{"id":59557,"date":"2026-04-19T00:00:00","date_gmt":"2026-04-18T23:00:00","guid":{"rendered":"https:\/\/www.desiblitz.com\/jobs\/job\/executive-pa-to-senior-advisor\/"},"modified":"2026-04-19T13:07:21","modified_gmt":"2026-04-19T12:07:21","slug":"executive-pa-to-senior-advisor","status":"publish","type":"job_listing","link":"https:\/\/www.desiblitz.com\/jobs\/job\/executive-pa-to-senior-advisor\/","title":{"rendered":"Executive PA to Senior Advisor"},"content":{"rendered":"<p><strong>Executive PA to Senior Advisor<\/strong><\/p>\n<p>Full-time, office-based &ndash; Leicestershire (our ref AL1401)<\/p>\n<p>Salary: Competitive, dependent on experience<\/p>\n<p>Industry: Independent Financial Advice (IFA)<\/p>\n<\/p>\n<p>If you&rsquo;re a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we&rsquo;d love to hear from you.<\/p>\n<p>My client is an established yet growing and forward-thinking Independent Wealth Management organisation.&nbsp; 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.<\/p>\n<p>About the Role<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>Key Responsibilities<\/p>\n<p>Executive PA Support to the Senior Advisor<\/p>\n<ul>\n<li>Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised.<\/li>\n<li>Manage confidential and sensitive information with absolute discretion.<\/li>\n<li>Prepare briefing documents, meeting packs, agendas and follow-up actions.<\/li>\n<li>Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner.<\/li>\n<li>Coordinate travel, meetings, events and key leadership engagements.<\/li>\n<li>Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams.<\/li>\n<li>Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities.<\/li>\n<\/ul>\n<p>IFA Technical Administration<\/p>\n<\/p>\n<ul>\n<li>Process LOAs and liaise with product providers.<\/li>\n<li>Prepare valuations, portfolio comparison analytics and cashflow modelling inputs.<\/li>\n<li>Manage attitude-to-risk questionnaires and support suitability documentation processes.<\/li>\n<li>Produce and prepare client appointment packs for new and existing clients.<\/li>\n<li>Carry out fund switches and &ldquo;no action&rdquo; suitability letters where required.<\/li>\n<li>Manage adviser diary booking and scheduling for client meetings.<\/li>\n<li>Process new business applications, ensuring accuracy and regulatory compliance.<\/li>\n<li>Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor.<\/li>\n<li>Handle death claims with professionalism, sensitivity and empathy.<\/li>\n<li>Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures.<\/li>\n<li>Keep up to date with product, legislative and industry changes.<\/li>\n<\/ul>\n<p>What We&rsquo;re Looking For &#8211; Essential Experience<\/p>\n<ul>\n<li>Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential).<\/li>\n<li>Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion.<\/li>\n<li>Strong understanding of IFA processes, compliance requirements and provider interactions.<\/li>\n<\/ul>\n<p>Skills &amp; Attributes<\/p>\n<ul>\n<li>Exceptional professionalism, confidentiality and judgement.<\/li>\n<li>Highly organised, proactive and able to manage competing deadlines.<\/li>\n<li>Confident communicator with excellent written and verbal skills.<\/li>\n<li>Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage.<\/li>\n<li>Able to work independently with minimal supervision while maintaining high accuracy.<\/li>\n<li>Composed under pressure; able to navigate interruptions and shifting priorities.<\/li>\n<li>A positive, solutions-focused team player who contributes ideas for improving processes and client service.<\/li>\n<\/ul>\n<p>Why Apply?<\/p>\n<ul>\n<li>Opportunity to work directly with the Senior Advisor in a trusted, high-impact position.<\/li>\n<li>A supportive, professional environment committed to excellence in client service.<\/li>\n<\/ul>\n<\/p>\n<p>If this role is of interest, please apply with an up to date CV.&nbsp; We aim to respond to all applications within 10 days.&nbsp;&nbsp;By submitting your CV you consent to it being retained for use in connection with this and future relevant and\/or similar vacancies, you can of course, opt out of this at any time by emailing us.&nbsp; Full Privacy Notice can be found on our website.<\/p>\n","protected":false},"author":1,"featured_media":59558,"template":"","meta":{"_promoted":"","_job_location":"Leicester, City of Leicester","_application":"https:\/\/www.cv-library.co.uk\/job\/224657695\/Executive-PA-to-Senior-Advisor?hlkw&s=103904&affid=103904","_company_name":"North Oak Recruitment","_company_website":"https:\/\/www.cv-library.co.uk\/list-jobs\/242426\/North-Oak-Recruitment","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary_currency":"","_job_salary_unit":""},"job-categories":[],"job-types":[685],"job_listing_tag":[199],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Executive PA to Senior Advisor | DESIblitz Jobs<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.desiblitz.com\/jobs\/job\/executive-pa-to-senior-advisor\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Executive PA to Senior Advisor | DESIblitz Jobs\" \/>\n<meta property=\"og:description\" content=\"Executive PA to Senior Advisor Full-time, office-based &ndash; 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