they helped you streamline processes or improve efficiency.

✨Practice Your Communication Skills

As communication is key in this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or family member to refine your responses and ensure you come across as confident and professional.

Senior IFA Executive Assistant (Hybrid)
Integro Partners

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