Executive PA

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Executive PA to Senior IFA Adviser

Location: Leicester

Salary:

Competitive, dependent on experience

Benefits:

• Opportunity to work in a high-trust, senior-level role
• Direct exposure to leadership and strategic business activities
• Professional and supportive working environment
• Career progression within a growing financial services firm

About the Company:

Our client is a well-established and growing Independent Financial Advice firm, committed to delivering high-quality, client-focused financial planning services. They pride themselves on professionalism, discretion, and excellence, offering a collaborative environment where high standards and attention to detail are paramount.

Key Responsibilities:

• Provide full executive PA support including diary, inbox, and task management
• Act as a gatekeeper and first point of contact for clients, stakeholders, and internal teams
• Prepare meeting packs, agendas, briefing documents, and follow-up actions
• Manage confidential information with absolute discretion
• Coordinate UK travel, meetings, and events

IFA Administrative & Technical Support:

• Process Letters of Authority (LOAs) and liaise with product providers
• Prepare client valuations, portfolio comparisons, and assist with cashflow modelling inputs
• Manage attitude-to-risk questionnaires and support suitability report processes
• Produce client meeting packs for new and existing clients
• Carry out fund switches and prepare "no action" suitability letters
• Submit new business applications ensuring regulatory compliance
• Track business through to completion, liaising with providers and updating stakeholders
• Handle sensitive cases such as death claims with professionalism and empathy
• Ensure compliance with FCA regulations, FSMA 2000, AML, and financial crime procedures
• Stay up to date with industry, legislative, and product changes

What We're Looking For:

• Minimum 2 years' experience within Financial Services (IFA experience essential)
• At least 5 years' senior administrative or PA experience supporting leadership
• Strong understanding of IFA processes, compliance, and provider interaction
• Experience with cashflow modelling, FE Analytics, and report writing
• Excellent organisational skills with the ability to manage multiple priorities
• High level of professionalism, discretion, and attention to detail
• Strong communication skills, both written and verbal
• Confident working independently with minimal supervision
• Proficient in Microsoft Office (Word, Excel, Outlook)

Desirable Skills:

• Experience using Curo back-office system
• Knowledge of annuities and insurance business processing
• Experience with pension top-ups, withdrawals, and fund switch reporting
• Proactive mindset with the ability to suggest process improvements

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.