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- Tasks: Provide top-notch support to a Senior Adviser and manage key IFA administration tasks.
- Company: Join a respected Independent Financial Advice firm with a supportive culture.
- Benefits: Earn up to £35k, enjoy career growth, and work in a collaborative environment.
- Why this job: Make a real impact while working closely with a Senior Adviser in a trusted role.
- Qualifications: 2+ years in Financial Services with IFA admin experience and strong MS Office skills.
- Other info: Ideal for those seeking a long-term, impactful position in a growing company.
The predicted salary is between 28000 - 42000 £ per year.
Are you an experienced IFA Administrator who thrives in a high-trust role and is ready to step into a senior-level Executive PA job supporting a busy Financial Adviser? This is an excellent opportunity to take on a varied, influential position at the centre of a highly professional advice business.
In this role, you will provide first-class executive support to a Senior Adviser while managing a wide range of technical IFA administration tasks. You will be the go-to person for diary management, client coordination, new business processing and preparation of high-quality client materials. This is a highly valued position where your organisation, accuracy and discretion will make a real difference to the Adviser’s ability to deliver exceptional client service.
Day to day, you will support client meetings, prepare valuations and suitability-related information, process new business, manage provider liaison, track cases through to completion and assist with key projects. You will also act as a trusted gatekeeper, handling sensitive information and ensuring the Adviser’s workload, priorities and communications run smoothly.
This role would suit someone with strong IFA administration experience who is confident working independently, enjoys responsibility and is looking for a long-term, impactful position.
Executive PA Requirements- You must have a minimum 2 years Financial Services experience with IFA admin background
- You should have experience preparing valuations, cashflow inputs and fund switch reports
- You should have a strong understanding of IFA processes and FCA compliance
- You should have new business processing experience (investments, pensions, protection)
- Strong MS Office skills
- Ideally you should have experience using Curo
- Experience handling death claims
You will be joining a well-established Independent Financial Advice firm known for professional standards, strong client relationships and a supportive internal culture. The business is continuing to grow steadily, creating development opportunities for dedicated, high-performing team members.
Executive PA Benefits- Salary up to £35k
- Full time office based role
- Supportive team culture with long-term career potential
- Opportunity to work directly with a Senior Adviser in a trusted position
Location: Office based in Blaby, Leicester. Ideally you will live within a reasonable commuting distance.
If this sounds like the next step you are looking for, we would love to receive your application.
Executive PA in Blaby employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive PA in Blaby
✨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 that aren't advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your skills, especially in IFA administration. This will help you stand out as someone who truly gets what they're about.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience in IFA admin makes you the perfect fit for the Executive PA role. Highlight your organisational skills and ability to handle sensitive information with discretion.
✨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 in Blaby
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Executive PA role. Highlight your IFA administration experience and any relevant skills that match the job description. We want to see how your background makes you the perfect fit for this position!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your experience aligns with the responsibilities outlined in the job description. Let us know what makes you stand out!
Showcase Your Skills: Don’t forget to showcase your strong MS Office skills and any experience with Curo. If you've handled sensitive information or managed client communications, make sure to mention that too. We love seeing those details!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our supportive team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your IFA Stuff
Make sure you brush up on your knowledge of IFA processes and FCA compliance. Being able to discuss these topics confidently will show that you're not just familiar with the role, but that you truly understand the industry.
✨Showcase Your Organisation Skills
As an Executive PA, organisation is key. Prepare examples of how you've successfully managed diaries, coordinated client meetings, or handled sensitive information in the past. This will demonstrate your ability to keep everything running smoothly.
✨Prepare for Technical Questions
Expect questions about preparing valuations, cashflow inputs, and fund switch reports. Brush up on these areas and be ready to discuss your experience with new business processing, as this will be crucial for the role.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team culture, the Adviser’s working style, or upcoming projects. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.