Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Executive PA to Senior IFA AdviserLocation: LeicesterSalary:Competitive, dependent on experienceBenefits:Opportunity to work in a high-trust, senior-level roleDirect exposure to leadership and strategic business activitiesProfessional and supportive working environmentCareer progression within a growing financial services firmAbout 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 managementAct as a gatekeeper and first point of contact for clients, stakeholders, and internal teamsPrepare meeting packs, agendas, briefing documents, and follow-up actionsManage confidential information with absolute discretionCoordinate UK travel, meetings, and eventsIFA Administrative and Technical Support:Process Letters of Authority (LOAs) and liaise with product providersPrepare client valuations, portfolio comparisons, and assist with cashflow modelling inputsManage attitude-to-risk questionnaires and support suitability report processesProduce client meeting packs for new and existing clientsCarry out fund switches and prepare "no action" ..... full job details .....