New Business Admin

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.

View Full Details