Join our team
Rowley Turton is a great family-friendly, award-winning firm of Chartered Financial Planners based on the outskirts of Leicester, conveniently near the M1. As a growing firm new positions are often available
Perks and Benefits
Competitive Salary
We pride ourselves on paying competitive salaries.
Holidays
21 flexible days + 12 office closure days = 33 days total (full time staff)
Part-time staff receive the pro-rata equivalent
Life Assurance
All staff automatically qualify for two times salary Death in Service.
Company Pension
Non-contributory pension with 7% Employer contribution.
Professional Subscriptions
Paid CII Membership (subject to completion of probation period)
Flexible working
Although primarily office-based, we can offer flexible hours and working (when appropriate), and we are incredibly family-friendly.
Family-Friendly
For example:
- Need to work from home to look after a sick child or dog? That’s fine; we may be able to offer remote work that day/week. Alternatively, if you prefer to take the day as unpaid leave or use a day’s holiday, again, that’s fine with us.
- Having a washing machine delivered and need to work from home that day – Of course, that’s fine, you can work remotely for the morning/afternoon/day. Whatever is necessary.
- You need to finish early to collect your child because you’ve been let down by childcare. Not an issue, make the time up another day.
- Can’t get a doctor’s appointment outside of work hours? Not an issue – we offer paid time off for those instances.
- In short, we recognise that we all have personal lives outside of work, and we’ll strive to accommodate them wherever possible. The directors endeavour to run a company that they themselves would love to work for.
Open Positions
IFA Administrator – Fixed Term (Maternity Cover)
Location:
Meridian Business Park, Leicester – Office-based only.
Working Hours:
37.5 hours per week (Monday to Friday, 9 am to 5 pm)
Salary:
Salary: £26,000.00-£32,000.00 per year, depending on qualifications and experience.
Contract Type:
Fixed-term to cover maternity leave.
Summary:
We are looking for an IFA Administrator to join our financial services firm. The role will involve providing comprehensive administrative support to the directors and paraplanners, including updating fund holdings and unit prices, managing client files, and corresponding with clients and providers.
Key Responsibilities:
- Update fund holdings and unit prices on the IRESS Xplan Back Office System.
- Scan and enter the post onto the Xplan Back Office System.
- Maintaining up-to-date client files and data.
- Prepare letters for clients and providers via telephone, post and e-mail.
- Obtain illustrations, valuations and other information, etc.
- Process and track applications.
- Diary management – for client reviews and director meetings.
- Update and prepare client files for annual reviews, etc.
- Liaise with clients, providers and the Rowley Turton team.
- Operate within the compliance and corporate standards of the business.
- Making tea and coffee, etc., as part of the team and for clients as necessary.
Skills, knowledge and experience:
- Minimum grade C GCSE Maths and minimum grade C GCSE English Language or equivalent.
- Previous experience in a similar role within the financial services industry.
- Experience with IRESS Xplan is desirable.
- Highly organised, methodical, disciplined, and meticulous.
- Proactive, able to work on own initiative, and able to prioritise.
- Able to prioritise.
- Computer literate (Word, Excel, Outlook).
- Excellent keyboard skills.
- Excellent telephone manner.
How to apply:
Please email your CV to our director Scott Gallacher for consideration.
To be considered for future positions.
If you are interested in working with us, but there are no current suitable positions available, we still welcome the chance to review your application for future opportunities.
Please send your CV to our Director, Scott Gallacher, for future consideration.
Our team is always on the lookout for talented individuals to join us.
Thank you for considering us as your potential employer.
Our awards
Year after year, we’ve been recognised as one of the UK’s leading Chartered Financial Planning firms. Find out more about the awards we’ve won.
"Rowley Turton have provided decades of excellent trustworthy advice, first to my father, then to me and now to my children. I have recommended them to others in the past and would unhesitatingly do so again in the future."
Martin Sigrist
Rowley Turton client since 2015