At a Glance
- Tasks: Provide top-notch support to a Senior Advisor in a dynamic financial services environment.
- Company: Join a forward-thinking Independent Wealth Management organisation in Leicester.
- Benefits: Competitive salary and a supportive, professional work culture.
- Other info: Ideal for proactive individuals ready to elevate their career in a trusted position.
- Why this job: Step into a high-impact role with direct influence on client service and strategic initiatives.
- Qualifications: 5+ years of admin experience, including 2+ years in Financial Services.
The predicted salary is between 35000 - 45000 £ per year.
Executive PA to Senior Advisor
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.
Senior Advisor Executive Personal Assistant. Job in Leicester LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a forward-thinking Independent Wealth Management organisation in Leicester, where your role as an Executive PA will be pivotal to the success of our Senior Advisor. We offer a supportive and professional work environment that values discretion and excellence, alongside opportunities for personal and professional growth within the financial services sector. With a commitment to high-quality client service and a culture that encourages proactive contributions, this is an excellent opportunity for those looking to make a meaningful impact in their career.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Advisor Executive Personal Assistant. Job in Leicester LilyLifestyle Jobs
✨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 a Senior 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 values. Understand their approach to client service and how they support their Senior Advisors. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As an Executive PA, you'll need to handle sensitive information and communicate professionally. Role-play common interview scenarios with a friend to boost your confidence and refine your delivery.
✨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 Senior Advisor Executive Personal Assistant. Job in Leicester LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Executive PA. Highlight your experience in IFA administration and any relevant skills that match the job description. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this senior position. Share specific examples of your past experiences that demonstrate your professionalism and discretion, as these are key for us.
Showcase Your Organisational Skills:In your application, emphasise your organisational abilities. Mention how you've successfully managed competing deadlines or complex schedules in the past. We love seeing candidates who can juggle multiple tasks with ease!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨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
Bring along examples of how you've successfully managed competing deadlines and complex schedules. Discuss tools or methods you use to stay organised, as this will be crucial for supporting the Senior Advisor effectively.
✨Communicate Like a Pro
Practice your communication skills before the interview. Be ready to demonstrate your ability to handle internal and external communications in a polished manner. This could include role-playing scenarios where you act as the first point of contact for stakeholders.
