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- Tasks: Provide top-notch support to a Senior Advisor in a dynamic financial services environment.
- Company: Join a forward-thinking Independent Wealth Management organisation with a supportive culture.
- Benefits: Competitive salary, professional development, and a chance to work closely with senior leadership.
- Why this job: Step into a high-impact role where your skills will make a real difference.
- Qualifications: 5+ years of admin experience, including 2+ years in Financial Services.
- Other info: Exciting opportunity for career growth in a professional setting.
The predicted salary is between 36000 - 60000 £ per year.
Full-time, office-based Leicestershire
Salary: Competitive, dependent on experience
Industry: Independent Financial Advice (IFA)
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 their Senior Advisor, 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 Senior Advisor 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 Senior Advisor'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 Senior Advisor 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 Senior Advisor 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 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 Senior Advisor.
- 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 Are 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 leadership 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 Senior Advisor 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.
Executive PA to Senior Advisor employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive PA to Senior Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for an Executive PA 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 Senior Advisor. Understand their values and recent projects, so you can tailor your responses and show how you can add value to their team. We want you to shine!
✨Tip Number 3
Practice your communication skills! As an Executive PA, you'll need to handle sensitive information and communicate professionally. Role-play with a friend or family member to get comfortable with potential interview questions and scenarios.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Executive PA to Senior Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Executive PA role. Highlight your experience in IFA administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Discretion: Since this role involves handling confidential information, it’s crucial to demonstrate your ability to manage sensitive data discreetly. Share examples from your past roles where you've successfully maintained confidentiality.
Highlight Your Organisational Skills: Being highly organised is key for this position. Use your application to showcase your ability to manage multiple tasks and deadlines effectively. We love seeing candidates who can juggle priorities like a pro!
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’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at North Oak Recruitment
✨Know Your IFA Stuff
Make sure you brush up on your knowledge of Independent Financial Advice processes and compliance requirements. Being able to discuss these confidently will show that you're not just a great PA, but also someone who understands the industry.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed complex schedules or handled sensitive information in previous roles. This is key for an Executive PA position, so be ready to demonstrate your exceptional organisational abilities.
✨Practice Professional Communication
Since you'll be acting as a gatekeeper and first point of contact, practice your verbal and written communication skills. Consider role-playing common scenarios you might face, like handling inquiries or preparing meeting agendas.
✨Be Ready for Scenario Questions
Expect questions that assess how you would handle specific situations, such as managing competing deadlines or dealing with confidential information. Think through your responses ahead of time to convey your judgement and professionalism.
