Executive PA IFA

Express Recruitment; East Midlands; On-site; GBP 30,000 - 40,000; Full time

Job summary

A reputable recruitment agency in the East Midlands is seeking an experienced Executive PA to provide high-level assistance and manage complex workloads within a financial services environment. The successful candidate will enjoy a competitive salary and a generous benefits package, including 33 days of holiday and a non-contributory pension scheme. Responsibilities include managing diaries, communicating with clients and stakeholders, and completing necessary administrative tasks. Ideal applicants will have a background in financial services and be highly organized.

Benefits

33 days holiday including bank holidays

10% non-contributory pension scheme

Supportive working environment

Responsibilities

• Provide proactive diary, inbox and meeting management for a senior stakeholder.
• Prepare meeting packs, reports, follow-ups and documentation.
• Act as a key point of contact for clients, providers and internal stakeholders.
• Complete IFA administration including LOAs, valuations, appointment packs and new business processing.
• Liaise with providers and maintain accurate and compliant records at all times.

Skills

Experience in a similar PA role ideally having worked in financial services

Organised with the ability to manage senior-level demands independently

Good written and verbal communication skills

IT skills including Microsoft Office

Experience with Curo is highly advantageous

Discreet, professional and able to prioritise accurately under pressure

Tools

Microsoft Office

Curo

Job description

Express Recruitment are proud to be working in partnership with a well-established and highly professional financial services business. Due to continued growth our client is seeking an experienced and highly organised Executive PA.

This is a pivotal role combining high-level executive support with hands‑on financial services administration. The successful candidate will be trusted with sensitive information, client relationships and complex workloads requiring exceptional discretion, organisation and communication skills.

In return the successful candidate will receive a competitive salary alongside an excellent benefits package including 33 days holiday including bank holidays and a 10% non‑contributory pension scheme within a supportive and professional working environment.

• Provide proactive diary, inbox and meeting management for a senior stakeholder
• Prepare meeting packs, reports, follow‑ups and documentation
• Act as a key point of contact for clients, providers and internal stakeholders
• Complete IFA administration including LOAs, valuations, appointment packs and new business processing
• Liaise with providers and maintain accurate and compliant records at all times

Skills & Experience

• Experience in a similar PA role ideally having worked in financial services
• Organised with the ability to manage senior‑level demands independently
• Good written and verbal communication skills
• IT skills including Microsoft Office
• Experience with Curo is highly advantageous
• Discreet, professional and able to prioritise accurately under pressure

About Express Recruitment

Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates.

We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Find all of our current vacancies on 👉 https://bit.ly/3IaEnI7

Not quite found the right role for you yet? Let us do the scrolling for you! Your search for a new role has never been so easy, just fill in our contact form on https://bit.ly/3NHa9NR or give us a call on 0115 924 0010 and we will do the rest for you.

Vacancy Summary

Hours: Full Time

Job Type: Permanent

Unfortunately, we are unable to contact all candidates due to the high volume of applications. If you have not heard from a consultant within three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.

This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.