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Executive PA to Senior Advisor Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required. 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.

IBA Wealth Management Ltd is a trusted Financial Services company offering a full financial planning service to new and existing customers.

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