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Executive PA to Senior Advisor Remember to check your CV before applying Also, ensure you read through all the requirements related to this role. Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed 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 Executive PA Support to the Senior Advisor • Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors 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., • 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., • 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., • 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., • Opportunity to work directly with the Senior Advisor in a trusted, high-impact position.

A Chartered Financial Planning firm in Coventry seeks a Senior IFA Administrator to join their dedicated support team.

As part of a dedicated support team of Paraplanners and IFA Administrators, you will play a key role in ensuring the smooth running of the advice process and providing exceptional administrative support to Chartered Financial Planners.

Senior IFA Administrator This is an excellent opportunity for an experienced Senior IFA Administrator to join a highly regarded Chartered Financial Planning firm known for delivering quality, client-focused advice. As part of a dedicated support team of Paraplanners and IFA Administrators, you will

This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firmYou will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of su

My client is currently looking for an experienced IFA Administrator to join their team in Stoke on Trent. Previous experience in an IFA environment is essential.

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journeyAs an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertakin

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:IFA AdministratorLocation:Staffordshire (Office-based with some flexibility)Salary:£27,000 £29,000 (based on 35 hours, depending on experience)Benefits:Pension (3% employer / 5% employee contribution)20 days holiday + bank

Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team.This will be on a full time, permanent basis from their bright and welcoming offices in Chelt

If you're ready to take your career to the next level and make a difference in the lives of clients and advisers alike, we want to hear from you! Apply now to join our client's dedicated team as an IFA Administrator! 🚀. Join Our Team as an IFA Administrator! 🌟. As a Senior Administrator, you w

A Financial Advisory firm in England is urgently seeking an IFA Administrator to support Directors and Advisers.

An award winning and well know IFA is seeking Senior IFA Administrator to join their growing team. Role: Senior IFA Administrator. This is a really great opportunity for a Senior Administrator from an IFA background who is looking for a role that will provide career growth and an opportunity to crea

Administrator in an IFA environment.

A well-known financial services firm is seeking a Senior IFA Administrator in Taunton. This position requires over 5 years of IFA administration experience and knowledge of FCA regulations, with opportunities for career growth.

Previous experience within financial services, IFA or provider environment. We are working with a growing financial services firm looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone wi

A financial services firm in North East England is looking for an experienced IFA Administrator.

A reputable financial planning firm in Warwick is looking for an experienced Senior IFA Administrator. The ideal candidate will have prior experience in IFA settings, excellent organizational skills, and a client-focused approach.

A Chartered Financial Planning firm on the outskirts of Durham is seeking an Administrator to support their Administration and Financial Planning teams.

Our client is a busy and growing Independent Financial Advice practice looking for a motivated and organised IFA Administrator to join the team. IFA Administrator (With Paraplanner Progression). The role would ideally suit an individual who already has some experience working within an IFA firm and

A leading recruitment agency in the UK seeks an experienced IFA Administrator to support Office Managers and Financial Planners.

A reputable financial planning organization in Stockport seeks an IFA Administrator to join their client relations team. Ideal candidates will have prior experience in IFA practice, excellent organizational skills, and attention to detail.

Our client is looking for a talented individual to join their.Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.Acting as the point of contact between advisers, clients and third party

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. Minimum 5 years' IFA administration experience.

Due to ongoing growth, our client, an established Chartered Financial Planning firm based on the outskirts of Durham, is looking to recruit a new Administrator to add to the team and help them continue to provide the highest possible level of service, to new and existing clients.

Attention to detail and prior admin experience in an IFA/Wealth office are crucial, making you a key part of the team. A leading Financial Planning Practice is seeking an experienced Financial Services Administrator in Newton-le-Willows.

As part of their ongoing growth, our client, with offices in North Tyneside, has an immediate requirement for an experienced IFA Administrator. Must be an accomplished IFA Administrator.

A dedicated employment agency is seeking an IFA Administrator for a temporary position in London. The role involves processing new business, managing client records, and supporting a team of administrators.

Our client is looking for an experienced IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant service to clients. Minimum 2 years’ experience in an IFA Administrator role.

Day to day of the IFA Administrator. Requirements of the IFA Administrator. Paraplanner/ IFA Administrator with complex cases.

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. Previous experience within an Independent Financial Adviser (IFA) environment is essential.

We are recruiting a Finance Administrator on behalf of our client, a well-established IFA financial services organisation based in Central London. This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. IFA or financi

A recruitment agency is seeking an experienced IFA Administrator to join a close-knit team in Maidstone.

IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits. Working as part of a team of 10 Client Relations Administrators reporting to the Client Relations Team Manager. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, expe

Minimum 2 years’ experience in an IFA Administrator role.

We are seeking a highly organized and detail‑oriented Financial Services Administrator to join our team on a full‑time basis.

Administrator in an IFA environment.

Due to growth an exciting opportunity is now available for an IFA Administrator based in Taunton to join their team,.

A recruitment consultancy is seeking an experienced Senior IFA Administrator to deliver high-quality services to clients in Warwick. The ideal candidate has over 5 years of experience in an IFA environment, supporting complex clients and managing client files.

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. As an IFA Adminis

Experienced Financial Services (IFA) Administrator. As our business continues to expand, we’re looking for an Experienced IFA Administrator to join our team and support the delivery of our service to our clients. Previous experience (2yrs+) in a wealth management or IFA environment.

IFA or financial planning/Wealth Management environment - Required. IFA) financial services organisation. IFA or financial planning environment.

Due to expansion, our client has a vacancy for an experienced IFA Administrator to join the business. Previous experience within an administration role within an IFA firm and have a flexible approach during periodic high-volume activity. Clark James Recruitment are working with a professional and hi

We are urgently seeking an IFA Administrator to join the existing Administrative teams.

A leading recruitment firm is seeking an experienced IFA Administrator to join a highly regarded IFA business. The ideal candidate has prior experience within an IFA firm and possesses strong communication skills.

I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. Proven experience in a financial services or IFA environment is essential. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers.

A reputable financial services organization in Central London is seeking an experienced Finance Administrator to join their centralised administration team.

A boutique financial planning firm in Essex is seeking a Graduate IFA Administrator to support its client services team.

A recruitment consultancy is seeking an experienced IFA Administrator in England to support Office Managers and Financial Planners by managing client files and processing new business.