New Business Admin

Executive PA to Senior IFA Adviser

Full-Time Office-Based

Salary:
Competitive DOE

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 involves first-class executive support combined with strong IFA administration experience, ensuring the Adviser is fully supported across diary management, client servicing, compliance, and strategic priorities.

• 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.
• 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.

• 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.

• 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.