Executive PA

5 Days Old

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 S...
Apply
Location:
Croft
Salary:
£35,000 /annum company benefits
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

We found some similar jobs based on your search