Executive Assistant to Partner- Financial Services
Location: Leicester | Full-time | Office-based
Salary: £35,000- £40,000pa Starting salary
Are you looking for a challenging role with the opportunity to progress and play a pivotal part in the success of the business? Do you have PA experience within an IFA environment? If so, our client wants to speak to you!
We are seeking an exceptionally organised, discreet and professional EA to support a Senior Adviser within a respected Independent Financial Advice business in Leicestershire. This role combines high-level EA support with hands-on IFA administration and technical responsibilities, playing a key part in the smooth running of a growing financial services business.
This position is ideal for a highly capable individual with strong Financial Services administration experience, looking to step into a trusted, high-responsibility role supporting senior leadership.
Key Responsibilities
Executive PA & Senior Adviser Support
Manage diary, inbox, tasks and workflow to optimise the Adviser’s time
Handle confidential and sensitive information with absolute discretion
Prepare meeting packs, agendas, briefing notes and follow-up actions
Manage internal and external communication on behalf of the Adviser
Coordinate UK travel, meetings, events and leadership engagements
Act as first point of contact for clients, providers and internal teams
Support delivery of strategic initiatives and business-critical priorities
IFA Administration & Technical Support
Process LOAs and liaise with product providers
Prepare valuations, portfolio comparisons and cashflow modelling inputs
Manage attitude-to-risk questionnaires and support suitability processes
Produce client appointment packs for new and existing clients
Carry out fund switches and produce "no action" suitability documents
Submit new business applications with a focus on accuracy and compliance
Track pipeline business through to completion and resolve provider queries
Handle death claims with professionalism and empathy
Maintain full FCA compliance across all processes
Keep up to date with industry, product and regulatory changes
Experience Required
Minimum 2 years in Financial Services (IFA Ideally)
At least 5 years in a senior administrative or PA role supporting leadership
Proven experience with cashflow modelling, FE analytics and report production
Strong knowledge of IFA processes, compliance and provider requirements
Experience with annuities, insurance or new business submissions is advantageous
Skills & Personal Attributes
Exceptional professionalism, confidentiality and judgement
Highly organised, proactive and able to manage multiple priorities
Excellent written and verbal communication skills
Strong IT capability (Word, Excel, Outlook); Curo experience advantageous
Able to work independently with high accuracy and attention to detail
Calm under pressure and adaptable to changing priorities
Positive, solutions-focused and committed to continuous improvement
What’s in it for you?
33 days annual leave including Bank Holidays (rising to 34 at 5 years’ service and 35 at 10 years’ service)
10% non-contributory pension
Life assurance (4 x salary)
Free on-site parking
Free fresh fruit in the office
Opportunity to work closely with a Senior Adviser in a pivotal support role
A professional, supportive environment focused on high-quality client service