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- Tasks: Provide top-notch support to a Senior Advisor in a dynamic financial services environment.
- Company: Forward-thinking Independent Wealth Management organisation with a focus on excellence.
- Benefits: Competitive salary, supportive work culture, and opportunities for professional growth.
- Why this job: Step into a high-impact role and make a difference in client service.
- Qualifications: 5+ years of administration experience, including 2+ years in Financial Services.
- Other info: Join a team that values professionalism and offers excellent career development.
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’re a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we’d 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
- Executive PA Support to the Senior Advisor
- 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.
- 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’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 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. 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.
Executive PA to Senior Advisor in Leicester 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 in Leicester
✨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 an Executive PA role. You never know who might have the inside scoop on opportunities 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 that extra step to connect with us directly.
We think you need these skills to ace Executive PA to Senior Advisor in Leicester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your IFA administration experience and any relevant support roles you've had, so we can see how you fit into our team.
Showcase Your Professionalism: Since this role requires a high level of discretion and professionalism, use your application to demonstrate these qualities. A polished CV and cover letter will go a long way in showing us you're the right fit for the Executive PA position.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure to highlight your key achievements and experiences without unnecessary fluff.
Apply Through Our Website: We encourage you to apply directly through our website. This ensures your application is received promptly and allows us to process it efficiently. Plus, you'll find all the details you need about the role there!
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.
✨Demonstrate Discretion
Since this role involves handling sensitive information, be prepared to discuss how you've managed confidential matters in the past. Share specific examples that highlight your professionalism and ability to maintain discretion.
✨Showcase Your Organisational Skills
Be ready to talk about how you manage competing deadlines and keep everything running smoothly. Consider sharing a time when you successfully coordinated multiple tasks or events, as this will demonstrate your ability to thrive in a busy environment.
✨Communicate Like a Pro
As you'll be acting as a gatekeeper and first point of contact, it's crucial to showcase your communication skills. Practice articulating your thoughts clearly and professionally, both verbally and in writing, to leave a lasting impression.
