Executive PA to IFA Managing Director

If you are a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we would love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to the Managing Director, while also delivering high-quality IFA administrative and technical support.

About the Role

This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the MD is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership.

Key Responsibilities

• Provide comprehensive diary, inbox and task management, ensuring the MD’s time is optimised.
• Manage confidential and sensitive information with absolute discretion.
• Prepare briefing documents, meeting packs, agendas and follow-up actions.
• Handle internal and external communication on behalf of the MD in a polished, professional manner.
• Coordinate travel, meetings, events and key leadership engagements.
• Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams.
• Support the MD in delivering strategic initiatives, business projects and time-critical priorities.

IFA Technical Administration

• Process LOAs and liaise with product providers.
• Prepare valuations, portfolio comparison analytics and cashflow modelling inputs.
• Manage attitude-to-risk questionnaires and support suitability documentation processes.
• Produce and prepare client appointment packs for new and existing clients.
• Carry out fund switches and no action suitability letters where required.
• Manage adviser/MD diary booking and scheduling for client meetings.
• Process new business applications, ensuring accuracy and regulatory compliance.
• Liaise with providers to track business through to completion, resolving queries and updating clients and MD.
• Handle death claims with professionalism, sensitivity and empathy.
• Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures.
• Keep up to date with product, legislative and industry changes.

What We’re Looking For – Essential Experience

• Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential).
• Proven experience supporting senior or acting in a high-responsibility administrative role requiring discretion.
• Strong understanding of IFA processes, compliance requirements and provider interactions.

Skills & Attributes

• Exceptional professionalism, confidentiality and judgement.
• Highly organised, proactive and able to manage competing deadlines.
• Confident communicator with excellent written and verbal skills.
• Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage.
• Able to work independently with minimal supervision while maintaining high accuracy.
• Composed under pressure; able to navigate interruptions and shifting priorities.
• A positive, solutions-focused team player who contributes ideas for improving processes and client service.

Why Apply?

• Opportunity to work directly with the Managing Director in a trusted, high-impact position.
• A supportive, professional environment committed to excellence in client service.

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.