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 bank holiday 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 offer flexible hours and working and are incredibly family-friendly.
Family-Friendly
Although primarily office-based, we offer flexible hours and working and we are an incredibly family-friendly firm.
For example:
- Need to work from home to look after a sick child or dog? That’s fine; we can offer remote work that day/week. Want to take the day as unpaid leave instead, 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.
- Need to finish early to collect your child because you’ve been let down by child-care. Not an issue, just make the time up another day.
- Want to tweak your hours to miss the worst of the traffic – Not an issue we offer flexible working.
- 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 understand that we all have lives outside of work, and we’ll try to accommodate that wherever possible. The directors endeavour to run a company that they themselves would love to work for.
Open Positions
Paraplanner (full time)
Purpose of role:
You will support our financial planners by developing and reviewing client financial plans, preparing detailed reports, and offering recommendations.
Key Responsibilities:
- Manage planning workflows and implement requests from financial planners.
- Gather and record client data accurately and efficiently.
- Prepare comprehensive reports and financial recommendations.
- Assist with annual client reviews and identify additional service areas.
- Communicate with clients and third parties, both in person and remotely.
- Develop and maintain processes for technical support and compliance.
- Undertake research on financial planning and product options.
- Collaborate effectively with support teams.
- Stay up-to-date with industry standards, compliance, and personal development.
- Report regularly on key performance measures.
Skills, knowledge and experience:
- Minimum GCSE grade C in Maths and English or equivalent.
- Level 4 DipPFS qualification or higher (Chartered preferred but not essential), or equivalent industry qualifications if applying as a trainee paraplanner.
- Excellent communication skills, particularly in remote client interactions.
- Familiarity with IRESS Xplan is desirable.
- Proactive, organised, and meticulous, with the ability to prioritise tasks.
- Fully computer literate (Word, Excel, back-office systems).
- Strong keyboard and telephone manner.
- Experience within Financial Services is preferred, but trainee paraplanners with relevant qualifications will be considered.
Salary:
- Qualified Level 4 Paraplanner: £36,000 to £44,000, depending on experience.
- Trainee Paraplanner: £28,000 to £30,000.
Benefits:
- Death in Service (2 x salary)
- Non-contributory pension (7% employer contribution)
- Paid CII membership
- Family-friendly, flexible working environment
- 33 total days of holiday (21 flexible days + 12 bank holidays)
- Remote working options
Work Hours:
37.5 hours per week, with hours to be taken between 8.00 am and 5.00 pm, Monday to Friday. Flexibility is offered on start and finish times to suit personal needs, but we prefer someone who can work from the office initially.
How to apply:
Please email your CV to our director Scott Gallacher for consideration.
To be considered for future positions.
Is nothing currently available for you right now?
Please email your CV to our director Scott Gallacher for future consideration.
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
Is now the time for a coffee?
We’d love to welcome you to our office for a coffee and a chat.
Our free, no-obligation initial meetings are the perfect opportunity for us to get to know each other. We’ll establish how we can help you, and you can find out more about the service we offer.
If now’s the time for a chat, let’s have a coffee. Complete the form below and a member of the team will be in touch.
We offer free parking at our office for those who prefer in-person meetings. For those who are further away, we also offer the flexibility of Zoom meetings, ensuring distance is never a barrier.
We wouldnt be in this position we're in now, retired and comfortable, without his advice. We'd probably both still be working.
Julie
Planning for retirement
