Description

Executive PA to Senior IFA Adviser Full-Time | Hybrid Salary: Up to £35k An established Independent Financial Advice firm is seeking a highly organised and discreet Executive PA to provide dedicated support to a Senior Adviser, alongside delivering high-quality IFA administrative and technical support. This is a pivotal, high-trust role supporting senior leadership in a growing financial services business. The Role You will combine first-class executive support with strong IFA administration experience, ensuring the Adviser is fully supported across diary management, client servicing, compliance and strategic priorities. Key Responsibilities Executive Support Full diary, inbox and task management Preparing meeting packs, briefing documents and follow-up actions Managing confidential information with discretion Coordinating meetings, travel and stakeholder communication Acting as gatekeeper and first point of contact IFA Administration & Technical Support Processing LOAs and liaising with providers Preparing valuations, portfolio comparisons and cashflow inputs Managing attitude-to-risk questionnaires and suitability documentation Preparing client meeting packs Processing new business applications and tracking to completion Fund switches and “no action” suitability letters Handling sensitive cases including death claims Ensuring FCA, AML and compliance adherence Experience Required Minimum 2 years’ experience within Financial Services (IFA experience essential) Minimum 5 years’ senior administrative or executive support experience Strong understanding of IFA processes, compliance and provider interactions Experience with cashflow modelling and analytics tools New business, pension and insurance submission experience advantageous Skills & Attributes Professional, discreet and trustworthy Highly organised and proactive Strong written and verbal communication skills Confident using Microsoft Office; back-office system experience preferred (Curo advantageous) Able to manage competing priorities with accuracy This is an excellent opportunity for an experienced IFA Administrator ready to step into a senior, high-responsibility Executive PA position. If you would like further information, please apply or get in touch for a confidential discussion