Executive PA to Senior Advisor. Job in Leicester LilyLifestyle Jobs

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’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.