Senior Executive PA & Client Services Administrator
Full-time | In-office (Mon–Fri, 9:00–17:00) | Northeast / Dundalk
About Us
Protection & Prosperity Financial Services Ltd (PPFS) is a well-established investment and insurance intermediary serving business and individual clients across the Northeast. We provide professional advice across life insurance, pensions, and investments. Since our founding in 2020, we've grown steadily and earned a reputation for being progressive, trusted, and client-centred.
Our mission is simple: help people build long-term financial security by getting the fundamentals right—protecting families, planning for retirement, and investing wisely.
The Opportunity
We're seeking an
experienced, highly organised, and proactive Senior Executive PA
provide direct, high-level support to a Director and Senior Sales Adviser. This is a senior, full-time, in-office role for a professional with a proven background in financial services administration, and client engagment who enjoys being the calm, reliable hub that keeps client work moving.
What You'll Do
* Calendar management & co-ordinating engagements
– Keep the Director's schedule sharp and client-facing, with proactive planning and smart prioritisation.
* Client communication & engagement
– Own day-to-day client contact, progress updates, and follow-through to ensure a consistently high standard of service.
* Policy administration & compliance co-ordination
– Manage application packs, underwriting queries, and regulatory steps through the existing administrative teams so the Director can focus on clients engagement.
* CRM stewardship & reporting
– Maintain accurate records across CRM and platforms, track pipelines, and support sales activity with timely, usable data.
* Report preparation & suitability support
– Produce clear, well-structured reports on policy performance and ongoing suitability for clients and the Director.
* Internal co-ordination
– Act as the information hub with our operations, compliance, and adviser teams to keep momentum and remove bottlenecks.
Qualifications & Experience
* Qualified Financial Adviser (QFA) – essential.
* 10+ years'
experience in a financial advisory, brokerage, or life/pensions administration role.
* Proven background across
life, pensions, and investment administration
(essential).
* Familiarity with
self-administered pensions
and
group schemes
(advantage).
* Strong working knowledge of
AML, GDPR, and CPC
frameworks.
* Proficiency with
BIS
,
CRM systems
, and life company portals (e.g.,
Zurich, Irish Life, Aviva, New Ireland
).
Skills & Attributes
* Exceptional
organisational
and time-management skills.
* Senior-level PA capability supporting Directors/Advisers.
* Excellent written and verbal communication; confident and professional.
* Anticipates needs; acts proactively with minimal supervision.
* High accuracy and attention to detail under time pressure.
* Collaborative, positive, and client-focused.
* Comfortable in a
fast-paced, high-volume
environment with competing deadlines.
What We Offer
* Full-time, in-office role (Monday to Friday,
9:00–17:00
).
* Competitive salary commensurate with qualifications and experience.
* Comprehensive benefits package, including:
* Pension scheme
* Income Protection
* Death in Service
cover
* 23 days' annual leave
, plus public holidays
* Ongoing
CPD
and support for further education.
* A collaborative, growth-minded team where your work has visible impact and your career can progress.
Ready to Join Us?
If you're a
QFA
with deep experience in life, pensions, and investment administration—and you enjoy creating calm, order, and momentum for client-facing leaders—we'd love to hear from you.
How to apply:
Please email your CV and a brief cover note to
with the subject line
"Senior Executive PA & Client Services Administrator"
.