Recruiting now
| Posted: | 10/06/26 | |
| Recruiter: | Reed | |
| Reference: | 3120645758 | |
| Type: | Permanent | |
| Salary: | £35,000 - £40,000 Annual | |
| Location: | Leicester, Leicestershire | |
| Description: | 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 | |