Executive PA – IFA

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

• 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

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

Express Recruitment supplies a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations.

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.